Services


Please  email us for a FREE price quote on the type of service you are looking for. We offer a bunch of different packages to suit your business needs.
For each service, our clients may choose to have services provided on a monthly, quarterly or catch-up basis.  The breakdown for each method is described as follows:
Monthly Bookkeeping
This is the most common basis for bookkeeping.  This option enables monthly projections of a company's financial position.  Excellent for staying on top and having the essential tools to better manage day-to-day operations.
Quarterly Bookkeeping
This option is aimed for businesses with lower volumes of activity.  For companies with payroll, we suggest quarterly bookkeeping as your minimum option.
Catch-Up Bookkeeping
This option is aimed for businesses with lower volumes of activity.  This service is also ideal for double checking in-house self bookkeeping and for those who have fallen behind so that you can expect a smoother tax filing.


TAX SERVICE

  • Federal & State Income Tax Returns
  • Individual (1040ez - 1040A - 1040)
  • Small Business
  • Corporations - S Corps - Trusts - Partnerships - Non-Profits
  • Free E-Filing If We Prepare Your Return
  • E-Filing Service Available For A Small Fee If You Bring Us A Return
  • Refund Transfers Available
  • Returns Start At $50

BOOKKEEPING SERVICE

  • Daily Record Keeping
  • Accounts Receivables (Billing - Processing Payments - Aging)
  • Accounts Payables (Check Writing - Maintaining Vendor Records)
  • Bank Reconciliation
  • Financial Statements
  • Quarterly Reports
  • Annual Reports
  • Monthly Tax Deposits
  • Year-End Processing (1099's)
ADMINISTRATIVE SERVICE
  • Mailing Lists
  • Word Processing
  • Spreadsheets
  • Faxing
  • Maintain Filing Systems
  • Notary Public


We Accept Visa - Mastercard - Discover

 

 

Below are forms to complete prior to your tax appointment.

Client Tax Organizer 2017
Click for form

Business Entities Tax Organizer 2017
Click for form

 

Sunset Tax and
Bookkeeping Service

28436 Sunset Road
Valley Center, CA 92082
ph: 760-751-3498
fax: 760-496-0865
lori@sunsettax.com

 

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