Kendall Financial Services provides a full array of Accounting, Payroll and Tax Planning Services. We’re committed to guide you through every financial step that you may need to deliver practical solutions. We believe you should get accurate, reliable and friendly help to simplify dealing with your money. We work closely with our clients to ensure that all of their needs are met and we do this virtually.
Our CEO and Founder, Monica Shaw, fully understands the demands of business on a person’s life. As a single mother, Monica, our owner began her business 22 years ago; when she realized that she needed to provide for the financial future of her daughter born with Down syndrome. During this time, she learned a lot about investing, growing her business, real estate, debt & planning which, as a result gave her the big picture. Most professionals in her field are only expert in one area, such as payroll or individual taxes; whereas Monica has expertise in many areas.
She is an Enrolled Agent licensed to practice before the Internal Revenue Service. She is well versed in accounting and taxes for small business operators including; self-employed, corporate, LLC, non-profit, and partnerships.
Being a virtual paperless office, she is well organized and highly detailed in the recordkeeping of clients’ data.
Her services include, but are not limited to:
- Monthly Financial Statements:
Choose from the following services available: QuickBooks online version – access from any PC or QuickBooks desktop version – access via remote entry processing. Every month you get a Profit & Loss, Balance Sheet, General Ledger and Bank reconciliation within a 1-week turnaround time to know exactly how your business is performing. - Payroll processing services:
Paperless payroll processing. Includes payroll tax deposit and filing; Direct Deposit or Paycard payment methods; workers compensation management and corporate shareholder fringe benefit pay and reporting. - Tax Planning:
During the year, tax planning consultation based on mid-year (June) and (September) Year to Date financial statements. Estimates of taxes due, calculated with the idea of discussing during the year in order to avoid any tax surprises. We have time to make decisions about reducing the tax liability before it’s too late. Advise on tax planning decisions, retirement contributions, or other tax saving ideas. Even if it’s not for saving/reducing taxes, it is all about being aware of the tax situation way before the time it is due. No surprises. - Tax Preparation:
Year-end tax return preparation for Self-employed, Corporate, LLC, Non Profit and Partnerships. - Medical Insurance:
Appointed with Blue Shield, Anthem Blue Cross and Kaiser to set up group insurance plans. Variety of products available, we shop around and get the prices/services that best fits each group's needs.