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Asset Allocations
We provide asset allocations planning services. We'll use tools like life insurance, annuities, stocks, retirement plans, etc to help you design the most suitable asset allocation plans based on your family structure, financial & assets standings, and your true needs for your current and future life, whether you focus on health, life, education, retirement, inheritance or tax-savings.
We provide life time maintanence and annual review for your insurance policies. If you have questions about your current policies and couldn't get connected with your agent, we can help you review them for free to make sure you're on the right track.
If you do both tax/accounting works and asset allocation plannings with us, we'll disclose all details and fees in our contract. We never promote any product to our clients. We only do recommendations when needed based on clients' different situations. If you have such needs, please feel free to contact us.
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Entity Formation
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, our team 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.
We offer expert consultation if you want to start a new business or have questions with your current entity of choice. Our services include the following areas:
· C Corporation
· S Corporation
· Professional Corporation
· Limited Liability Company (LLC)
· Limited Liability Partnership (LLP)
· Limited Partnership
· Non-profit Corporation
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General Consultation
We provide a wide variety of business consulting services including individual and business tax analysis, business model and entity type analysis, questions about payroll taxes, sales taxes, retirement plans, QuickBooks tutorials and troubleshooting, etc.
We offer a free 30 minutes initial consultation and will charge a reasonable hourly rate after that. Our goal is to help our current and future clients get a clear start and build a long-term relationship with us.
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Payroll
We help our clients process their payroll and payroll taxes. Each pay period, we generate paychecks based on clients' data. We help clients deposit payroll taxes and file quarterly and annually payroll tax returns and issue W2s to their employees.
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1099 Issuance
If you have contract labors, you need to issue 1099 to them if your annual payout to them is over $600 per person. Chance Accountancy can help you issue the 1099 forms for your contractors with a competitive per form rate.
The deadline for distributing 1099 forms to the contractors is January 31. The filing deadlines are different based on the types of 1099. Make sure you contact us in or before January to avoid any late filing penalties.
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Other Misc. Services
· Sales tax returns upon request
· Filing form 571-L upon request
· Gift tax returns and foreign gifts receipts upon request
· CA Statement of Information filings upon request
· Business license application and renewal upon request
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