Services

Tax

 

​​P&D Tax Pro's are experienced in preparing tax returns for individuals businesses. While preparing income tax returns for our clients, we work in compliance with IRS standards and regulations. Our interview process ensures that each of our clients meets all tax obligations which results in preparing and submitting their tax returns with accuracy and in a timely manner. 

 

  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

  • Uncover potential deductions and credits.

  • Ensure clients do not pay unnecessary taxes.

  • Interview clients to understand their financial situation.

  • Verify totals on forms for accuracy.

  • Prepare tax returns using electronic filing software.

  • Ensure a copy of the completed return is provided to the customer.

Bookkeeping

 

Our experienced bookkeeping department is responsible for handling the primary aspects of a business's financial record keeping which includes recording financial transactions, managing accounts payable and receivable, reconciling bank statements, payroll, and keeping accurate counts on their inventory. Our bookkeepers are highly knowledgeable about all aspects of Quickbooks.
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  • Full charge bookkeeping

  • Bank reconciliation

  • Charge card reconciliation

  • Financial Reports

  • Accounts Payable

  • Accounts Receivables

  • Billing and collections

  • Payroll services

  • Inventory adjustments

 

Quickbooks:

  • Startup Organization

  • Training

Administrative Services
 

We offer Administrative Services through our affiliate company 

Make It Virtual Assistant. Make It Virtual Assistant is the One-Stop-Shop you need to help your business grow and to help you achieve the success you deserve. We pride ourselves on giving our clients the best customer service by teaming them up with “like-minded” Virtual Assistants.

 

  • Customer Service

  • Calendar/Contact Management

  • Editing/Proofreading

  • Web Research

  • Content Management

  • Newsletter/Email Campaigns

  • Article/Blog Creation

  • Web Design and Maintenace

  • eCommerce and Shoppingcart

  • Project management

 

Skills Make It Virtual Assistant brings to the table:

  • 1Shoppingcart

  • InfusionSoft

  • Aweber

  • MailChimp

  • Wordpress

  • All Social Media Platforms

  • Hootsuite

  • BufferApp

  • MeetEdgar

And so much more