Small Business & Entrepreneurs
With over a three decades of experience, I have dedicated my career to assisting small businesses and entrepreneurs navigate the complexities of accounting and taxation. My passion, as a small business owner myself, lies in fostering the growth and success. Leveraging my expertise in business structures, accounting knowledge, tax services, and more. I emphasize the importance of maintaining a holistic view to ensure relevance and sustainability. My process is to Engage, Strategize, Educate, and Empower you. Whether your are a Sole Proprietor, Partnership, or S Corporation, I look forward to guiding you throughout your business journey.
Services for Sole Proprietors, Partnerships,
& S Corporations (including LLCs)
Business consulting including review of your business structure, review of your business plan, and understanding your financials. This includes steps towards LLC formation, but you should seek a tax attorney to handle the formation
Accounting work related to transactional review and input (does not include payroll processing, depositing of client funds, or paying of bills for client)
Setup or Cleanup of your accounting software( includes QBO, Xero, or other accounting software that you are utilizing)
Conversion and transferring of accounting software
Quarterly check in with client for the preparation of estimates, where applicable
Review and Preparation of 1099MISC and 1099NEC year end forms
Review and Preparation of Sales Tax collection and remittance
Preparation of the related tax return:
For Sole Proprietors this would be your 1040 Personal Income Tax Return including the Schedule C or Schedule E Rental Business forms. This would be for your federal, related state(s) and local (where applicable) returns
For Partnerships and S Corporations this would be your Business Return. Either a 1065 for Partnership or an 1120S for S Corporations. This will be for both federal and the related state(s) returns. This may also include the preparation of your 1040 Personal Income Tax Returns.
Access to monthly and weekly newsletters, blog posts, and YFM podcast
Access 24/7 to your documents and correspondence through my Secure Client Portal
Year-round Availability to Samantha M. Besnoff, CPA**
Small Business Consultation Fee is $500/month
A minimum of 3 months is required for all Small Business Consultations. All fees can be paid in full or monthly for the length of your engagement. Work and payment commences with a signed Engagement Letter.
**Based off of hours posted within appointment scheduler