Services

Small Business Accounting and Tax Services

Marta Puzia, CPA takes only a limited number of clients on a monthly subscription basis to ensure that we are responsive and proactive with your personal and company needs.

Hiring an internal bookkeeper/accountant can be much more expensive than working with Marta Puzia, CPA. Being involved in the accounting aspect of the business allows Marta to help your company minimize taxes. So many companies and individuals waste time and money with inefficient processes and vendor relationships. We take on this role and save you time and money to focus on what is most important. Whether you use Quickbooks, or other bookkeeping software, we can help you optimize your systems and processes. Marta’s firm provides the below services to small businesses and oversees the accounting and tax side of the company.

  • 1099 reporting
  • Bank reconciliation
  • Payroll processing
  • Sales tax reporting
  • Transaction reporting
  • Account reconciliations
  • Budget preparation and reporting
  • Financial forecasts
  • Business tax returns
  • Tax returns for shareholders

Individual Income Tax Planning & Compliance

Preparing your own tax return can be extremely difficult with today’s complex tax code and may often leave you with more questions than answers. It is also very easy to miss tax benefits, since the IRS is quick to point out mistakes against you, but seldom points out mistakes that are in your favor.

The tax complexities of our clients change from year to year. To keep up to date with changing laws and regulations, Marta Puzia, CPA participates in various conferences and webinars each year. This ensures that we have the most up-to-date information and can optimize each client’s situation to minimize their tax liability. 

Our goal is to provide quality tax planning and preparation for all clients. We take a limited number of clients to ensure we can be proactive and responsive not only during the slow period but also during the busiest time of the year.

  • Annual income tax filings
  • Estimated tax payment recommendations

Business Tax Services

Many business owners don’t have time to manage all aspects of their company. Therefore, entrusting your tax needs to Marta Puzia, CPA will not only allow you to focus on other aspects of your business, but will also ensure that your business tax situation is optimized for current laws and regulations. For many of our clients, the various tax law changes during the COVID pandemic provided tens, and sometimes hundreds, of thousands of dollars in tax benefits that may have been otherwise missed.

  • S Corporations
  • Sole Proprietor
  • Partnerships
  • Corporate Tax Returns