SERVICES

By the Books Accounting is a full-charge accounting service offering personal tax services for individuals and estates, as well as and business tax and accounting services—accounts receivable, accounts payable, payroll, and tax preparation. Contact us to get started!

PERSONAL TAX SERVICES

We offer complete federal and state tax preparation and filing services for individuals, trusts, and estates:

 

  • Individual 1040
  • Fiduciary (Trust) 1041 forms and schedules
  • Estate 706 forms and schedules
  • Quarterly tax estimates and payments
  • Tax planning services

BUSINESS TAX SERVICES

We offer complete federal and state tax return preparation and filing services for business clients:

 

  • Partnership 1065 forms and schedules
  • Corporate 1120 forms and schedules
  • Quarterly tax estimates and payments
  • Tax planning

BUSINESS ACCOUNTING SERVICES

We offer the robust accounting features and insights you need to help you manage your business better—including in-depth inventory, job costing, time and billing, and fixed assets. Our services include:

 

  • Accounts receivable and accounts payable posting
  • End-of-month reports, income statements, and cash flow analysis
  • Checkbook reconciliation
  • Complete payroll services, including check printing and monthly reconciliation
  • Direct deposit
  • Unemployment
  • Sales and use tax reporting
  • Federal and state tax return preparation
  • Quarterly tax reports with electronic filing