services overview

JocelynCPA specializes in helping small businesses and individuals

We offer a full suite of services so your family or your business can focus on what's most important to you. Let us handle the grueling recording, reporting and analyzing of your finances.

We currently serve many individuals, corporations and partnerships and we are experts in the accounting issues and tax laws that may impact you.

 

OUR Services

Below is a list of some of the services we typically offer our Business and Individual customers.

For Businesses                                                                    For Individuals

  • Monthly, quarterly, annual compiled financial statements 
  • Corporate tax returns
  • Partnership tax returns
  • Bookkeeping and bookkeeping training (including QuickBooks)
  • Payroll reporting and compensation strategy
  • Sales and use tax returns
  • Part-time controller services
  • Personalized set up of accounting software
  • Business budgeting
  • Historical financial analysis
  • Accounting process/internal control review

  • Individual income tax returns
  • Tax planning
  • Tax projections
  • Calculation/preparation of quarterly tax estimates
  • Household budgeting
  • Financial record organization