Jack Levy, Certified Public Accountant - Latham, NY

 
         
   
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Certified QuickBooks Pro Advisor Jack Levy, CPA
Certified QuickBooks Pro Advisor
Certified Tax Resolution Specialist

 

 


Business Services
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Learn More About Our Business Services And How We Can Help You!

Click on any of the subjects below to find out more!

Basic Features Of Our Services
Our firm specializes in small to medium size businesses like yours that are looking for long term growth.
Payroll
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.
Bank Financing
Need money to grow your business?

Basic Features Of Our Services

Being a small business is often no �walk in the park.� You have to wear many hats, and that often leaves too little time to actually run the business. You have questions, but nobody to ask. You need assistance, but do not know where to turn. That's where we can help.

Our Services Provide:

  1. Monthly Profit and Loss Statements which help you monitor your business better, lets you see trends developing and allows you to anticipate future expenses.
  2. Unlimited Consultation of your business and financial questions by phone or in our office. Use us as a sounding board in all important financial decisions. This will help you make the right decisions and help you understand the new tax laws.
  3. Timely preparation of all federal and state tax forms including payroll, sales tax and income taxes. This gives you Peace of Mind knowing your tax reports are correct and filed on time , saving you money in penalties and interest.
  4. We come to your place of business to pick up records and deliver documents, saving you the time and hassle of �dropping off� your records.
  5. We offer many other services on an as-needed basis. Please ask us and we will be happy to explain how these services can help your business grow.

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Payroll - Click Here For Our Demo

Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

Why Outsource Your Payroll?

  • It's Cost Effective
    Use your staff more efficiently by letting us handle payroll and the associated legal details. Reduce overhead by removing the need to hire specialized employees.
  • It's A Time Saver
    Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
  • Worry Free Payroll Tax Filing
    Eliminate the risks of calculating and filing your own payroll taxes by having professionals do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex.  How much time do you want to spend  learning all the rules and keeping your information up to date?
  • Allows You To Focus On Core Competencies
    Our professional staff allow you to focus on the core competencies of your business. We are accounting professionals--you get the experts working for you and with you.
  • Comprehensive Reports
    You get a wide variety of user-friendly and accurate payroll reports. For a nominal fee, we will include union reports, certified payroll, workers' compensation reports and much more.

Get The Payroll Solution That Best Fits Your Needs.
We know that when it comes to payroll service - no one size fits all. That's why we offer the following 3 custom payroll processing options.

    1. Comprehensive Payroll Services
    Our Comprehensive Payroll Service takes care of all of the payroll processing for you, so that you won't have to. You get...

    • Your payroll checks prepared and printed on-time, every-time.
    • All of your payroll checks are laser printed on "blank" check stock to ensure maximum security and meet the micro encoding standards as set forth by the Federal Reserve System.
    • Free Direct Deposits
    • Worry Free IRS and State tax reporting as well as EFTPS tax deposits.
    • User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.
    • Detailed reports on your employee's vacation, sick days, and personal days accruals.
    • Creation and filing of the required new hire reports
    • Your payroll records maintained in tip top shape.


    2. After-the-Fact-Payroll Services
    We will take your manually-prepared payroll records and other payroll information and post this information to our data files, so you get...

    • Worry Free IRS and State tax reporting as well as EFTPS tax deposits.
    • User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.
    • Detailed reports on your employee's vacation, sick days, and personal days accruals.
    • Creation and filing of the required new hire reports
    • Your payroll records maintained in tip top shape.


    3. Online Payroll Processing
    You can enter your employee's hours and earnings securely online and get...

    • The ability to instantly print payroll checks on your own printer.
    • Free Direct Deposits
    • Worry Free IRS and State tax reporting as well as EFTPS tax deposits.
    • User friendly, and easy to understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms.
    • Detailed reports on your employee's vacation, sick days, and personal days accruals.
    • Creation and filing of the required new hire reports
    • Your payroll records maintained in tip top shape.


    Custom Payroll Reports Service
    There seems to be an endless amount of special reports Government agencies require. We can prepare the following reports for you.

    • Worker's Compensation Audits
    • Unemployment Claims
    • Social Security Audits
    • Child Support Audits
    • W-2 and W-3 processing
    • 1099 and 1096 processing
    • Preparation/assistance with Federal and State registration forms

    How much do we charge?
    In order to give you an accurate price for our payroll services we need to know a little more about your business and what services you're interested in. Our prices are very affordable.

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Bank Financing

Need money to grow your business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they're created from the lender's perspective.

You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you'll be able to pay them back.

Our winning loan proposals come complete with...

  • Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.

  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.

  • Representation: We help substantiate your financial needs/position to your banker in person.

 

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Jack Levy, CPA

(754)-206-4526 • Fax: (954) 990-8653
E-mail:
jack@jacklevycpa.com

 

 
   
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