We can customize timely and efficient bookkeeping services to fit your business. If you desire to stay in-house, we can recommend and train your staff onsite in all segments of the bookkeeping process.
Our on Demand, no Contract, Bookkeeping solutions will offer you the ability to track income and expenses, send invoices to customers, access accurate financial reports or we can prepare, save and present for review on a quarterly, monthly, and/or annual basis financial reports.
Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Xero.
Bank Reconciliations
Accounts Payable
Accounts Receivables
Sales Tax Filings and Payments
Management Reports
Financial Statement preparation for small business and not-for-profit clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheets and detailed operating statements can be prepared and analyzed on a timely basis.
Not-for-profit organizations have many stakeholders and each one has an interest in the financial
affairs of the organization. All stakeholders have a common interest in areas such as:
Some stakeholders have quite specific interests. For example:
The organization, through its management, has a reporting duty to all of these stakeholders. Financial statements and other financial reports are communication tools that the organization uses to meet the information needs of its stakeholders.
We can provide a comprehensive suite of Cloud Accounting, Business Support, and Consulting services that will save you time, money, and provide peace of mind. We leverage technology to create a customized accounting and business support services based on our assessment of your unique operations and internal controls. Our Controllership Service will provide guidance on your entire financial operation, including entity selection, cash flow forecasting, business modeling, and budgeting. We can provide executive-level strategic direction, superior financial planning, and analysis, technical consulting on complex matters, special project execution, and high-level transaction processing in a controlled environment.
Our team of experienced staff is trustworthy, reliable, and has the technical knowledge and problem-solving abilities to resolve complex finance and accounting issues while continuing to strengthen the operational effectiveness and collaborative environment of our clients. We have the knowledge and insights to engage your financial and strategic planning outlook to determine and direct your path to future growth.
You started your business because you know what you’re doing. You build, you create, you consult. But payroll is a constant issue that takes up your time and concentration and ties up money. Getting it right means avoiding trouble and keeping up employee morale. That’s what Maitland & Associates Payroll does. We let you keep your money longer and be more flexible about how it gets out. We’re your business partner who handles the unfun stuff, letting you do what you do best. Let’s work together.
In your business, things can change daily. You might need to change how your payroll is handled on the fly. We don’t think you should be bound by your payroll company. We give you the flexibility to:
We’re your partner. We’ll work on your schedule.
Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions. Federal and State tax filings, Direct Deposit or issuance of checks, Employee 24-hour access to paystubs, W2, make changes to W-4 and personal information. Annual preparation of all W-2s and 1099 forms.
EMPLOYEE RETENTION CREDIT
The federal government established the Employee Retention Credit (ERC) to provide a refundable employment tax credit to help businesses with the cost of keeping staff employed. Eligible businesses that experienced a decline in gross receipts or were closed due to government orders and didn't claim the credit when they filed their original return can take advantage by filing adjusted employment tax returns. Eligible employers may still claim the ERC for prior quarters by filing an applicable adjusted employment tax return within the deadline set forth in the corresponding form instructions.
We can help you claim ERC for your business. CALL OR EMAIL US!
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corporation, Not-for-Profit, Limited Liability Company, Partnership, or Sole Proprietor, a properly prepared tax return can be filed to minimize the tax owed.
Before we prepare your business tax return, we assess your business's current financial posture and analyze the gaps and plan ahead. By determining the projected marginal tax rate for each year, we can weigh the advantages of accelerating income or deductions. Here some important considerations that we address:
Tax planning and tax forecasting services for individual and small business clients are a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Recent tax reform has added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions. With the more generous estate tax exclusions under the TCJA, the financial planner’s focus will increasingly turn to multi-year income tax planning. The thresholds for having a client become subject to the tax on net investment income and the higher rates on qualified dividends and long-term capital gains are planning areas that will be addressed.
Here are some factors for tax planning consideration: • Basis of assets • Legal title of assets • Choice of business entity • Income in respect of a decedent • Life insurance • Retained incidents of ownership • Assignments • Insurance and retirement plan beneficiary designations and settlement options • Annuities • Employee benefits • Executive compensation • Charitable giving • Income splitting within the family • Alternative minimum tax • Income taxation of trusts • The impact of the NIIT
Maitland & Associates offers a full range of professional income tax preparation services and solutions. From busy singles to families on the go, we provide tax preparation services for federal, state, and local taxes.
Our licensed tax professionals each year remain current and educated with the rapidly changing laws through continuing education to ensure that you benefit from every allowable credit and tax deduction. We are committed to preparing an accurate tax return and the maximum refund possible.
☐ Name ☐ Date of Birth
☐ Social Security Card /ITIN/ATIN ☐ Last Year's Tax Return
☐ Valid Driver's License ☐ Fill out Referral Sheet for Cash Back!
☐ W-2's ☐ Interest (1099-INT or substitute)
☐ Dividend Slips (1099-DIV or substitute) ☐ Stock Sales (1099-B or substitute)
☐ Self-Employment Income and Expenses ☐ Sale of a Personal Residence
☐ Rental Income and Expenses ☐ Sale of any Business Assets
☐ Gambling or Lottery Winnings (W-2G for some winnings) ☐ State Income Tax Refund (1099-G)
☐ Pension Income (1099-R) ☐ Estimated Taxes Paid
☐ Social Security or Railroad Retirement (SSA-1099 or RRB-1099) ☐ IRA or 401(k) Distribution (1099-R)
☐ Unemployment Compensation (1099-G) ☐ Miscellaneous Income (1099-MISC)
☐ Medical Expenses ☐ Real Estate or Personal Property Taxes
☐ Mortgage Interest ☐ Charitable Contributions
☐ Employee Business Expenses ☐ Gambling Losses
☐ Moving Expenses ☐ Traditional IRA Contributions
☐ Higher Education Expenses ☐ Educator Expenses ☐ Student Loan Interest
TAX CREDITS:
☐ Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
☐ Adoption Expenses
☐ Retirement Savings Contributions
If you are looking for accountability, compliance, and proper order in your evaluation of certain standard operating procedures or policies, our team will guide you in developing those procedures that will enunciate your expectations. We can ease uncertainty in assessing certain business strategies that may shape the future of business.
Agreed-Upon Procedures can be structured to test, or review procedures related to the subject matter below, but not limited to:
Change the world with your brilliant idea by starting a Non-for-Profit Organization. We can help you earn that 501(c)(3) tax-exempt status with the Internal Revenue Service and the State.
The 501(c)(3) formation and applications services include:
File Articles of Incorporation documents with the Secretary of State
File for Employer Identification Number (EIN)
Create an organization's by-laws
Complete Form 1023 and supporting narrative
Create Compensation and Conflict of Interest Policies
Address any correspondence State and Federal agencies
866-285-6422 info@maitland-cpa.com
This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way...
To Our Individual Clients:
Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law change requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope that by taking a few minutes to read it, you will have a better understanding of what we do with the information you provide us and how we keep it private and secure.
A. Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
B. Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
C. Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of out firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting you privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.
© . All Rights Reserved.