Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Tax Services

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.  We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.  Tax services offered include but are not limited to:

- Individuals

- Family Child Care Professionals

- Sole Proprietors

- Single Member LLCs

- Most State Returns

We currently prepare over 500 Family Child Care returns per year.  We are able to accurately prepare your returns through the mail, email - using our secure client portal, fax and telephone; which means that no matter where you are located, we can provide services for you.

How it Works:

In December, our clients are provided with a tax organizer to use to help them prepare for the upcoming preparation of their individual and business income tax returns.

The tax organizer will provide space for the client to enter the current year data.  As you receive tax documents, collect them and keep them with the organizer.  The documents would include such items as W2s, 1099s, 1098s, Schedule K1s, brokerage statements, student loan interest, etc.

When you have gathered all your tax information, the tax organizer, along with various tax forms, will be delivered to our office.  You may also contact our office to set up an appointment to complete your tax returns.  If you choose to come to the office to have your returns completed, you are required to return your completed tax organizer to our office one week prior to your appointment to ensure all information is in place for your scheduled appointment time.

Tax returns are completed in the order in which they are received in our office.  Generally you can expect your tax return to be completed within 12 to 15 business days; provided all requested documents have been included.  If you require your tax returns to be completed faster than the 12 to 15 business day timeframe, you may contact our office.  Please note that a $250 expediting fee will be charged in ADDITION to regular tax preparation fees and is payable in advance.

Payroll Services

We offer monthly and quarterly payroll services.

The monthly service is a convenient and low maintenance tool.  For a monthly fee of $50.00 (for up to five employees), you would simply call or email your employee's hours and hourly wage at the end of each pay period and we will report back to you with the amount of their paycheck.  This amount already includes the taxes removed from their gross pay.  You will receive a pay stub for each employee so you have a written record of the payroll transaction.  You would then be advised via your client portal or mail of your monthly payroll deposits which are done electronically through your financial institution.  All of the set up work is completed by us.  Each quarter, Books by Kelly, LLC will complete  your filing requirements. At the end of the tax year, we will issue Forms W2 to your employees.

Monthly Service includes the preparation of the following tax returns and payroll deposit information:

• Payroll for Employees (Bi-Weekly)
• Monthly Federal Tax Deposit (Electronic Debit)
• Monthly State Tax Deposit (Electronic Debit)
• Form 941, Employers Federal Quarterly Tax Return
• State Quarterly Employers Tax Return
• State Quarterly Unemployment Tax Return
• State Quarterly Unemployment Tax Deposit (Electronic Debit)
• Federal Quarterly Unemployment Tax Deposit (Electronic Debit)
• Federal Form 940, Annual Federal Unemployment Tax Return
• Federal Form W2 (Annually)
• Federal Form W3 (Annually)
• New Hire Reporting

The quarterly service is $85.00 per quarter (for up to 5 employees) and allows you to calculate your own payroll checks using worksheets that we provide.  The worksheets are delivered to us through your client portal or mailed to us on a monthly basis and we determine your monthly deposits and advise you via your client portal or mail the amount to be withdrawn from your bank account each month.  This option allows you to save money, but the work to determine the correct amount of your employee's paychecks is your responsibility.  At the end of each quarter, Books by Kelly, LLC will complete your filing requirements.  At the end of the tax year, we will issue Forms W2 to your employees.

Quarterly Service includes the preparation of the following tax returns and payroll deposit information:

• After-the-Fact Payroll: Client uses worksheets provided by Books by Kelly, LLC
• Monthly Federal Tax Deposit (Electronic Debit)
• Monthly State Tax Deposit (Electronic Debit)
• Form 941, Quarterly Federal Employers Tax Return
• State Quarterly Employers Tax Return
• State Quarterly Unemployment Tax Return
• State Quarterly Unemployment Tax Deposit (Electronic Debit)
• Federal Quartlerly Unemployment Tax Deposit (Electronic Debit)
• Form 940, Annual Federal Unemployment Tax Return
• Form W2 (Annually)
• Form W3 (Annually)
• New Hire Reporting

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities.  We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. 

Bookkeeping Services

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Bookkeeping for Family Child Care Providers

We can help you with all of your bookkeeping needs including; organizing your receipts, income statements and monthly expenses.  Fees start at $50 per month.

When you participate, we will:

• Track Daycare income from parents, state/county, grants, food program and spuse's pay stubs
• Track Daycare business expenses, Medical expenses and Charitable Contributions
• Track Postage for Daycare, Medical and Charitable expenses
• Track Mileage for Daycare, Medical and Charitable purposes
• Track Hours Worked
• Track Additional Meals Served (not reimbursed by the Food Program)

There is a one-time non-refundable registration fee of $50.00.

How it Works:

We have personal bookkeepers on staff to individually handle your account.  You will have access to your personal bookkeeper via phone, fax, mail, email and through your client portal.

While using your bookkeeping program; you will develop excellent record keeping skills.  Your personal bookkeeper will work with you as much as necessary for those habits to develop.

You will receive quarterly reports designed to help you follow your business' progress.  You will also receive one profit and loss statement annually.

At the end of the year you will receive a Form W-10 accompanied by a cash flow report showing the parent income received for the year to provide to your clients for their tax records.

Remember the tax organizer you have to complete at the end of the year?  When you participate in the monthly bookkeeping program, we complete the majority of your tax organizer because we already have the information in our office.

In the event of an audit, you are protected.  Kelly is an Enrolled Agent which gives her the privilege of practicing, that is, representing taxpayers, before the Internal Revenue Service.  Enrolled Agents are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle and which IRS offices they can practice before.  Practice before the IRS includes all matters connected with a presentation to the IRS on behalf of the taxpayer.  Examples include preparing and filing documents, communicating with the IRS, and representing a client at meetings.

Imaging

For 7 years you need to keep every single piece of documentation to validate your tax return; your tax returns should be kept FOREVER!  That will take up a lot of space in your home.  Imagine your 7 boxes each filled with 12 months of documentation; receipts that eventually WILL fade and every years tax returns squeezed down to the size of a compact disc.  You can stack 7 of those up and keep them tucked safely in your bank safety deposit box.  Sounds so much simpler than keeping so many boxes of important documents safe & dry...doesn't it?  Remember, if the IRS can not read your receipts; the expense is not deductible!  Maybe our imaging service is just what you need.  No special software is needed.  Everything is save in PDF format; viewed by Adobe Acrobat Reader - which is FREE downloadable software for everyone!

Reviews

We can work with you to review the bookkeeping that you do for your own business using QuickBooks Online.  Contact us for customized services.

Other Services

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Training/Public Speaking

Kelly is a frequent speaker for Child Care Association Trainings and Conferences; she also speaks to Tax Practitioner groups. 

Check the Events Calendar in the Info Center on this website to find workshops close to you.

For more information regarding topics and availability, please contact Kelly directly.

Business Tools

We carry many of the Family Child Care Business publications written by Tom Copeland, JD; including:

• FCC Tax Workbook and Organizer
• FCC Tax Companion
• Calendar Keeper
• Mileage Keeper
• Inventory Keeper
• FCC Receipt Book
• FCC Record-Keeping Guide
• FCC Money Management & Retirement Guide
• FCC Business Planning Guide
• FCC Legal & Insurance Guide
• FCC Marketing Guide
• FCC Contracts & Policies with CD

Notary Public

Bring us your important documents to notarize.

Notary Services are available to clients free of charge.

There is a minimum $3.00 charge to any non-client.