Joseph George Sr., CPA, has over 15 years of experience in accounting and taxation.
- Financial Projections
- Income Tax Returns
- IRS Representation
- Property Rendition Reports
- Sales Tax Reports
Income Tax Returns (federal and all states)
- Individual – Form 1040
- C‐Corporation & S‐Corporations – Form 1120 and 1120s
- Partnership – Form 1065
- Estate and Trust Income – Form 1041
- Estate and Gift Tax Returns – Form 706 and 709
Joseph George CPA PLLC provides tax preparation services for federal, all states, local, and foreign tax returns for individuals and business entities. For business entities (Corporations and Partnerships), we use the balance sheet approach to make sure to complete the accounting equation of assets equals liabilities plus owner’s equity. Usually at the end of the year we email tax organizers for all of our past clients that include the updated engagement letter and prior year tax information to help prepare for the upcoming tax season and gather all of the upcoming tax documents.
Payroll Services – Forms 941, TWC, 940, W3/W2, 1099s
done electronically, you don’t have to worry about writing a paper check for the taxes owed as we
utilize the EFTPS system to setup electronic transfers to the IRS. At the end of the year the W3 and W2’s can be prepared and electronically filed with the Social Security Administration. Also at year end, we can
analyze your books to see who qualifies for a 1099‐Nec and 1099‐MISC. These Forms are able to be filed as well.
Bookkeeping Services – QuickBooks Online / Desktop
Joseph George CPA PLLC prepares quarterly, semi‐annual, and annual bookkeeping services for tax clients. This involves bank and credit card reconciliations, fixed asset reconciliations with purchase invoices, loan reconciliations with monthly loan statements, and many other procedures to get
businesses ready for a smoother upcoming tax season.
Compilation and Review Services
Compilation and Review Services – GAAP and Other Comprehensive Basis of Accounting
Joseph George CPA PLLC prepares compilation and reviewed financial statement services. This includes GAAP and the Other Comprehensive basis of accounting methods (tax basis). Compilations are a lower level of service that provide no assurance. Reviews provides limited assurance to the financials. Our responsibilities for these accepted engagements are to conduct the engagement in accordance with Statements on Standard for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA.
Other Services – IRS representation, Foreign Reporting, sales tax reports, projections, property
Joseph George CPA PLLC prepares FBAR reports for the department of Treasury for clients with Foreign Bank Accounts. We also provide sales tax reporting for the State of Texas depending on your filing requirements. Projections for the future year’s tax returns are essential in order to minimize taxes and ease the blow on April 15th. We can also provide assistance on the property rendition reports that are required by Smith County for business assets.