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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

CRE UNDERWRITING DUE DILIGENCE 

All Commercial Real Estate

Reconstruct Operating Statement:

Actual & Proforma DSCR analysis

Estimated Market Value(s) 

Industry Market Analysis

LOAN & GRANT ASSISTANCE

(SMALL BUSINESS ONLY)

Small Business Administration (SBA)

Conventional Lender - Loan Package

Procure Eligible Grant Programs

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 

Schedule an appointment for more information

Email address:

LINDA@moneymattersFLORIDA.com

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