It's simple...

Better bookkeeping means more profit for your business and less paperwork for you.

"Out of the hundreds of people and businesses I have worked with over the years I have found that those who have the best bookkeeping are the most profitable "

- Lisa Norman (Owner, ProBooks)

Enrolled Agent
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NAEA

ProBooks bookkeeping will help:

Grow your business

Increase your profits

Get invoices paid on time

Prevent IRS late notices

With ProBooks You Get

Dependability

Unlike some other bookkeeping and accounting services, we actually call our clients back promptly.

Solid Experience

For over 20 years ProBooks has been helping clients grow their businesses while reducing costs.

Maximum Profits

We'll make sure your business  bookkeeping is set up for maximum profitability and earning

Year Long Support

You can rest assured knowing that your bookkeeping and taxes will be kept in order all year long.

From Our Clients

Lisa, owner of ProBooks, has been our bookkeeper since 2005. She is very trusted by our company. So much so that we've asked her to help oversee Power of Attorney if so needed. She is very easy to work with, punctual and to the point, fairly priced, and accurate. I would highly recommend Lisa to any business to help them succeed and in keeping their books in check"

Sandy

Owner, Morawski Cleaning, LLC

Thanks again SO much for taking your Sunday to meet with us! I can't tell you how much we appreciate it, and how grateful we are that we found you. You could have very easily made us feel very small going over everything, but instead you took the time to explain it until it made sense. And we are just so thankful for it. So please don't ever doubt that this work that you're doing is making a difference in the lives of your clients."

Justin and Mary

- Justin Maranz Photography, LLC

We have used Pro Books for over 10 years now and it's the best company we've ever dealt with. For a total care-free bookkeeping and accounting experience we would highly recommend Pro Books. Lisa, our accountant, is the absolute best! She handles everything quickly, is honest and trust worthy. With her you don't have to worry if things are getting done or not. She puts the joy back into running a small business!"

Christie and Charlie Mastroberti

- Owners, Quest Pest Control, LLC

Lisa has been working with my business since 2010. She is doing an amazing job keeping my books in order the correct way so I don't have to worry. I trust her. She is very professional. I highly recommend Lisa to complete bookkeeping and taxes for any business. It is a pleasure to work with her. Thank Lisa, for everything!

Margaret

-Owner, Pol-Amex Travel Services, LLC

Bookkeeping Services

MONTHLY QUARTERLY REVIEW

  • Review of your books and records for accuracy and correct classifications
  • Review of both your Balance Sheet and Profit and Loss for accuracy
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TAX FILINGS ONLY

  • Review of books and records for accuracy and correct classifications
  • Prepare and file both state Sales and Use returns, and state specific returns
  • Prepare and file secretary of state filings

MONTHLY BOOKKEEPING

  • Monthly entry of all transactions for Bank, Credit Card, LOC, Paypal, Stripe etc.
  • Reconciliation of the above accounts and preparation of the Balance Sheet and P & L
  • Prepare and file all state specific returns and reports

PROFITABILITY COACHING

  • Review of current business profitablity to set short and long term income goals
  • One on one time to establish achievable profitability benchmarks
  • Develop your business profitability and growth plan
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Frequently Asked

What should I bring to my tax preparation appointment?

Recent tax law changes have made tax preparation for 2018 taxes a more daunting task than in the past. In order to get the best outcome for taxpayers, it will be in the best interest of the taxpayer to bring all documentation listed.

Tax Information Required for Tax Preparation 2018 (Download)

What is an "Enrolled Agent"?

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
More on Enrolled Agents

What is a 1099?

A 1099 is a form that reports earnings from self-employment to the person(s) and or business performing the work that was paid for, and the IRS.

As a self-employed person do I get a 1099, or give a 1099?

Most likely, both. The IRS requires that a 1099 be sent to any business, and or individual, providing services, that is not incorporated, who is paid more than $600.00.

