Controllership and CFO services.
As small business owner ourselves, we realize how time consuming and stressful running a business can be. With our controllership and CFO services, we will gather your business data and put them in an easy-to-read format, so you know how well your business is doing. You focus on expanding your business while we focus on delivering metrics that help identify your business’s strengths and weaknesses. The accounting tasks of your business can become overwhelming and can pile up very quickly, and this is where you should call Montero CPA to have their team keep your business records organized and help you be compliant with all your tax and accounting deadlines.
Our Firm specializes in helping small or medium size businesses with their accounting processes and keeping their books organized so you can easily determine how you well your business is doing, or which areas need your attention. Call us at (954) 683-2628 or request a free consultation online today!
New business formation and tax structure
The first step in bringing to life your business idea is to choose the correct business and tax structure for your endeavor. This is perhaps the first most important step to take as it will dictate how your profits are taxed. Hiring an expert to help you choose how you organize your business can make the difference in the long haul, as it can have an impact in your retirement and family future. Our experience in the field will help you choose the right business structure that fits your specific situation. After your business is organized, we can help you with your bookkeeping needs, or help you set up your accounting in the software of your choice. Call us at (954) 683-2628 or request a free consultation online today!
PAYROLL SERVICES
Our Firm offers payroll services using a secure electronic platform for timely payment of employee wages. Employees receive their paychecks via direct deposit into their bank accounts and have electronic access to their payment information such as paystubs and W-2 forms. Vendors may be paid electronically as well. We file payroll tax returns, make the tax payments due, and file the annual payroll forms on behalf of the client. Call us at (954) 683-2628 or request a free consultation online today!
QUICKBOOKS Set up and Support Services
If you prefer to do your own bookkeeping using QuickBooksTM we can help you choose which subscription is best for your small business. We can also help you set up your chart of accounts, create invoice templates, set up employees and much more. Call us at (954) 683-2628 or request a free consultation online today!
BUILDING A BUSINESS PLAN
Need to create a roadmap to your business success? We can help. Based on what you would like to achieve, we will create a business plan that will include forecasted results that will help you decide what actions you need to take to attain those goals. A well thought business plan will serve as the foundation of your business and will reveal what efforts are needed to get from point A to point B while ensuring that your limited resources are employed efficiently towards attaining the desired results. Most lenders and several Government agencies request a business plan before they lend you funds for your endeavor or license your business before it can open its doors. Call us at (954) 683-2628 or request a free consultation online today!
IMPROVING PROCESSES
Need a fresh look at your business processes? Have an expert look at your overall business activities to help you eliminate non-value-added routines. You’d be surprised how many things can be done that will significantly reduce the time spent on activities that don’t contribute to your bottom line. Call us at (954) 683-2628 or request a free consultation online today!
Corporate and personal income taxes
Our Firm specializes in preparing State and Federal income taxes for both businesses and individuals. With more than 15 years of experience in the field, rest assure that your tax returns will be prepared with the utmost care and professionalism, and with the goal of minimizing your tax liability. Most importantly, our service to you does not end when we file your taxes, but we will be available for any questions or issues you might have after your taxes are filed. Thinking of doing it yourself? This could end up costing more in the long run in missed credits and incentives! Unless a person fully understands the tax laws, they are taking a big risk with their taxes and money, as mistakes can translate into more taxes owed and/or penalties and interest assessments from the IRS for miss reporting your tax situation. Call us at (954) 683-2628 or request a free consultation online today!
Corporate and personal income taxes
Our Firm specializes in preparing State and Federal income taxes for both businesses and individuals. With more than 15 years of experience in the field, rest assure that your tax returns will be prepared with the utmost care and professionalism, and with the goal of minimizing your tax liability. Most importantly, our service to you does not end when we file your taxes, but we will be available for any questions or issues you might have after your taxes are filed. Thinking of doing it yourself? This could end up costing more in the long run in missed credits and incentives! Unless a person fully understands the tax laws, they are taking a big risk with their taxes and money, as mistakes can translate into more taxes owed and/or penalties and interest assessments from the IRS for miss reporting your tax situation. Call us at (954) 683-2628 or request a free consultation online today!
ITIN applications
If you are not eligible to apply for a Social Security number in the US, but require filing taxes with the IRS, you may need to get a ITIN instead. There are a variety of reason why you would need an ITIN, and we can help you decide whether you need one depending on your personal situation. We are Certified Acceptance Agents which means that you don’t need to send your identifying documents to the IRS. We certify their legitimacy in our offices and send a copy of to the IRS instead. If you are unsure, call us at (954) 683-2628 or request a free consultation online today!