Budgets & Forecasts

Mary Wilson Keener, PC can help you manage your business by setting up budgets and forecasts. We can prepare these aids with information pulled directly from your Quickbooks or other accounting software. Budgeting compares what was forecasted to what were the actual results and making changes based on that analysis. Forecasting the direction of your business is one step in insuring success for future endeavors.

• Individual Tax Preparation
• Business Tax Preparation
• Tax Preparation for Estates and Trusts
• Texas Franchise Reporting
• Texas Sales Tax Reports
• Federal, State & Local Tax Issue Resolution
• International Tax Assistance
• Tax Planning for Individuals
• Bookkeeping
• QuickBooks Installation & Training
• Payroll Preparation
• Payroll Tax Reports (941, 940, TWC, W2s)
• Preparation of 1099 forms
• Employee Benefits Counseling
• Business Analysis and Solutions
• Budgets & Projections
• Customized Financial Future Plan
• Insurance Review & Analysis
• Creating an Investment Strategy
• Retirement Options