Collecting
information is useless on its own. It is only valuable
if it can be compiled into reports that are meaningful.
We can customize reports to suit the needs of our
clients and their advisors.
Reporting to outside individuals and agencies is another
necessary task. We understand that deadlines are not
often met with great enthusiasm. At TFA, we take the
dread and panic out of deadlines by preparing documents
and reports for you in a timely manner. Our calendar
system gives us the ability to plan for all deadlines so
they are not burdensome, but part of our regular
workflow. In addition, we use our calendar system to
schedule important reminders for cash inflows and
outflows as well as important events.
Typical Deadlines Include:
Individual and Business Income Tax Returns
Gift Tax Returns
Annual Trust Tax Returns and Reports
Annual Business Reports with Secretary of State
Quarterly and Annual Payroll Reports
Typical Cash Inflow & Outflow Dates:
Estimated Tax Payments
Quarterly Dividends to be Received
Life Insurance Premiums Due Dates
Charitable Gifting Dates
Direct Deposit of Salary Checks
Annual Gifts (Given and Received)
Contact us today if you are
interested in learning more about our Reporting services.
Collecting
information is useless on its own. It is only valuable
if it can be compiled into reports that are meaningful.
We can customize reports to suit the needs of our
clients and their advisors. 