YM TAX CPA

Our Services

Individual and Business Tax Preparation

Individual Tax Return

  • Accurate preparation of federal, state, and local tax returns.
  • Maximize deductions and credits to reduce your tax liability.
  • Specialized support for self-employed individuals and gig workers.
  • Assistance with tax planning for life events (marriage, home purchase, retirement).
  • Filing for prior years or amended returns.
  • IRS audit support and correspondence assistance

Business Tax Return

  • Preparation of federal, state, and local business tax returns (C-Corp, S-Corp, LLC, Partnership).
  • Ensure compliance with complex tax regulations.
  • Industry-specific tax strategies to minimize business taxes.
  • Assistance with quarterly estimated tax payments.
  • Filing amended or late business tax returns.
  • Support with IRS audits and resolving tax disputes

Accounting and Bookkeeping

Individual

  • Comprehensive bookkeeping to track income, expenses, and cash flow.
  • Monthly, quarterly, and annual financial statement preparation.
  • Reconciliation of bank accounts, credit cards, and loan statements.
  • Accurate classification and categorization of transactions.
  • Support for QuickBooks, Xero, and other accounting software.
  • Payroll processing and compliance reporting.
  • Assistance with sales tax filings and reporting.


Business

  • Comprehensive bookkeeping to track income, expenses, and cash flow.
  • Monthly, quarterly, and annual financial statement preparation.
  • Reconciliation of bank accounts, credit cards, and loan statements.
  • Accurate classification and categorization of transactions.
  • Support for QuickBooks, Xero, and other accounting software.
  • Payroll processing and compliance reporting.
  • Assistance with sales tax filings and reporting.

 

CFO and Controller Services

CFO

  • Strategic financial planning and forecasting.
  • Budget development and oversight to align with business goals.
  • Cash flow management to ensure liquidity and optimize operations.
  • Analysis of financial performance and profitability.
  • Development and implementation of key performance indicators (KPIs).
  • Support for fundraising, investor relations, and capital structuring.
  • Guidance on mergers, acquisitions, or divestitures.

Controller Services

  • Oversight of day-to-day accounting operations.
  • Preparation and management of monthly, quarterly, and annual financial reports.
  • Internal controls to safeguard assets and ensure compliance.
  • Streamlining financial processes to improve efficiency.
  • Ensuring compliance with GAAP and regulatory requirements.
  • Managing relationships with external auditors and tax advisors.

Financial Audit Services

  • Independent financial audits to ensure accuracy and transparency.
  • Compliance with GAAP, IFRS, or other regulatory frameworks.
  • Assessment of internal controls and risk management practices.
  • Detailed audit reports tailored for stakeholders, investors, and regulatory authorities.
  • Industry-specific audits, including nonprofit, real estate, and small business entities.

Business Formation

Business Formation Services

  • Assistance with selecting the right business structure (LLC, S-Corp, C-Corp, Partnership, etc.).
  • Preparation and filing of articles of incorporation or organization.
  • Obtaining an Employer Identification Number (EIN) from the IRS.
  • Customized operating agreements and bylaws.
  • Guidance on state and federal compliance requirements.
  • Business license and permit assistance.
  • Conversion of existing entities to a new structure.

Registered Agent Services

  • Reliable receipt and forwarding of legal and compliance documents.
  • Maintain privacy by using our address instead of yours.
  • Ensure timely notification of service of process, tax forms, and legal notices.
  • Compliance monitoring to meet annual report and filing deadlines.
  • Support for multi-state entities with registered agent services across jurisdictions.

Payroll

Comprehensive Payroll Solutions

  • Accurate and timely payroll processing for businesses of all sizes.
  • Direct deposit and check payment options for employees.
  • Calculation and filing of federal, state, and local payroll taxes.
  • Management of employee benefits, deductions, and contributions.
  • Preparation and filing of W-2s, 1099s, and other year-end reports.
  • Support for multi-state payroll compliance.
  • Integration with popular accounting software for seamless bookkeeping.

Additional Payroll Support

  • New hire reporting and compliance.
  • Customized payroll schedules (weekly, bi-weekly, monthly).
  • Assistance with payroll audits and reconciliation.
  • Ongoing compliance monitoring to avoid penalties and fines.
  • Payroll setup for startups and new businesses.

 

 

 

Business Valuation

Comprehensive Valuation Solutions

  • Accurate determination of your business’s fair market value.
  • Valuations for mergers, acquisitions, or sales.
  • Assistance with funding, investments, and shareholder agreements.
  • Support for succession planning and exit strategies.
  • Valuations for litigation purposes, including divorce or disputes.
  • Guidance for estate planning and gifting strategies.
  • Valuations for startups, small businesses, and established enterprises.

Our Valuation Methods

  • Income Approach: Evaluating future cash flows to determine present value.
  • Market Approach: Comparing your business to similar businesses in the market.
  • Asset-Based Approach: Assessing the value of your business’s tangible and intangible assets.
 
 
 
 
Make Appointment

Needs Professional Bookkeeper? Make Appointment Now

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Denpasar, Bali

Canggu, Bali

Testimonials

We Are Trusted Over 16+ Countries Worldwide

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Our Pricing

Affordable Pricing Plans

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$59/month
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$99/month
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$79/month
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