Services

Accounting

Custom Accounting & Tax provides full accounting services producing accurate and timely reports monthly. This is a cost effective alternative to hiring your own accounting staff. We save you time by entering and compiling the data and presenting it in comprehensive formats.

• Payroll Services are available for small and large companies. See our comprehensive list under Payroll Services .
• We prepare financial statements and financial reports and analysis for managerial use.
• Advice on employee benefits and pension plans.
• Invoicing/Billing Services
• Receivable/Payables tracking and analysis

We will give you the tools to get your accounting started.

• Initial Set up of Accounting Process and software
• QuickBooks® Training
• Review and clean up of records
• Continued consultation as needed

Budgeting - Where is my money going?

• We will provide accurate and understandable reports and spending projections that tell what you need to know to make critical decisions

Personal Bookkeeping

Executives, Entrepreneurs, and Business owners with multiply entities all benefit from our services. Sorting through volumes of daily mail, reviewing and paying bills on time, and reconciling your monthly bank and credit card statements are almost a full time job by themselves.

Your time is too valuable.

Spend it developing a new client relationship or team building your staff.

Enjoy that time with your family, playing a round of golf, or relaxing by the pool.

Your personal bookkeeping will be diligently monitored and well cared for.

We will customize our services to fit your needs.
Services include:

• Mail sorting
• Regular bill payment services
• Transfers between accounts
• Recording financial transactions
• Reports come to you that are consistent, and understandable, customized to fit your needs

This service will give you peace of mind and the full ability to control your financial affairs. NO MORE TAX CRUNCH!

At year end your tax firm will have your financial reports in record speed with tax accounting accuracy.

You will have your bills, statements and reports in pdf format delivered to you on a CD.

NO more carting boxes of paper around, NO more clutter in your home or on your mind.

Consulting

Consultation begins with good listening skills. We take the time to understand your business, its needs and your goals. We provide you with the comfort of knowing where your company is financially so you can make solid business decisions.

• New Business Incorporation and LLCs
• Filing for non-profit status
• Education on financial information as it pertains to your business
• We construct customized planning scenarios, financial forecasts and projections.
• Cash flow analysis
• Employee benefits, pension plans, e-verify preparation, payroll set-up
• Software selection
• QuickBooks® implementation and ongoing training

Retirement Planning You are never too young to start your retirement planning. 

If you want to continue your wonderful lifestyle or travel the world, start now.  We work closely with professional finanacial planners who will analyze your projected income and expenses and suggest investment funding techniques to help to achieve your goals and dreams.

Payroll

We customize payroll services to fit your company needs.

• Full Payroll Processing
  • Payroll check prepared and printed to assure security standards set by the Federal Reserve
  • Direct Deposits
  • IRS and State tax reporting
  • EFTPS tax deposits
  • Understandable monthly, quarterly and annual payroll tax reports- W-2, W-3 and 1099.
  • Detailed reports tailored to your company.
  • Preparation and filing of required new hire reporting for Arizona including E-Verify

• Email Payroll Processing
  • Call or email your employee’s hours and earnings
  • Print payroll stubs
  • Receive all Services listed above, tax reporting, deposits, reports and filing forms

• Customized for hand-prepared payroll, we will enter all your data so you will receive
  • All tax reporting and EFTPS deposits
  • Tax reporting, deposits, reports and filing of forms

Tax Services

Tax Planning and Tax Preparation go hand-in hand. Our tax team background comes experience working at the four largest and most prominent firms in the World.

Custom Accounting % Tax has experience preparing multi-state tax returns as well as International tax reporting.

Tax Planning
We are available year round for tax planning. CA & T is continuously aware of tax law changes to minimize your tax burden.