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Saji M. Daniel, CPA

"Providing Accounting, Consulting, and Tax Services"

Phone:  (469) 384-4300

 

Services



Accounting Services

Bookkeeping/Write-Up

Compilation and Review Services

Tax Preparation

Tax Planning

IRS Representation

Part-time Controller

Consulting Services

Accounting Services for Health Care Professionals

Payroll Services

 

 

Accounting Services
Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements to comply with your loan or contract obligations.  Other services include Agreed-upon procedures.  An Agreed-upon procedures engagement is designed to provide management and outside parties with insights into specific financial statement elements, without looking at all of the elements. 

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Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services with fees starting at $60 (rate for sole proprietors in most cases) a month, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. We also provide services customized to your needs. Please call our office for details.

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Compilation and Review Services
Depending on your needs, we will compile your financial statements on a monthly, quarterly or annual basis.  We also provide review services.  Reviews are often needed for companies that must report their financial results to third parties such as creditors, regulatory agencies, or for the use of the owners of the company. 

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Tax Preparation
Our firm offers professional preparation of federal and state individual income tax returns at competitive, affordable rates.  We also prepare federal and state tax returns for businesses.

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Tax Planning
Are you confident that you are taking advantage of all the income tax deductions available to you?  If you are not sure, then please email or call me for a FREE consultation.  We provide Estate Planning, Retirement Planning, Planning for College Costs, and Planning for Self-Employed Individuals.

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IRS Representation
Are you receiving notices from the IRS and need help with it?  If yes, please call for a free consultation.

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Part-time Controller
We provide controllership services for small businesses only. Our controllership services includes supervision of staff, preparation of customized reports for management use, payroll, bank reconciliations, accounts receivable, and accounts payable.


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Consulting Services
Our firm offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. We also provide Sarbanes-Oxley related consultations.

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Accounting Services for Health Care Professionals
We provide Part-time Controller services for Health Care Professionals.  Please call at your convenience to arrange a mutually convenient time to discuss in detail what we can do for you.

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Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns.

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