CPA Firms

Jose I.R. Collado, CPA can help individuals, businesses, estates and trusts with a variety of tax and financial services.

Services:

• Tax planning for individuals
• Preparation of Federal and State income tax returns
• Federal or State tax audit representation or assistance
• Analysis of alternatives for funding education
• Pre and post retirement strategies
• Assistance with loan applications, amortization schedules
• Assistance with marital dissolutions and related issues
• Assistance with social security qualification, eligibility and tax planning
• Budgeting and cash management
• Preparation of personal financial statements
• Obtain Federal and State Employer Identification numbers
• Planning for and minimizing income taxes
• Tax planning for businesses
• Preparation of workers' compensation reports
• Preparation of compiled financial statements
• Preparation of internal use only financial statements
• Business valuation analysis
• Break-even analysis
• Succession planning
• Federal or State tax audit representation or assistance
• Assistance with employee fringe benefit plans
• Assistance with loan applications, amortization schedules
• Analysis of alternatives for funding growth
• Preparation of sales tax reports
• Preparation of Federal and State corporate, partnership, LLC, etc. income tax returns
• Assistance with accounting systems design and implementation
• Payroll services - Check writing, payroll tax reports, W-2's, etc.
• Preparation of annual 1099's
• Obtain Federal and State Identification numbers
• Tax planning for estates and trusts
• Preparation of Federal and State estate, gift, and income tax returns
• Federal or State Tax Audit representation or assistance
• Assistance with estate administration and accounting issues
• Assistance with pre death and post death planning
• Wealth transfer strategies
• Quicken Software - Set up and maintenance
• QuickBooks Software - Set up and maintenance
• Microsoft Office