Our Services
Accounting Help and Assistance.
West Coat Tax and Financial Services offers limited accounting services:
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By combining monthly bookkeeping, annual taxes and payroll as needed we have uniquely positioned our offering and our accountants to be your small business accounting experts. As part of our accounting family member you can contact us as often as you need for accounting and small business bookkeeping questions and advice and there is never a charge.
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We know a lot of areas where small business can save money
>We catch a lot more tax deductible expenses (up to 50% more)
> We may recommend converting a DBA or LLC to an S-corp with the owner on the payroll to avoid self- employment taxes.
>We can recommend the best salary for the business owner to maximize tax deductions
> We provide tax planning advice throughout the year not just at the end of the year.
> We can help separate personal and business finances to decrease liability.
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Bookkeeping
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Weat Coat Tax and Financial Services can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Review our services offered and let us know how we can support your business today.
Accounting | Bookkeeping Services:
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• Full Charge Bookkeeping Services
• Accounts Receivable (A/R)(includes invoicing and entering payments from customers)
• Accounts Payable (A/P)(includes entering bills, bill payments, and issuing or preparing checks)
• General Ledger (Journal Entries and/or Adjustments)
• Bank Reconciliation
• Credit Card Reconciliation
• Monthly and Annual Budgeting
• Payroll Coordination
• Non-Audited Financial Reports (Monthly, Quarterly, and/or Annually)
• Income Statement (Profit & Loss Statement)
• Balance Sheet
• Financial Analysis
Income Tax ( Personal & Small Business)
At West Coast Tax and Financial Services , we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Payroll
West Coat Tax and Financial Services payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of Payroll tax returns.
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• W2’s (Year end processing)
• 1099’s (Year end processing)
Sales Tax
West Coat Tax and Financial Services sales tax specialists are sales tax return preparation experts that have top-tier credentials in the sales and use tax industry! Sales tax compliance and return preparation is a time consuming and tedious endeavor even if your business does not sell interstate; it can be even more complex if you do. Existing in-house staff requires frequent updates and training to keep up with the latest filing requirements and changes to the applicable tax rates and laws. It is more cost-effective and efficient to outsource these tasks to our experts. For mid-sized and large companies, our compliance and return programs provide a significant cost-savings opportunity for your business.
When you use our sales tax return service, you can focus your time on activities that add real value to your business instead of searching through state websites for sales tax information and filing deadlines. West Coat Tax and Financial Services offers a best-in-class sales tax return service that covers the filing of local returns while managing due dates and filing schedules. Our experts will review your sales data, prepare a format compliant return for each required jurisdiction.
West Cost Tax and Financial Services provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. 99% of our staff are equip with knowledge and skilled through years of experience. In this field each account is assigned to only one staff whose 100% focus is to provide excellent accounting, bookkeeping and tax services to our clients.