Services we offer at Herrman and Associates include: Individual and Business tax returns, BOSS (Back Office Support System), Accounting, and Full Service Payroll.

Our Tax Specialists are at Your Service

We view our relationship with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation. Whether it’s Individual or Business, we thoroughly review your return to ensure accuracy and mitigate issues. With Watkins you get the full support you require, including:

  • Comprehensive tax planning throughout the year to mitigate tax issues ahead of time and eliminate any surprises come April 15.
  • Thorough review and re-review of your return to identify potential problems the IRS and limit IRS contacts, as well as representation before the IRS if required.
  • Estate Planning—We work with you to structure your estate plan to reduce taxes and ensure that your personal objectives and those of your beneficiaries are met.
  • Convenient electronic filing of your return for speedier receipt of your refund. (Required after January 1, 2011)
  • Expert advice on how to adjust your payroll withholding to get more money back each week.
  • Guidance on potential deductions to limit your tax liability for the next tax year.

 

Think of Us as Your Internal Accounting Department

BOSS (Back Office Support System) is our all-inclusive small business accounting package. For an affordable monthly fixed fee, Watkins & Associates will take care of your accounting tasks—including paying bills, balancing checkbooks, preparing payroll and payroll tax returns, producing W-2’s, and providing helpful financial data along the way. All activity is facilitated online through our advanced web-based platform, which offers immense convenience for you.

Consider the day-to-day tasks that we can handle for you:

  • Process bills fast and easy—All processing is accomplished online, so we can return relevant information to you quickly.
  • Balance your checkbooks through our secure website—You can access your checkbooks for up-to-the-minute views of your financial standing.
  • Provide complete and accurate payroll processing—You enter your payroll data online for processing and we return paychecks, direct deposit remittances, and post employees’ stubs to their own secure portals.
  • Create detailed statements and reports that keep you updated on your financial status.

Accurate Reporting You Can Count On

Select from a full range of accounting services to help you remain on a successful financial course. Services include accurate, comprehensive monthly financial statements, estate planning, valuations, compilations, reviews, and more. Overall, we provide you with sound business analysis so you are better equipped to make informed decisions and develop a structured tax planning program. Select from a host of accounting services to help you remain on a healthy financial course, including:

  • Compiled Financial Statements—We provide you with accurate and comprehensive monthly, quarterly, semi-annual, or annual financial statements. Timing of delivery is based on your unique business needs.
  • Reviewed Financial Statements—We apply proven analytic procedures to your financial statements to identify possible anomalies in your data. The review consists principally of inquiries pertaining to personnel and analytical procedures applied to financial data.

We’ve Got Your Payroll Needs Covered…From A to Z

As your strategic payroll partner, we can handle the tasks associated with payroll processing, so you can focus on growing your business. Our payroll experts take care of all your payroll needs, including check processing and printing, direct deposit, W-2 processing, and more. Our experts also ensure accurate timely reporting to avoid IRS penalties. Consider the value:

  • Provides personal, one-on-one service— you will always be able to talk to a dedicated payroll professional.
  • Supports flexible processing—you select the schedule that works for you (weekly, bi-weekly, bi-monthly, or monthly).
  • Offers the conveniences of an online, paperless process—you can submit your payroll data and receive documents online.
  • Ensures compliance—rest assured that you are in full compliance with all regulatory requirements.
  • Supports tax filing—we handle your tax filing automatically.
  • Ensures security of data—processing documents within our online platform is more secure than sending documents via email.
  • Supports employee access—employees can access their payroll data through a secure web portal.