Office
228-284-1491

Services

What you can expect

You can always reach someone in our office. If we cannot answer your question immediately, we will return your call as soon as possible.
We will keep your books updated throughout the year.
We will provide an annual tax projection for all monthly clients and inform them of any anticipated change in taxes.

Small Business Accounting and Payroll

As a small business owner, you have more important things to do than keep your books. We take care of your books, sales tax, and payroll so you can get back to running your business and generating profits. 

When you hire us to handle your business’s monthly accounting, you will have access to your financial statements throughout the year to evaluate your performance. Our s ff will go above and beyond to help you with whatever you need. Custo r service is number one here.

We offer computerized payroll services, including direct deposit, online paystub access, automated payroll tax return filings, and payroll tax payments. We han le garnishments and payroll tax notices for you.

We can file and pay your sales tax returns for you. 

We can prepare annual budgets and budget vs. actual reports for you, as well as specialized reports if/when needed.

Tax Services

We provide tax services for small businesses, individuals, and trusts. Given the complexity of the tax system, we hope to simplify it for you, help you stay in compliance, reduce your tax liability, and save you time by assisting you with your taxes.  

Berel CPA, PLLC provides year-round tax planning, tax projection, and tax preparation services.  

  • Tax planning includes analysis of proper entity classification, taking advantage of available deductions and credits, and advising clients on structuring deals to minimize taxes.
  • Tax projections include calculating taxes based on estimated income and deductions.
  • We prepare taxes for individuals, limited liability companies, corporations, S-Corporations, partnerships, small estates, and small trusts.

New business Formation

We will advise you on the best entity selection for your new business, file the paperwork with the state, and obtain your tax ID number. You will need these items to open a bank account for your new business.  Some banks also ask for operating agreements, which we have not prepared.  Check with your bank.

We offer specialized accounting services on a case-by-case basis.  Here are a few examples:

Berel CPA offers accounting services for Condo/Homeowners’ associations. Below is a list of the services we can provide:

  • Set up automatic monthly billing of HOA dues.
  • Set up special assessment billing.
  • Allow payments from owners online.
  • Receive payments at our office.
  • Manually post any payments received via check to owner accounts timely.
  • Deposit dues checks at your bank.
  • Track Accounts Receivable (A/R)
  • Prepare payments to your vendors as required.
  • Reconcile bank accounts monthly.
  • Generate reports that you require (A/R Aging report, Balance Sheet, and P&L)
  • Prepare annual budget and provide a “budget to actual” monthly report.
  • Prepare annual tax filings.

Our goal is to assist the Board so you can deal with actual issues that need to be addressed at the condo instead of dealing with the accounting issues.

Berel CPA offers Percentage of Completion Reports for Construction Companies so they can evaluate performance during the project.  It is not uncommon to receive a large deposit on a construction job up front.  These reports help owners and managers understand the actual revenue earned from a job.

How to get started

For monthly accounting services, schedule your free 30-minute consultation.  We will review your needs and determine a course of action to accomplish them.  Depending on the size of the business and the services needed, it may take us a few months to determine a fixed monthly price for the services provided.  

For New tax clients, schedule a consultation.  Our charge for the consultation ($150 per hour) will be deducted from the tax services invoice. We will need the following information:

  • New client form completed.
  • At least one prior year tax return

For returning tax clients, you may drop off your information.  Please let us know if you have moved or have changed your contact information.