MONEY MATTERS FLORIDA
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INDIVIDUAL TAX RETURN
Form 1040
Single; Head of Household;
Married filing Joint or Separate;
Qualified Surviving Spouse; Senior
Non-Resident/Resident Alien (ITIN)
To include:
All eligible credit & itemized deductions
CORPORATE & PARTNERSHIP
Form 1120, 1120S, 1065
Sole Proprietorship;
Partnership (General or Limited)
Corporate (C-Corp or S-Corp)
To include:
K-1 schedule & 1099 forms
NEW BUSINESS START-UP PACKAGE
Incorporate new business entity
Provide Registered Agent service
File Annual Report with State (YR. 2)
Obtain Business License, as required
State & Federal ID; Certificate of Status
BOOKKEEPING SERVICES
Accurate month-end reconciliation
Monthly Profit & Loss Statement
Quarterly payroll, sales & excise tax
Budget comparison analysis report
Year End Financial Statements:
Balance Sheet, P&L and Retained Earning
To include:
K-1 Schedule & 1099-Forms
CREDIT CHECKUP & RECOVERY PLAN
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