MARTINEZ ECHEVERRIA
Certified Public Accountant & Consultant
Phone: 787.403.3092 / Fax: 787.724.0353
e-mail: hirammartinez@hotmail.com
Member:
Puerto Rico Society of CPA
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Specializing in Small Business, Corporate, and Individual Income
Taxes
Cost-effective
Time-efficient
Top-quality
We work with your small business while providing you with "big business",
yet personal service.
We will come to your business or bring your work to our office, whichever is
preferable and most convenient for you.
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Centro de Seguros Building, Suite 413 Phone: (787) 403-3092
701 Ponce de Leon Avenue Fax: (787) 724-0353
San Juan, Puerto Rico 00907 e-mail: hirammartinez@hotmail.com
Accounting Software Experience
Peachtree
QuickBooks
Quicken
Our services are very comprehensive. Call for a free evaluation of your Tax,
Accounting and General Business needs. Compare the difference between
what you are presently doing, and what we can do for you.
We offer the full range of other accounting services to help keep your
business running smoothly. Bookkeeping services include:
o Accounts Payable
o Accounts Receivable
o Monthly Operating Statements
o Bank Reconciliations
o Payroll
o Audit Trails
o Balance Sheet
o Financial Graphs
o Budgets
These give you a monthly look at where you stand, so you can act on a
problem or seize an opportunity before it's too late. Every month we look at
your financial picture so we can alert you to those areas that need your
attention. Watching your bottom line can often improve it.
• BANK RECONCILIATIONS
We prove out your bank balances every month and advise you of any bank
charges, bank errors or arithmetic mistakes on your part, so you know
exactly how much cash is available.
• PAYROLL REGISTERS
These records on each and every employee are required by law, and help to
prepare your payroll tax returns.
• AUDIT TRAIL
A record of transactions is printed out for you in case of an audit. The format
is arranged so you can use it to understand in more detail how the dollars
come together on your operating statement.
• BALANCE SHEET
Shows cash balances, accounts receivables, fixed assets, taxes owed and
company equity. This is particularly useful to your banker when they are
trying to make a decision about a loan.
• FINANCIAL GRAPH
They help you understand at a glance, financial data such as monthly sales
trends, expenses, profits, etc.
• BUDGETS
We can help you draw up a plan of attack for the year. Throughout the year
we can track the progress you are making toward your goals.
• PROACTIVE TAX PLANNING & PREPARATION
The best time to save money on your taxes is four to sixteen months before
they are due, and this requires planning. We provide one-on-one proactive
tax counsel to meet your unique personal and business needs. The typical
client benefits the most from expert tax advice in: Year End strategic
planning to help minimize your tax liability; effective and timely structuring
of your personal and business transactions; executive compensation
planning; money-saving self-employment and payroll strategies; successful
retirement and estate planning.
• CALENDAR OF SERVICES
Monthly:
Financial Statements
Bank Reconciliation
Payroll
Social Security Deposit
Employees Income Tax Deposit
General Ledger
Sales Tax Calculation
Quarterly:
Annually:
• OTHER SERVICES
Audits
Compilations
Review
Financial Planning
Department of Treasury and other government agencies
representation