Tax preparation &Planning Service Attest Service Book keeping &Accounting Service Payroll Service IRS & StateRepresentation Quickbooks Service Controller ServiceCFO service Business EntitySelection
Tax preparation & Planning Service
Attest Service
IRS & State Representation
Business Entity Selection
Controller Service CFO service
Bookkeeping & Accounting Services
Payroll Services
QuickBooks Service

Tax preparation & Planning Service

Tax Preparation

At Maitri & Associates, LLC we are dedicated to provide tax
planning and tax preparation services with strategies that
minimize your tax liabilities, maximize your cash flow.

We are knowledgeable and up to date on the tax laws to guide
you through the process and answer any questions you may have
at any stage of the process. We are technologically equipped to
communicate with our clients via secure portal. We facilitate the
secure electronic portal to our clients to provide us their sensitive.

Individual Tax Preparation

Business Tax Return Preparation

Gift & Estate Tax Return Preparation

Partnership & Corporate Tax Preparation

Out-of-State Returns

Tax Planning

At Maitri & Associates, LLC we are dedicated to provide tax
planning and tax preparation services with strategies that
minimize your tax liabilities, maximize your cash flow.

We are knowledgeable and up to date on the tax laws to guide
you through the process and answer any questions you may have
at any stage of the process. We are technologically equipped to
communicate with our clients via secure portal. We facilitate the
secure electronic portal to our clients to provide us their sensitive.

Individual Tax Preparation

Business Tax Return Preparation

Gift & Estate Tax Return Preparation

Partnership & Corporate Tax Preparation

Out-of-State Returns

Assurance Services

At Maitri & Associates, LLC, we practice accuracy, efficiency, and objectivity. We provide limited assurance services to nonpublic companies and nonprofit organizations.

Reviews

Reviews provide limited assurance to intended third party users. We perform the reviews to ensure the integrity of the company’s financial data.

Compilation

Compilation provides no assurance to external party. We perform compilation upon management request to verify the financial data integrity.

IRS & State Representation

Working in Process

We exercise our experience and expertise to provide guidance in dealing with federal and state agencies. We represent our clients with federal and state notices, collections issues, and agency issued audits.

Business Entity Selection & Consultations

New Business Formation

Opening your own business is exciting. We help you avoid the
common pitfalls that many new small business owners make
when starting their new venture.

We will look at the different types of business structure, evaluating
each in terms of your legal exposure, industry specific pros and
cons, their tax advantages, and how easily you will be able to
operate in order to find the one that works best for you.

Select a business structure that best fits your needs
by evaluating tax advantages, legal exposure, ease of
operation and portability should you need to relocate.
(LLC, C Corp, S Corp)

Form the entity

Prepare and file all required federal and state tax elections

Prepare and file your application for your Federal Employer Identification Number

Prepare By-Laws or Operating Agreement based on entity type

Business Consultations

Opening your own business is exciting. We help you avoid the
common pitfalls that many new small business owners make
when starting their new venture.

We will look at the different types of business structure, evaluating
each in terms of your legal exposure, industry specific pros and
cons, their tax advantages, and how easily you will be able to
operate in order to find the one that works best for you.

Select a business structure that best fits your needs
by evaluating tax advantages, legal exposure, ease of
operation and portability should you need to relocate.
(LLC, C Corp, S Corp)

Form the entity

Prepare and file all required federal and state tax elections

Prepare and file your application for your Federal Employer Identification Number

Prepare By-Laws or Operating Agreement based on entity type

Part-time/Interim CFO Services

Growing businesses often reach a point where they need professional financial advice but cannot afford a Full-Time CFO or Controller. The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our CFO services provides you with experienced support at a small fraction of that cost.

Our Part-Time Controller and CFO service gives you a professional financial manager who works with you to help guide your business to success. We provide customized services that fits your business

Description of Services Controller Services CFO Services
Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results
Description of Services Controller Services CFO Services
Prepare By-Laws or Operating Agreement based on entity type
Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results
Coordinating and preparing internal financial statements
Coordinating activities with external accountants and/or auditors
Providing management with information vital to the decision-making process
Managing the budget process
Assessing current accounting operations, offering recommendations for improvement
Evaluating accounting and internal control systems
Evaluating the effectiveness of accounting software and supporting database, as needed
Developing and monitoring business performance metrics
Overseeing regulatory reporting, frequently including tax planning and compliance
Hiring, training and retaining skilled accounting staff
Training your accounting staff
Financial data analysis
Trend analysis
Assistance in defining long-range plans and the quantification of goals
Liaison with bankers, attorneys, vendors, insurance agents, etc
Assistance in obtaining financing from banks, including assistance with negotiations.
Review/negotiation of insurance policies.
Development of company accounting procedure manuals
Analysis of equipment purchases, expansions, etc.
Mergers and acquisitions assistance
Custom designed collection policies and procedures

Bookkeeping & Accounting Services

Affordable + fixed rate

As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

Each month or quarter we will do the following things for you…

Reconcile your bank account

Generate an income statement

Generate a balance sheet

Clean up your general ledger

Period End Accounting & Closing entries

Year End Accounting Adjustments

Payroll Services

Systematic = stress-free

We provide direct deposit services, online access to payroll documents, government compliance, and quick access to vital financial reports – all at an affordable cost.

We offer payroll solutions that meet your business’s needs. Outsourcing the payroll can be cost effective, and time saver. Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system. It also, eliminate the risks of calculating and filing your own payroll taxes by having professionals do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex.

QuickBooks Review & Training

Reasons to use QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners. You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.

QuickBooks Setup

QuickBooks is the ideal business accounting software for small to mid-sized business owners. You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.

Ongoing Services & Support

QuickBooks is the ideal business accounting software for small to mid-sized business owners. You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.

Review your QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners. You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.