Kathleen M. Egan.

Not-For-Profit Organizations

  • * Assist with completion of Application to IRS for recognition of Exemption
  • * Federal and Arizona Not-For-Profit Tax Returns (990,990T,99)
  • * Consulting regarding unrelated business income and related tax issues
  • * Preparation of required financial statements, including those required by
    OMB A-133 and Hud requirements

 

Agreed-Upon Procedures

Most clients request typical tax or accounting services, however if you have specific needs required by a potential lender or a regulatory authority, this type of engagement may fit the bill.

This nontraditional engagement gives us added flexibility in meeting our clients needs. Examples include litigation support, investigative reviews, and forensic accounting.

 

Trust Preparation

  • An estate or trust is a separate legal entity created under state law solely to transfer property from one party to another. The entity is separated by law from both the grantor and the beneficiaries. Trusts are useful tools in planning your total financial strategy. We can assist in the preparation of trusts and incorporating these trusts in your tax planning.

* Simple trusts

  • * Advice in estate planning
  • * Working in conjunction with financial advisors to optimize your financial strategies. 

 

Legal Document Preparation

Parker Egan CPAs PLLC is certified by the Arizona Supreme Court as  a legal document preparation entity.  Pursuant to the Arizona Code of Judicial Administration § 7-208, we are authorized to prepare or provide legal documents for an entity or person who is not represented by an attorney.  Although we may provide general legal and factual information, we cannot provide any kind of specific advice, opinion or recommendation to a consumer about possible legal rights, remedies, defenses, options or strategies.

We can help with the preparation of documents for the following legal matters:

* Child & Spousal Support
* Child Custody
* Contracts, Wills, & Trusts
* Deeds
* Dissolution of Marriage
* Entity Creation (LLC, Corporation, Trust, Non-Profit)
* Family & Domestic Law
* Legal Forms
* Living Wills
* Name Changes
* Order Modification
* Uncontested Divorces
* Wills

Bookkeeping Services

* Bank Reconciliation
* Adjusting Journal Entries

  • * Electronic Payroll processing
  • * Payroll reports
  • * Maintaining a computerized accounting system
  • * Maintaining accounts receivable and sending monthly statements
  • * Preparing accounts payable checks
  • * Assisting with setting up automatic payments for recurring vendors
  • * Processing customer payments and making bank deposits
  • * Tracking bank balances and reconciling monthly bank statements
  • * Recording investment activity
  • * Recording monthly journal entries
  • * Preparing monthly financial statements
  • * Preparing sales tax reports
  • * Reconciling bank and credit card accounts
    * Adjusting preparing
  • * Adjusting Journal Entries

 

Payroll Services:

  • * Electronic payroll processing
  • * Payroll reports preparation
  • * Electronic payroll tax payments
  • * Direct deposit
  • * Payroll tax reporting
  • * W2 and 1099 preparation