R-First Bookkeeping & Tax Practice

Accounting Firm, Tax Preparation Services and Payroll Services

IRS Representation

Can you effectively represent yourself to the IRS? Receiving a notice from the Internal Revenue Service is stressful, as most taxpayers do not have the knowledge or experience needed to gather and communicate the required information to tax authorities. We have the knowledge base necessary to present your situation to the IRS in the event that you receive an IRS notice or audit. Proper representation often makes the difference between an equitable agreement, and one that costs you far too much money.

Professional Services

Whether you are a fledgling company or an established business, you rely on factual and perceptive financial information to maintain profitability and to realize new opportunities. R-First offers excellent professional services that will assist you in achieving these objectives.

Some of these services include:

  • Income tax planning strategies
  • Accounting/Bookkeeping systems set up
  • Payroll tax preparation
  • Sales and use tax preparation
  • Personal property tax preparation
  • Tax return preparation
  • Business consulting
  • Information technology consultancy
  • System design and installation assistance
  • Loan and credit application preparation

We can serve as both independent auditors as well as financial and tax advisors to individuals and businesses. At R-First, we truly care about our clients and we strive to provide you with practical solutions for a variety of business concerns and questions.

Bookkeeping Services

Accurate, comprehensive and up-to-date recording of financial transactions is critical to the success of any business, yet this task is time-consuming. R-First provides professional, affordable bookkeeping so that you can spend less time working on accounts and more time growing your business.

At R-First Bookkeeping, Tax Practice & Consulting, we use our education, training and experience to help our clients with their bookkeeping tasks and preparation of Income Tax Returns. From setup, and training to recurring full-charge bookkeeping, we will tailor our services to meet you specific business needs. No job is too small! We strive to provide personal, quality service and accurate bookkeeping. We will work with other members of your financial team (CPA, Attorney, Banker, etc.) to give you the tools that you need to succeed in business.

  • Income Tax Returns
  • IRS Audits,
  • EDD Audits
  • Enterprise Zone Recovery
  • New IRS Hiring Act
  • Accounts Payable
  • Accounts Receivable
  • Account Reconciliation
  • Records Management
  • Financial Reports
  • Payroll Services
  • QuickBooks Set-Up & Consulting (Certified)
  • Sage 100 Set-Up & Consulting (Certified)

Payroll Services

R-First can assist you in developing and implementing a computerized payroll system. We can help you manage timely and accurate payroll functions critical to your businesses including payroll taxes and workers compensation. Specialties: IRS Audits, EDD Audits, Enterprise Zone Recovery, New IRS Hiring Act.

Quickbooks Assistance

QuickBooks is a powerful accounting software application that allows you to organize your business finances in one location. In today’s technology-savvy world, businesses need to commit to using software applications and to providing support and training to their employees

Our company provides the following options to assist you with your QuickBooks requirements:

  • Training: R-First offers QuickBooks training to one or more members of your staff either at your company’s location or at our Stockton office.
  • Installation: We can install QuickBooks on stand-alone computers or in a network environment for single or multiple users.
  • Setup: We assist novice QuickBooks users with initial setup including Easy Step Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also assist advanced users in managing their business processes more effectively, for example, by improving their current setup options. Many users experience problems and lack the ability to generate and track important information due to inadequate setup.
  • Support: Our QuickBooks support service can troubleshoot any problems you may experience during installation, setup, or operations. In addition to our software support, we can also provide assistance with accounting and payroll data entry.
  • Review: Our QuickBooks review service helps your accounting and payroll staff by providing expert examination of transactions, accounts and reports. Reviews ensure that your business receives timely, relevant and reliable financial information so that you have an accurate picture of your business’s financial condition. We inform you of any required alterations or re-classifications. We can perform reviews upon request; however, regular monthly reviews supply you with up-to-date information and feedback about your business.

Sage 100 Master Builder

Sage 100 is a powerful accounting software application that allows you to organize your business finances in one location. In today’s technology-savvy world, businesses need to commit to using software applications and to providing support and training to their employees.

Our company provides the following options to assist you with your Sage 100 requirements:

  • Training: R-First offers Sage 100 training to one or more members of your staff either at your company’s location or at our Stockton office.
  • Installation: We can install Sage 100 on stand-alone computers or in a network environment for single or multiple users.
  • Setup: We assist novice Sage 100 users with initial setup including Easy Step Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also assist advanced users in managing their business processes more effectively, for example, by improving their current setup options. Many users experience problems and lack the ability to generate and track important information due to inadequate setup.
  • Support: Our Sage 100 support service can troubleshoot any problems you may experience during installation, setup, or operations. In addition to our software support, we can also provide assistance with accounting and payroll data entry.
  • Review: Our Sage 100 review service helps your accounting and payroll staff by providing expert examination of transactions, accounts and reports. Reviews ensure that your business receives timely, relevant and reliable financial information so that you have an accurate picture of your business’s financial condition. We inform you of any required alterations or re-classifications. We can perform reviews upon request; however, regular monthly reviews supply you with up-to-date information and feedback about your business.

