Dixon Jerry L CPA Inc

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Jerry L. Dixon CPA, Inc. CERTIFIED PUBLIC ACCOUNTANT--NOTARY PUBLIC

I would like to introduce the firm and describe the professional services that it offers. As you can see from the list below, it is a full service CPA firm, and even offers services that many other CPA firms do not. I have worked in accounting and tax preparation for about 30 years, and have been in Santee since 1998. My firm offers to you the professional services as described below, for personal and business tax preparation, financial statement preparation and various related business professional services that you may need. The office is located in east San Diego county, and serves about 200 clients throughout southern California, plus even some in other states and countries.

Balance Sheet (assets/liabilities/equity statement)
Income Statement (income and expenses detail, cash or accrual basis)
Departmental/Location income and expense reports
Cash Flow Statement (for accrual basis accounting)
Audited or Reviewed financial statements
General Ledger (detail account activity)
Bank reconciliations (simple balance or detail activity summary)
Accounts Payable and Accounts Receivable aging summaries

Workers compensation reports
Employee W-2's and independent contractor 1099 forms
Payroll tax deposit determinations
Converting to an outside payroll service with direct deposits, etc.
Employee leasing to avoid all of the above payroll obligations

Corporate and Partnership business income tax returns
Limited Liability Company and Limited Liability Partnership income tax returns
Personal income tax returns (federal and all states)
Prior year tax returns back to 1990
Income tax estimations for the coming year obligation
Estimated tax deposit requirement determinations
Electronic filing of tax returns and quick refund service
Consultations and tax planning to reduce your future income taxes

Property tax returns
Trust tax returns (for deceased taxpayers, trust funds or business)
Tax exempt organization returns

Income splitting plans
Creating new corporations, LLC's, limited partnerships and trusts
Conducting corporate board meetings with minutes taken
Audit representation and offers in compromise
Notary Public services

Blank tax forms and instruction booklets
Forms, brochures, signs and advertisement designs

Mail receiving and mail forwarding
Out of state mailing addresses in Texas and Nevada
Employees' tool and equipment rental program (to save payroll taxes)
Website creation and training

Most small businesses find it more cost effective and dependable to contract outside professional services rather than to hire employees for bookkeeping and accounting tasks such as most of those listed above. And you can further reduce costs by contracting a small accounting office such as mine, rather than a large CPA firm or a large bookkeeping service, who acts as a middleman for their employees. My fees for all services are basically $75 to $125 per hour, although usually a flat rate fee is negotiated based on estimated time requirements and the value that my services provide to you. I will barter my services for your products and services, if I have a need for them, and offer several fee discount options. I also do half price work for charities.
You can contract me to do as few or as many of the above individual services that you need. Please call or E-mail me if you would like to arrange for a personal meeting to discuss these matters. If you are located outside of the San Diego county area, then we can do business by mail, express, E-mail, fax and telephone.
I hope that you know that a good accountant is an important part of what makes for a successful business. However, many small business owners do not realize until it is too late, how important that it is to work with an accountant before and regularly throughout the year. I have found that so many business owners wait until they have to file tax returns or need financial statements for their bank, to take their records to an accountant. This places stress on everyone, and can avert accuracy, and certainly valuable tax planning. With my practice, I specialize in helping small businesses get started, and comply with all tax filing requirements, and prepare financial statements for their bankers or their own managerial reviews. Plus, I have a special interest in converting sole-proprietorship businesses into corporations and family limited partnerships. And just as importantly, I advise about how to save on taxes as much as possible, and avoid audit problems.
I hope to hear from you soon, and that I can help you with your personal or business tax and financial needs.
Jerry L. Dixon, CPA