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Services Provided

   

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      Technical Developments    

Contents:

                                       
                                                                                 
           

Tax Saving Strategy

Time Saving Strategy

Tax Services

Record Keeping Services

Accounting Services

Payroll Services

Entity Formation Services

Colorful Graphic Reports

Asset Protection Strategies

                     
                                                                                 
                       

Tax Saving Strategies

 

"99% of small businesses pay too much income tax."  Robert Ellis.  Our tax strategies are designed to cut income tax to the legal minimum Click Here

 

Time Saving Strategies

"There is not enough time, unless you are serving it."  Malcolm Forbes.  Our Behind-the-Scenes Strategy Model relieves you of mundane time-consuming busy work. Click Here to take your life back. 

Risk Control Strategies

"It is not illegal to arrange your affairs in such a way that you pay less income tax."  Judge Learned Hand.  We stay completely away from the risky grey areas.  Click Here  

Traditional Tax Services

 

Tax Strategy devised to cut income tax to legal minimums.

Tax Preparation

Tax Planning

National Tax Practice

Clients in 40 + states.

Fully electronic and internet capable. 

Virtual Controller local web portals available.

 

Outsourcing Services

 

Bookkeeping and Record keeping Services

 

Convenient, easy, non intrusive bookkeeping and record keeping services, fully electronic, on-line web portals. 

 

Our busy clients who have little or no inclination or interest in record keeping for themselves appreciate the fact that our services operate in the background, over the internet, utilizing "restricted access" to bank accounts and credit cards.  Eventually they become so comfortable with our services they think of us only when they receive monthly reports.  

 

Financial Management Services

 

For busy high income services providers and professionals who are always on the go and have neither the time nor the inclination to handle their own cash management, bill paying and investment management.  We do this with as little interference as possible. 

  

Payroll Services.

 

Provided by a sister company, PDI PaySource Inc.  970-254-9282.  www.pdipayroll.com

 

Non intrusive, convenient, fully electronic, all forms and taxes included.  Much more convenient, more reliable and less costly than Quickbooks Payroll, ADP and PayChex and other better know alternatives.

 

Entity Formation

 

We form all the entities required by your tax strategies and the tax preferences selected for you.  All eleven basic business entities, including corporations, LLC's trusts, family partnerships, etc.  Selection among entities is based on tax preferences and deductibility of certain expenses.

 

articles of organization

articles of incorporation

bylaws

operating agreements

minutes of the first meeting

minutes of subsequent meetings

one page business plan

various tax elections

various payroll tax applications

secure federal id number

secure state id number

payroll services,

EIN numbers,

EFTPS
State EFT

 

Colorful Graphic Reports

 

Numerous monthly and other reports are available monthly or on a regular basis.  For those people with little time on their hands, we provide reports in visually pleasing colored graphical format.  All reports are available in traditional format.

 

Call for more information.  970-241-5040.  Ask for Crystal, our client coordinator.

 

Asset Protection Strategies Available

                     
                                                                                 
                                                                                 
                                                                                 
                                                                                 
                                                                                 
                                                                                 
                                                                                 
                                                                                 
                                                                                 
                                                                                 
    Copyright (c) 2008. All rights reserved, Ellis CPA Firm PC                                                    
                                                                                 
    970-241-5040
cm@elliscpafirm.com