UPC Business Solutions offers the following Services to its clients:
Please feel free to contact us for our
pricing list of these services
FINANCIAL COACHING
Our financial coaching is different from our financial planning. As a coaching client, we will go further in depth on your personal and business day to day financial structure. We will discuss and review your financial spending habits and create a program that is long term to your success.
TAX PLANNING
Most people are only concerned with their tax returns at the end of the year. To take advantage of the many tax breaks that the IRS allows requires long term tax planning. UPC Business Solutions will teach you how to significantly reduce your taxes with proven strategies and at the same time, lower your chances of being audited and make your tax return IRS bulletproof.
Individual Tax Planning will include:
Filing Status |
Vehicle Expense |
Investing |
Dependents |
Catastrophes |
Travel |
Child Tax Credit |
Your Business |
Entertainment |
Income Credit |
Dependent Credit |
Rentals |
Education Cost |
Adoption Credit |
Interest |
Home Deductions |
Foster Care |
Your Job |
Retirement Savings |
Child Support |
Medical Expenses |
Charity Giving |
Alimony |
Misc. Expenses |
Business Tax Planning will include:
Business Structure |
Travel |
Amortization |
Accounting Method |
Entertainment |
Advertising |
Record Keeping |
Vehicle Expense |
Retirement Plans |
Income |
Repairs & Maintenance |
Casualty & Losses |
Capitol Gain & Loss |
Bad Debts |
Home Office |
Property Sales |
Rents |
Medical Coverage |
Employee Wages |
Taxes & Interest |
Alternative Tax
|
Employee Benefits |
Depreciation |
Misc. Deductions |
TAX PREPARATION
The first thing to remember when preparing your taxes is; the taxpayer is one hundred percent responsible for their personal tax return. This means that no matter who prepared your taxes, you are still responsible for the outcome with the IRS. There are no regulations for tax preparers. Anyone can legally prepare your taxes and even represent you during an audit. Only Enrolled Agents, CPA's and Tax Attorneys can represent you if you appeal an IRS audit. Because of these facts, UPC Business Solutions not only prepares your taxes, but also educates you about the numbers on each line of your personal 1040 or business tax return. We not only fill out your returns, we also fill out every additional tax form and worksheet required if the IRS reviews your return. We also have an in depth interview and preparation checklist that will help you achieve maximum success with your return. We make sure that you have all the proper documentation to back up your return numbers. UPC Business Solutions also uses ATX, the number one tax preparation software in the country. This software gives us instant access to the most up to date tax research and IRS guidelines. Remember, it is our job to make sure you get every deduction possible for your particular return.
BUSINESS START-UP
UPC Business Solutions can take you from A to Z in starting and maintaining your business. We can educate you on the proper business structure for your needs. How to obtain your DBA, bank accounts, business license, trademarks, business forms, payroll, employee manuals and anything else needed for your business success.
If you are an Independent Contractor or you hire Independent Contractors, we will give you the necessary forms and contracts necessary to maintain those relationships under IRS law.
HUMAN RESOURCES (HR)
UCP Business Solutions offers a complete small business Human Resource system that can save you thousands pertaining to employee problems that may arise in your company. Any company with at least one employee must stay up to date with all State and Federal employment laws. Each company needs to have policies and documentation to support all decisions pertaining to employees. UPC Business Solutions specializes in creating and implementing HR policies for small to medium size companies. We keep companies up to date with current checklist, forms, letters, posters, employee newsletters, manuals and a complete library of state compliance regulations. We can also train your management how to implement these policies with your employees.
All HR information is customized to fit your specific needs and requirements.
Policies that will be covered are:
Benefits |
Job Description |
Safety/OSHA |
Compensation |
Leave of Absence |
Staffing/Recruiting |
Compliance |
Organizational Dev. |
Testing |
Discipline |
Policy and Practice |
|
HRIS/Technology |
Resources/Contracts |
|
Our consulting process includes:
Executive Planning |
Customer Relation |
Performance |
Employee Relations |
Employee Surveys |
Policy Handbooks |
Organization Change |
HR Strategies |
|
BOOKKEEPING
UPC Business Solutions offers a full range of accounting and bookkeeping for your personal or business needs. All of our agents are certified bookkeepers through a national professional institute. All of our accounting software easily integrates with our Tax software for fast and accurate Tax returns at the end of the year. We also offer accounting consulting for teaching you how to effectively set up your books, documents and payroll.
CONSULTING SERVICES
Debt Consolidation - Learn the inside scoop on how to manage and legally lower your credit card, home, auto, medical, etc. debt. Also learn how to take advantage of debt negotiation.
Mortgage - We specialize in consulting with clients about proper mortgage loan processing. UPC Business Solutions goes through every step of the loan process with our clients. We are here to get you the best term and rate for your situation. We will discuss all fees involved with obtaining a loan or mortgage (both front and back side rates). We charge only a flat fee for mortgage loans to save you the most. We also offer a mortgage consulting service to discuss your options with your current loan.
Real Estate - Consultation of the current market place for your real estate needs. We will walk you through every step of the process in purchasing or selling real estate.