julia.reniger@jwlsexpertaccounting.com
Is your mailbox full of mail? Too many bills to deal with? We provide you the ability to go do something else!!!!
Unclutter your mailbox – have your mail come directly to us for sorting and processing.
We will process your bill payments from your primary designated bank account and will mail the payments prior to their due dates. (Approval process is set by your comfort level)
Do you have investments? properties? expensive toys?
We will reconcile all your investment accounts on a monthly basis – this means you will know your worth.
We will track your tangible and intangible properties and capitalized expenses.
Do you have Artwork? Cars? Anything else of value. These items should be tracked, properly insured, etc. We can help!
Would you like a summary of activities/assets/etc all in one place?
“Income Statements, Balance Sheets, oh my” – We can provide a series of monthly, quarterly, or annual reports tailored to your specific needs.
Just a few additional services provided for you; plus many more!
Tracking Business vs. Personal expenses
Your bank accounts will be reconciled every month
Your investments will be reconciled every month – current FMV available to you anytime you need.
Your employees will be paid. Taxes filed with the EDD and IRS; quarterly and annual reporting completed and W2's provided.
Certified Notary Public available for notarization services.
Many more service options available – JUST ASK!
We have you covered - Any size personal or business filings; from simple to complex tax returns
We will work directly with your or our CPA to provide a full tax package with everything needed for business and individual tax preparation.
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