Products & Services

Worth & Associates offers a diverse range of exclusive products and solutions at affordable prices. We pride ourself on providing high quality products and offer a quality guarantee on all items.

 

Small or large, your request will be met with expert advice, individualized attention, and innovative solutions.

Contact us and discover all we have to offer. Our staff is looking forward to speaking with you.

BOOKKEEPING

 

Our firm provides complete bookkeeping services including general journal and subsidiary ledger maintenance, bank statement reconciliation and accounts receivable and payable tracking and analysis.  We can tailor fit a program to meet your needs on a temporary and permanent basis.  Additionally, we will find just the right system to keep you informed of important company statistics.  Other bookkeeping services that our firm offers include:

 

Temporary Controller Services - At times our clients may find that they are in need of additional key accounting personnel or a temporary solution to a critical period of time.  We will find personnel to keep the accounting operations running smoothly and will aid in evaluating candidates for financial positions.

 

Virtual Accounting Services - Many of our clients are internet sales organizations.  These companies are new business models in that they do not have a conventional office for data.  We design and manage the financial systems for these companies by gathering information from sales website, banking sites, and integration with vendors and officers.  Our role includes sales tax, payroll tax, corporate and individual taxation as well as tax planning.  We manage the entire accounting cycle, offering a shared staff at all levels of skill.

 

Payroll - We provide customized payroll services to many of our clients at a reasonable cost.  These services include running payroll, making tax deposits, preparing payroll tax returns, and preparing year end forms such as Form W-2.

 

 

TAX PREPARATION

 
Worth & Associates, CPAs, PC provides tax preparation services and support for corporate, individual, not for profit, and and some governmental agencies.  Our tax services extend long past the tax filing season, as we work year round to tailor the best tax plans.  Our tax services include:

 

            Individual Income Tax and Accompanying State Tax

            Corporation Income Tax and Accompanying State Tax

            Trust Tax Returns

            Gift Tax Returns

            Estate Tax Returns

            MultiStateTax Returns

            Payroll Tax Returns

            Sales Tax Returns

            Property Tax Returns.

 

We can represent you in IRS and state audits as well as assist you in preparing for these audits.  We also can provide guidance on tax issues, penalty assessment, and tax notices.

 

 

FINANCIAL STATEMENT REPORTING

 

Our firm offers financial statement services to include:

 

            Audits of Financial Statements

            Reviews of Financial Statements

            Compilations of Financial Statements

 

 

ACCOUNTING AND TAX CONSULTING

 

There are many areas that we can enhance your business process or enrich your personal financial development.  We offer the following solutions to compliment our traditional services:

 

QuickBooks Installation and Training – We offer both in house and on site support of the QuickBooks accounting software.

 

Tax Planning – Our firm will help to estimate a tax projection for you so that you can budget and stay safe from costly penalties.

 

Financial Forecasting and Budgeting – In this day and age and economic society, it is crucial to stay abreast of financial trends both in business and personal matters.  We can help you set up a plan and stick to it.

 

Estate Planning – There are many important issues to address as we age.  Do you have all of the necessary forms in place?  Have you identified all the key investments, debts, and accounts that need to be managed to ease the transition to your loved ones?  Or do you have aging parents?  We can consult with you through this painful, yet necessary process.

 

Buying or Selling a Business – Starting a business has just as many implications as selling or dissolving a business.  What is the right entity choice to begin with?  Do you need an attorney?  How much working capital should you start with and where do you get it?  And when you ready to sell, how do you shut down?  What are the taxable implications?  Worth & Associates, CPAs PC will guide you through every step of the process and can offer you references for business associates to assist you.