Tax Services

Business Partnership Tax Preparation

The process of filing your business taxes varies depending on what kind of business you own. If you are a self-employed person, or the small business you own has no employees, then it’s possible to file taxes along with your personal income taxes. R-First Bookkeeping & Tax Practice offers personal income tax services, as well as services for businesses and corporations. The tax process for a larger business is more complex, especially if the business has multiple partners or shareholders.

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Business Tax Preparation

R-First Bookkeeping & Tax Practice has a reputation for providing some of the best and most specialized business tax professionals available. We believe that tax season shouldn’t be a stressful burden. In fact, we believe that you should be able to use your tax season to grow your business. For help with your business taxes call us now at (209) 933-0824.

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Estate Tax Preparation

Keeping up on rigorous and complete estate planning isn’t morbid at all—it’s the kind of plan that looks forward to the legacy you will leave to your family, friends, loved ones, and beneficiaries. A thoroughly planned estate is a plan for the future, and how you can help with it—even after you’re gone.

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Gift Tax Preparation

It’s your right to give your wealth away to friends, family members, and other people who might need some of what you have. Gifts valued over a certain amount can be taxed, however. It’s important to keep records of which gifts are given away, and how much the gifts are worth. R-First Bookkeeping & Tax Practice is proud to be able to offer you the services of our tax professionals, who know the ins and outs of how gift tax law works, and can help you prepare for your tax season.

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Inheritance Tax Preparation

Planning for inheritance tax is an essential part of estate planning for many Americans. Not all states impose inheritance tax on top of the estate tax that is owed once a person dies. However, tax law tends to be subject to change, and the specifics of who owes inheritance tax can differ from year to year.

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IRS Audit Representation

Getting audited by the Internal Revenue Service (IRS) is an extremely common occurrence. Every year, millions of Americans misfile their taxes. Most people do this by accident, by misunderstanding a form or trusting the wrong tax preparer, but many others unfortunately do it on purpose.

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Late Tax Filing

The law is clear: federal taxes are due on April 15th, every year. Anything filed later is considered a late tax return. While there is usually leeway of a couple of days before the IRS gets concerned, it’s a load off your shoulders to know your taxes are in well before this date. If you haven’t gotten to that level of planning, then you’re one of the many Americans who file their taxes late every year. While this is a big problem, and if left unchecked can lead to significant financial penalties down the line, it’s a relatively simple problem to fix.

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Non-Filed Tax Returns

At R-First Bookkeeping & Tax Practice, we provide the best of the best when it comes to quick, painless, nononsense tax filing. We can guarantee that your taxes will be filed on time and to the highest possible degree of precision. Even the smallest filing error can lead to penalties or other problems, and the average American is simply too busy doing everything required of their own life to keep up with the constantly changing landscape of tax law and policy.

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Payroll Tax Problems

Payroll problems like tax debt or payroll tax issues are a serious issue facing American businesses—big businesses and small businesses alike. There are bumps to smooth out and mistakes to correct in the life cycle of any business, and payroll issues are a very common roadblock on the path to success. If left unchecked, payroll issues have the capacity to seriously impact the future of your business—and too much unmanaged tax debt can lead to criminal charges and jail time.

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Self Employed Tax Preparation

Self-employment is extremely rewarding and liberating in so many ways. But you need to make sure that you can keep on top of the taxes! Whether you’ve been self-employed for many years, you’ve just started out, or you’re dreaming of your self-employed future, making sure you’re planning for your taxes should be part of your daily routine.

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Small Business Tax

The small business tax preparation offered by R-First Bookkeeping & Tax Practice can be the ticket to your small business’s tax season going off without a hitch. We’ve assembled this infor-mation about your small business tax prep. For more information about other kinds of business taxes, like self-employed taxes and corporation taxes, check out the other pages on this website and contact us at (209) 933-0824 to set up an appointment.

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Tax Filing Services

Some people are required by law to file their taxes every year. Other people choose to file taxes, in order to receive deductions, refunds, and other benefits. Even if you do not technically have to file a return, it is possible that it could be a good idea for you to file one anyway.

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Tax Planning

For the inexperienced taxpayer, planning for tax season can feel terrifying, or even impossible. While this fear can get easier to manage as the years go on, taxes also generally get more complicated as you get older—as you accumulate wealth, have children, earn more money, or invest. At R-First Bookkeeping & Tax Practice, taxes are what we do—and that includes knowing all the best tax strategies that will have your return filled out and ready to file as quickly and easily as possible.

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Tax Preparation Services

A tax professional knows all of the details of tax law, and how it applies to your specific situation. That can mean bigger refunds, more deductions, and advice or counsel through some of the most complicated aspects of the law and policy of your region.

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Tax Problems

At R-First Bookkeeping & Tax Practice we know that people encounter tax problems for all sorts of reasons. Our qualified and experienced tax professionals have provided tax relief solutions to people from all backgrounds and professions.

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Trust Tax Preparation

If you have a trust set up to benefit someone in your family, or because you have certain goals when it comes to planning an estate, R-First Bookkeeping & Tax Practice can help work out the details to make sure everything goes smoothly.

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Contact Us Now for Expert Help on Your Delinquent Tax Returns

Don’t let the stress of back taxes hold you back any longer. Contact our specialists now for expert help.

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