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Services

Leona H. Chan is Certified Public Accountant and also an Advanced Certified QuickBooks ProAdvisor. Leona H. Chan, CPA provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Tax Planning and Preparation

At Leona H. Chan, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

External CFO Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Leona H. Chan, CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation

QuickBooks Setup and Training

Leona H. Chan, CPA is an Advanced Certified QuickBooks ProAdvisor who specializes in helping business owners leverage the power of QuickBooks to save money, avoid costly mistakes and free up more time to focus on running their business. QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Leona H. Chan, CPA offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information that reflects the correct financial condition of your business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Leona H. Chan, CPA can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

Leona H. Chan, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

International Taxation

Our experience with the taxation of United States companies doing business abroad and residents working abroad as well as foreign corporations doing business in the United States or foreign citizens working in the United States has provided us with an extensive base of knowledge in the area of international taxation.

Outsourced Accounting

In today's economy it's critical that every available resource you have is focused on growing your business. At Leona H. Chan, CPA, we can manage the day-to-day accounting and bookkeeping responsibilities so you can focus on running your business.

As a business owner you are always looking for ways to reduce costs, increase your profitability and improve your ability to serve your customers. Our Hudson Valley outsourced accounting and bookkeeping services will save your firm the cost of hiring, training and managing a bookkeeper. And you'll gain the advantage of having an experienced CPA to manage your most important financial issues.


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