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Our Services
At Greenlight Tax Group we turn financial chaos into accurate accounting and reporting. Our Accounting & Bookkeeping services are designed to organize your finances to reduce your taxes and increase your profits.
Our team will review and/or create your Chart of Accounts to ensure proper categorization of each and every transaction. Your dedicated accountant will code all your transactions and make sure all of your assets and liabilities are in your books correctly.
We pull your bank statements each month, you don’t have to send them to us! Then we reconcile your transactions to ensure accurate and up to date accounting.
The IRS expects you to keep every receipt for purchases $75 or more. We monitor your business expenses and create a system to attach the necessary receipts to each expense in your books. We look for unnecessary expenses to reduce costs and we also collect the proper documents to issue 1099s annually.
After your accounting is up to date, we generate and send you monthly, quarterly, and annual financial reports, including a balance sheet and income statement. We can also generate other financial reports to analyze the financial health of your business when requested.
We set-up and run payroll every month, including managing 940s/941s and issuing W2s. We also assist in determining appropriate annual salary for business owners.
With accurate financials, we provide recommendations for estimated quarterly tax payments. It’s important to pay taxes quarterly to eliminate and/or reduce failure to pay penalties and interest.
Accounting Services
Accurate Financials Lead to Lower Taxes
At Greenlight Tax Group, we provide accounting and bookkeeping services to help you manage your business and save taxes. Our team of experts handle your accounting from categorization to reconciliation. They work closely with our tax team to ensure revenue, contributions, expenses, assets, and liabilities are accurately coded. With organized and accurate records, we identify all possible tax-saving opportunities available to your business. Focus on growing your business, leave your company financials to us and maximize your tax savings… year after year.
Why Choose Us to Take Over
Your Accounting and Manage Your Books?
Our team of bookkeepers are all QuickBooks Certified ProAdvisors; they are accounting experts and software experts. They know how to properly prepare your books to ensure accuracy and deliver significant tax savings.
The clock is never ticking. We want you to come see us, call us, email us, or text us with all your questions. So, we don’t charge by the hour. You can enjoy peace of mind with our clear, upfront pricing — no surprises.
Our clients experience significant tax savings with our team of experts and dedicated approach. We are committed to your success, and we’re determined to create efficiencies to help you manage and grow your business.
Greenlight Tax Group serves as a faithful extension of your business. We work for you, not the IRS. We are dedicated to providing expertise, unwavering commitment to compliance and on-going support and guidance.
Our 5 Step Process:
We’ll kick things off with a discovery session to get a feel for your challenges, frustrations and unique needs and goals. During our chat, we’ll get into your business and dive into your current tax situation so we can map out our recommendations and next best steps.
After our initial meeting, we’ll create a scope of work and detail our recommendations. This typically includes accounting, advanced tax planning, IRS resolution plan (if applicable) and next steps.
To get started, we’ll send you a simple engagement letter (no lengthy contracts) that includes your tax-deductible fee, scope of work and commitments we’re making to ensure a successful relationship. We want to make this as easy as possible; we don’t force non-cancellable contracts or make you pay huge fees up-front. We won’t nickel and dime you or charge by the hour. Our fee structure is simple and 100% predictable.
Our onboarding process is designed to map out next steps, explain internal processes, as well as establish and align expectations. During this time, you will be assigned a dedicated accountant who will manage your bookkeeping so we can start building the foundation of your tax plan. We will also talk through a plan to tackle any tax issues we have identified. Our team works collaboratively, so we encourage you to ask questions and communicate specific needs during onboarding and all along the way.
Tax planning is a marathon, not a sprint. We don’t just set it up and forget it. Our team will provide on-going accounting support, and we will guide you on tax planning and tax issues all along the way. We are not your typical tax planning firm; we’re committed to clear and constant communication. You have a question, call us. Our team is quick to respond and always available to provide guidance, keeping you informed and confident.
❝In America there are two tax systems: one for the informed and one for the uninformed. Both are legal.❞
- Judge Learned Hand
Ready for a strong accounting system?
Choose a Day & Time that works for you. Looking forward to it!
2024 © Greenlight Tax Group LLC, All rights reserved.
2024 © Greenlight Tax Group LLC, All rights reserved.
