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Services

Our goal for you is to provide the highest quality tax, bookkeeping, and payroll service. We believe in relationships. Our clients needs for today and for the future are our main concern. Integrity, service, and customer satisfaction are words we live by. We are confident that we will be able to give you the kind of service you expect and deserve.

Here are just some of the specialized services available to Better Ledger, Inc clients:


Tax Planning and Return Preparation Services

At Better Ledger, Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Barbara Willingham and Ana Duke are Enrolled Agents (EA) which gives you additional peace of mind. For more information on Enrolled Agents visit the National Association of Enrolled Agents.

Here is a list of tax services we offer:

  • Individual tax preparation - Forms 1040 and 1040A
  • Partnership tax preparation - Forms 1065
  • LLC tax preparation - Form 1065 or 1120
  • Corporate tax preparation - Form 1120 or 1120S
  • Trust tax preparation- Form 1041
  • Estates tax preparation - Form 706
  • Tax Planning
  • Sales tax returns for California Board of Equalization
  • Highway use tax returns (California)
  • Property tax returns - Form 571L
  • Audit Representation - IRS or FTB
  • Collection Representation - IRS or FTB

Bookkeeping Services

As the owner or manager of a small business, you should be spending as much time as possible growing and managing your company, not dealing with administrative tasks such as bookkeeping.

We offer these services at very reasonable cost and the quality of our service is high. Moreover, we can offer a level of service that goes beyond ordinary "bookkeeping" because of our significant experience with accounting, banking, business, and finance.

Most bookkeepers simply help you with accounts receivable, accounts payable, and payroll, but we can offer much, much more. We can review your financial performance on a weekly, monthly, or quarterly basis, providing a level of feedback typically given by a controller or chief financial officer.

Our bookkeepers are "Full Charge" which means your books are in good hands. A full charge bookkeeper is responsible for all bookkeeping and accounting functions through the financial statements. This includes accounts receivable, invoicing, accounts payable, bank reconciliation, payroll processing and reporting, sales tax reporting and the incorporation of these sub ledgers into the general ledger, or books of the company. From these books the Financial Statements are produced which include but are not limited to the Balance Sheet and the Profit and Loss Statement.

Bookkeeping services offered:

  • Customized financial statement by business location, branch, department, or contract
  • Reconciling all bank accounts and lines of credit
  • Provide detailed business reports such as financial statements used for management analysis
  • Budgeting
  • Sales tax reporting
  • Trust accounting

Payroll Services

Say good-bye to payroll hassles!

Now you can trust your payroll is in good hands. There’s nothing better than personal attention from a trusted advisor who knows your business. Our high-quality payroll service is customized for you and your business. Rely on us to deliver top quality service all year long.

Accurate payroll you can count on:

  • Each payday, tell us your employee hours. We calculate all federal, state, and local taxes, as well as voluntary deductions such as retirement plan contributions or insurance premiums. It’s all guaranteed to be 100% accurate.
  • Your tax deposits will be on time and correct—every time.
  • We complete your federal and state payroll filings for you, including quarterlies, year end forms and W-2’s.
  • All of your payroll information will be maintained and available: employee records, past pay stubs, tax filings, and records of tax payments.

No more IRS penalties!

  • Did you know that each year, 1 out of 3 small businesses pays a penalty to the IRS? With our payroll service, you’ll never miss a tax deadline or pay the wrong amount.

You and your employees will be pleased:

  • On payday, paychecks can be handed out, or they can be electronically deposited into employee bank accounts with our Direct Deposit service. Your employees will love you for Direct Deposit! No more trips to the bank! We also provide professional pay stubs detailing the current as well as year-to-date withholdings, vacation and sick time.
  • All common pay types are supported.
  • Voluntary deductions are also handled, such as insurance, retirement plans, and many others.

We will make sure your paychecks, tax filings, tax payments, and W-2's are accurate and on time every time. Relax...your payroll is in capable hands.

Business Services

Are you trying to increase your business? Overwhelmed with your current growth rate? Trying to make decisions on whether to grow or slow down the growth? Trying to find better ways to manage the growth?

Or perhaps you are looking for better ways to make your business more efficient, are weak in some areas of managing your business and need help, or are barely hanging on doing everything yourself and think you may need to hire an employee.

Maybe you already have a large firm with employees but just feel you need better control and efficiency, have a few employees but feel like your not getting the best out of them, or want to do an office makeover and don’t know where to start.

Is your vision to…

  • Attract a stable clientele that you can build lasting relationships with?
  • Build relationships based on mutual trust?
  • Build relationships based on providing quality service in a timely manner?

Are you willing to invest in the future of your business and to make a commitment to make your business the best it can be?

We offer the following services to assist you in maximizing your income potential.

  • How to write a business plan or assist you in writing a business plan
  • How to write Policy and Procedure manuals for employees
  • How to write Employee Handbooks
  • How to convert to a paperless office
  • Time managment skills
  • How to hire and train employees
  • General office organization

Information Request for Services Listed Above