Business Accounting Package

Small Business Accounting Solutions

Del Real Tax Group offers a fixed fee monthly accounting services package as a solution to the small business’ tax and accounting needs.  Why partner with Del Real Tax for your accounting needs? For starters, we are a small business too. We’re dealing with the same daily tasks of managing a business, bringing in new clients, and paying bills. We know the challenges our business clients face and, more importantly, we’ve figured out the best way to manage our practice to ensure success and provide the greatest level of customer service to our clients.

Not only do we want our clients to trust in us, but we feel that it is our role to help educate clients on the best practices for business profitability. To that end we spend time with our clients, providing education, information, and timely data to help them make the most strategic business decisions possible

You Handle Bills and Deposits — We Take Care of the Rest

Our firm will handle everything from financial statement reporting and bank reconciliations to payroll and general ledger maintenance. We also take the time to review your data with you on a regular basis to ensure you understand your financial status and have the information at hand to make sound business decisions.

Think of us as your outsourced accounting department with individual and business tax support. Our Comprehensive Accounting Solution offers small businesses relief from the day-to-day accounting hassles. As your trusted advisor, we reconcile your accounts, file your sales tax, process payroll payments and payroll tax returns, furnish financial statements, produce W-2’s, produce 1099’s, prepare tax returns and provide valuable financial and tax advice throughout the year.

As a business owner, your success depends upon your ability to focus on your core business. Don’t let the bookkeeping, payroll or sales tax filings become a burden. Small and medium sized businesses turn to Del real Tax Group for quality Tax and Accounting services delivered with by professionals.

Everything You Need Under One Roof

Most accountants only handle one aspect business finance. You may see one consultant for accounting, another for taxes, a third for payroll, and even a fourth for business consulting and forecasting. When you hire Del Real Tax, you get a firm that specializes in all aspects of small business accounting located under one roof and for a monthly affordable fee.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes  and other liabilities. From your company’s inception through its growth and development, Del Real Tax Gruop can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Initial Strategy Session

• We review your entity structure, your most recent financial statements, and the owner’s compensation plan to assess opportunities for improvement.
• We review your current recordkeeping procedures and make recommendations for making this process as efficient as possible.
• We prepare an updated owner’s compensation plan that is tax efficient.

Financial Statements And Compliance Services 

We keep track of your business and financial activities from month to month, which allows you to see where improvements can be made and aids in tax planning to prevent overpaying taxes.

• Complete financial statements with letter of compilation signed by CPA.
• Monthly or quarterly sales and use tax return preparation to ensure compliance.
• We maintain your fixed-asset depreciation schedules and prepare your personal property tax return.
• We will handle all correspondence with state and federal tax authorities, including sales and use tax, giving you more time to focus on growing your business.

Business And Financial Guidance

We advise our clients to call us anytime they are considering a major decision so that we can determine the effects on cash-flows and taxes allowing the owner to make informed decisions.

Annual Tax Planning Meeting

Usually held in August or September, we meet to discuss strategies to ensure you and your business pay the smallest amount of taxes possible. This includes reviewing your business and personal expenses for missed deductions as well as investigating potential tax credit opportunities.

Annual Tax Returns

We prepare your business income tax returns; however, unlike most firms that are in a rush to get their clients’ tax returns done by the deadline, we keep up on the accounting tasks every month. This enables us to spend more time helping to improve your business rather than just filing tax returns. We also prepare your 1099 and 1096 filings.

The Value of Our Professional Services

• Frees you to focus on your business—not on time-intensive accounting tasks.
• Assures you that your data is accurate—you have a team of accounting professionals developing your financial statements and reports.
• Offers ultimate convenience—via our portals, documents are exchanged online and are accessible 24/7.
• Ensures security of data— all documents are delivered through our secure online portal platform.

• Reduce your overhead costs by eliminating a specialized employee dedicated to overseeing the books. With your trusted advisors on the job, there is never a worry about the security of the data. Your stress is eliminated.

• Provides assurance that all your bookkeeping needs are met—our experts take care of everything for you