TAXES & QUICKBOOK ONLINE (QBO)
If you’re running a small business, self-employed or thinking about starting your own business, we can help you navigate any of these journeys. And if you just need a dependable & professional tax preparer, we are also here for you.
HLM was founded by Monin Pena, an Enrolled Agent with the IRS who passed all 4 parts of the CPA exam in first sitting, graduate of St. Edward’s University with a major in accounting, and a Quickbooks Online ProAdviser. To learn more about what an Enrolled Agent can do for you, please read below “How Can An Enrolled Agent Help Me.” With her education and more than 20 years of experience, Monin is qualified to help you and your business thrive and achieve your financial goals.
Among the Services Monin Offers:
Small Business Start Up and / or Individual Finance: This is where everything begins and it’s very important to get it right! You have a business idea or a financial goal but are stuck and do not know how to move forward. HLM can help you design a path to develop and set up the business or to obtain the financial goal. Let us help you get organized and make important decisions, such as what type of business structure, develop a debt elimination and / or business plan, budgeting and ultimately set up an online bookkeeping system.
HLM Quickbooks Online Bookkeeping with “do-it-yourself” training plus Tax Return filing: To help clients set up an online bookkeeping system to track all financial transactions. The goal is to train the client on how to do their own daily bookkeeping on QBO. At year end, HLM reviews their financial data and prepares the tax return.
HLM Full Quickbooks Online Bookkeeping and Tax Services: This service covers everything from set up of an online bookkeeping system, daily transactions tracking, bank reconciliations, payroll for 1-10 employees, monthly or quarterly financial statements, year-end books reconciliations, to tax return filing. In addition, it includes tax advice and tax savings strategies throughout the year.
How can an Enrolled Agent Help You
Enrolled agents (EAs) are America’s tax experts. We are federally licensed tax practitioners who both specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. For example, if you get a letter from the IRS, or worse, are audited or are the target or a collection action, your EA can speak directly to the IRS on your behalf. The enrolled agent credential is the highest credential the IRS issues to tax practitioners. All EAs are subject to continuing education.