Tax Preparation & Tax Planning
- Quarterly and annual reports
- Annual form W-2 processing
- Annual form 1099 processing
- Sales tax reports
- Electronic filings
- Personal, small business, and corporate income tax returns
- Franchise tax returns
Bookkeeping Services
- Specialized in QuickBooks
- QuickBooks setup and training
- Accounts payables/receivables
- Account reconciliation
- Monthly financial statements
Payroll Processing
- Weekly, bi-weekly, and monthly payroll runs
- Direct deposit setup and management
- Payroll tax calculations and withholdings
- Federal payroll tax filings
- New hire reporting
- Employee and contractor pay stubs
- Year-end W-2 and 1099 preparation
- Workers' compensation reporting
Accounting & Tax Consulting
- IRS audit representation and support
- Tax notices and correspondence resolution
- Tax liability analysis and reduction strategies
- Business entity structure recommendations
- Estate and gift tax planning
- Retirement and succession planning
- Year-round tax advisory services
- Notary services
AccountingServices
25
Years
Satisfied Clients
Friendly fees
Reasonable and competitive pricing offered at hourly rate or a set monthly fee.
About Guadalupe Accounting
My name is Susie Swanson. Born and raised in the San Antonio, Texas area, I have been practicing accounting and bookkeeping field for over 25 years. I have worked for small, medium, and large companies in a wide range of industries: construction, medical, manufacturing, professional, salons, and retail sales.
Guadalupe Accounting Services is owner-operated: you will get my individualized attention as I provide accounting and tax services to you. I want to help you grow your business and am happy to assist you in managing your company finances and helping you run your business more efficiently.
Tax Preparation Checklist
- W-2s
- Receipts for deductions
- IDs/driver’s license
- Social security cards
- Previous tax return
- Bank info for direct deposit
- 1099s (NEC, INT, MISC)
- 1095-A (marketplace insurance)
- Childcare expenses (proof from provider)
- 1098-T/1098-E (tuition and student loan interest)