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OUR SERVICES

Business consulting and tax preparation that suits your needs.

Business Formation

Starting your own company or nonprofit organization is huge accomplishment!

 

Don't let the many regulations get you bogged down as you open your doors. I frequently see my clients challenged with 2 scenarios: 1) starting with employees and 2) without employees. The important element to either scenario is making sure you capture and complete the multitude of requirements.

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Schedule an appointment to talk about any or all of the following:

  • Corporate Structure

    • ​Sole proprietor vs. partnership vs. LLC. vs. S-Corp

    • Colorado Nonprofit Corporations

  • Articles of Organization and Articles of Incorporation

    • Operating Agreements or Corporate By-Laws

  • Federal Employer Identification Number

  • State & Local Registrations
    • Sales & Use tax
    • Unemployment accounts
    • Wage withholding accounts
  •  Accounting Systems such as QuickBooks Online
  • Payroll Services
CFO Advisory Services

Your business is up and running but you are struggling to balance all the needs of your business. This is your opportunity to talk about pressing questions and explore how Left Hand Accounting might assist you with your business challenges.

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Popular topics include strategic planning, sales and use tax issues, payroll services, Colorado legal requirements for employers, reporting and financial statement preparation, and QuickBooks assessments and/or setups.

Business Tax Preparation

It's time for the annual ritual - filing your business tax return with the IRS and state agencies. This service is for LLCs, Partnerships, and S-Corporations 

where brand new or in business for many years.

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Here's a few documents to have on hand to help destress the process:

  • Last year's tax return

  • Articles of organization and partnership agreement​

  • Your accounting records including your income statement and balance sheet

  • Bank and credit card statements

  • Details of any asset purchases or sales during the year

    • Depreciation schedules for all assets​

  • Vehicle information for business use vehicles

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Don't have the whole list, don't sweat the small stuff! Schedule an appointment and let Left Hand Accounting help reduce the year-end stress.

Personal Tax Preparation

It's the new year and your W-2 just arrived. You don't want to wait until April 15 but you already feel the dread! Never fear, Left Hand is here.

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Here's a few documents to have on hand to help destress the process:

  • Last year's tax return

  • Government-issued photo ID and social security cards

  • Income documents such as 

    • W-2 or W-2G or W-2C or K-1

    • SSA-1099 (social security payments) or 1099-R (retirement distributions) or 1099-NEC (non-employee compensation or 1099-G (unemployment income)

    • 1099-INT, 1099-DIV, 1099-B (for investment income)

  • Deduction Records​

    • 1098-ES for estimated tax payments during the year

    • 1098 (mortgage interest) or 1098-E (student loan interest) or 1098-T (tuition statement) or 1098-C (debt cancellation)

    • 1099-SA for health savings account distributions

    • Medical, Dental, and Prescription receipts

    • Charitable contribution receipts

    • IRA contributions

  • If you are self-employed

    • Your accounting records including your income statement and balance sheet

    • Bank and credit card statements

    • Details of any asset purchases or sales during the year

      • Depreciation schedules for all assets​

    • Information for business use of vehicles

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Don't have everything, don't worry. Schedule an appointment and let's work through the process together.

Tax Look Backs and Amended Returns

What is a Tax Look Back you ask? It's an opportunity to have your past three personal tax returns reviewed for accuracy. Using a hybrid format, you'll upload your returns and all supporting documents to a secure cloud location and then we'll meet to review your returns. If any changes are necessary, we'll discuss the steps to amend your prior tax return(s).

 

Here are some things to know before you begin:

  • You typically have three years from the date you filed your return to file an amendment.

  • You must wait until your return has been accepted before amending your return.

  • Changes made to your federal return typically flow through and require an amended state return as well.

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Schedule an appointment and let's discuss your questions and determine if an amended return is right for your tax situation.

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