Example: You own a computer tech business. You fix my computer system and charge me $1200.00. You also have me complete your books and your tax return, and I charge you $1000.00. Since we are both self-employed, and we paid each other over $600.00 we must complete a 1099 form.

You complete one for me showing the $1000.00 payment you made to me, and I complete one for you showing the $1200.00 payment I made to you. Both of these forms are also sent to the IRS.

Can anyone guarantee that I won't be audited by the IRS?

No one can guarantee that you won't get audited. Let me say that again…no one, and if anyone tells you they can, they are lying to you.

The IRS has many criteria for selecting returns for audit and that includes random selections, and various deduction red flags. What we can guarantee is that we will tell you of any precarious position we see on your tax return and advise you of how to correct it. We will also help you answer any IRS inquiries and stand by you during any audit.

Is it standard practice to file an extension?

Not here at Pro Books, we look to complete tax returns by the first due date in March or April depending on if you are a business or personal return. As long as we have complete information, and it is in our office within two weeks of the deadline, you will be filed on time.

What exactly does the term "Self-Employment" mean?

Self-Employment is when an individual works for themselves, instead of an employer. In a perfect world the self-employed person earns an income by creating, and operating, a profitable business.

Am I self-employed if I own an S-Corp?

Technically, no. You are an employee of the corporation and you should be paid via a paycheck with taxes taken out as if you were working for someone else’s business.

Am I self-employed if I own an LLC?

You are a self-employed member of a limited liability company if you have not elected to have the Internal Revenue Service treat your LLC as a corporation for tax purposes.

What is self-employment tax and do I have to pay it?

Self-Employment tax (SE Tax) is above and beyond regular income tax on self-employed earnings. SE Tax is the social security tax (12.4% up to $128,400.00 of earnings), AND Medicare tax (2.9% on all of your earnings). Your self-employment taxes have to be paid on any net income over $400.00. See blog post….

How many years do I have to pay self-employment tax?

Self-Employment tax (SE Tax) is paid as long as you are earning income from self-employment…for me, probably till I die.

How many years do I have to pay Self-employment tax to receive social security in my retirement?

If you were born in 1929 or later, you need to work at least 10 years to become eligible for Social Security. The SSA determines eligibility with a system of credits. Basically, you earn up to four credits for every year worked, and you need a total of 40 credits to qualify for Social Security. (https://www.ssa.gov/)

Tax Preparation Services

PERSONAL
INCOME TAXES

  • 1040 Federal and State Return
  • W-2s, K-1s, 1098, Broker Statements
  • Standard deduction or itemized for maximum return
  • Forecast for next year liabilities-Estimated Tax Payments
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PERSONAL INCOME TAXES
WITH SMALL BUSINESS

  • 1040 Federal and State Return
  • W-2s, K-1s, 1098, Broker Statements
  • Standard deduction or itemized for maximum return
  • Forecast for next year liabilities-Estimated Tax Payments
  • Schedule C for each small business
  • Optimization for 199A small business deduction

BUSINESS
INCOME TAXES

  • Partnership Returns 1065
  • S-Corp Returns 1120S
  • C-Corp Returns 1120
    K-1s for partners and or shareholders
  • Pass Thru Entity Tax
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  • Forecast for next-year liabilities
  • Estimated tax payments
     

About

Founded in 2000 by Lisa Norman, EA, ProBooks Bookkeeping and Tax Service, LLC, is backed with 30 years of industry experience. Not just another bookkeeping and tax prep service, we are a full service company that talks with clients throughout the year. ProBooks is equipped for any level of bookkeeping and tax needs. We offer a complete menu of options to ensure that each of our clients receives all the services that their company requires, without paying for any unnecessary services. Our clients benefit by getting personalized, quality service that is beyond comparison. Whether we keep your books and records, customer invoicing, pay your bills, complete payroll, prepare your sales taxes, personal property taxes, income taxes, or any combination of services you desire, you can spend your time focused on your profession, while you rest assured knowing that we are focused on your business.

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