1. What financial statements can your accounting firm prepare?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
We prepare financial statements for businesses of all sizes on a monthly, quarterly, or annual basis, including balance sheets, profit and loss (income) statements, statements of cash flows, general ledgers and trial balances, bank and credit card reconciliations, payroll summaries, and sales tax support schedules. Statements are prepared using your QuickBooks records or a file we create on your behalf, along with supporting source documents, and are suitable for your own use, lenders, advisors, and tax preparation.
2. What documents are required to begin accounting or tax services?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
A free consultation starts the engagement. What we need depends on the work and Business vs Individual ad how many years need to be completed.
3. What licenses and certifications does your accounting firm have in Glendale, AZ?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
Our professional credentials and registrations include IRS Annual Filing Season Program (AFSP) records of completion for Karen Lynn, President, Ashley Bates, and Bryan Smith; QuickBooks ProAdvisor certification for Karen Lynn; Leslie Olness, CPA, as a licensed CPA on staff since 1999; IRS Preparer Tax Identification Numbers (PTINs) for all paid preparers; IRS e-file authorization; an Arizona Board of Accountancy CPA license held by Leslie Olness; and a business license on file with the City of Glendale.
4. What is the average time taken to prepare tax returns?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
Once we have a complete organizer and all required source documents, straightforward individual tax returns typically take about 5 to 7 business days, while individual returns involving rentals, investments, or self-employment generally take about 7 to 14 business days. Business returns, including Schedule C, partnership, S corporation, and C corporation returns, typically take about 2 to 3 weeks after the books are closed and payroll forms are received. Bookkeeping catch-up services are quoted separately based on the number of months that are behind. During peak tax season, from February through April, processing times may be longer. We e-file federal and Arizona returns and provide a copy through the client portal when the return is ready for your review and signature.
5. Can you help freelancers with taxes?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
Yes, we prepare returns for self-employed people who get 1099s instead of a W-2. Uber drivers, consultants, designers, realtors paid on commission, and sole proprietors with no employees all fall in that bucket. These are typically on the individual's personal return, on Schedule C.
6. How do you provide financial updates to clients?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
Accounting clients receive a monthly or quarterly set of financial statements (balance sheet, P&L, general ledger) through their secure client portal.
7. What is the price range for your accounting services in Glendale, AZ?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
Fees depend on the return or the monthly workload. Call us and explain your situation and what you need done. We can quote a range from there. New clients get a free consultation.
8. How do you handle multi-entity accounting needs?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
Each entity gets its own books, bank accounts, and tax return. We then tie the group together for the owner, including the personal return that reports the K-1s. Sole props, LLCs, partnerships, S corps, and C corps are all covered, with intercompany amounts kept separate so draws and shared expenses do not get mixed.
9. How many years have you been providing accounting services?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
The Tax Office, Inc. has provided accounting, bookkeeping, payroll, and tax preparation in Glendale since 1986, about 40 years. Jim Bates founded the firm and built it. After he passed away in 2009, his youngest daughter, Karen Lynn, took over as owner. Her daughter, Ashley Bates, is the manager and head accountant.
10. What support do you provide during IRS audits or tax investigations?
Sapphire Bookkeeping, Accounting & Tax
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LeAnn Risenhoover, CPA, PLC
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The Tax Office, Inc.
If the IRS or Arizona Department of Revenue questions a return we prepared, we pull the workpapers and help you answer the notice. If we did not prepare the return, we will ask for all necessary documents and past tax returns to review. Leslie Olness, CPA, can represent clients before the IRS. A notice response or audit is a separate engagement, quoted before we start. We refer out anything that needs a tax attorney.