Services

Maintaining up-to-date, accurate records not only facilitates tax compliance but also supports the overall financial health of a business. As an Enrolled Agent, Patricia helps small businesses establish proper recordkeeping practices to maintain organized financial records and ensure compliance with accounting agencies. She provides guidance on deductible expenses, educates on properly categorizing income and expenses, and provides recommendations on the right accounting software or systems for each specific business to streamline financial management. 

Patricia offers training in accounting software such as QuickBooks®, Excel®, and Microsoft Office®, helping small businesses gain the skills they need to efficiently manage finances and streamline operations. Patricia’s patient, hands-on approach ensures that even those with limited tech savvy can harness the power of these essential tools, giving their businesses a competitive edge in today's digital world.

Patricia assists small businesses with navigating complex tax codes and regulations, including:

· Tax planning strategies to minimize the tax liability of a business, including knowledge of available deductions and credits. 

· Compliance with all federal and state tax requirements, including accurate and timely tax return filing and prevention of costly penalties and audits. 

As an EA Accountant, Patricia is authorized to represent taxpayers before the IRS, including handling correspondence, attending meetings, and negotiating on behalf of business owners. If your business is audited by the IRS, Patricia can serve as a representative when dealing with tax authorities, alleviating stress and increasing the chances of a favorable outcome, such as a reduced tax liability or the elimination of penalties, making her an important partner for any small business needing to navigate the complexities of taxation.