Core
Services
Palo Alto-based McMillen &
Associates serves the entire Bay Area offering a wide-range of
services to meet the unique needs of individuals, small businesses, and
nonprofits.
Federal and State Tax
Services
We can help you file your taxes with our tax
preparation and tax filing services. We can e-file as an Authorized
E-Filing Agent - federal and state tax returns, amended tax returns,
tax return extensions, and prior-year tax returns. (California and
out-of-state taxes)
Accounting
Services
Complete range of accounting services including:
receivables, payables, and payroll management. We prepare financial
statements in accordance with Generally Accepted Accounting Principles
(GAAP) for use by banks, investors,and other third parties.
Bookkeeping
Services
Full-charge bookkeeping services, including general
journal and subsidiary ledger maintenance, bank statement reconciliation,
and receivables and payables tracking and analysis.
(Mobile) Notary
Services
Certified Notary Public, licensed, insurced, and
bonded. Process the following: Jurats, Acknowledgements, Oaths
or Affirmations, and Subscribing Witness. ( Cannot
process incomplete documents, Wills, Documents Signed outside of my
presence, birth certificates, photographs, faxed or copied signatures, or
copies of documents, except Powers of Attorney.)
Financial
Forecasting and Projections
Complete financial and business
forecasting services, including proforma
projections.
Financial Statements
Professional
, GAAP-compliant financial statements as well as tailor-made financial
analyses that help business owners and managers eliminate inefficiency and
realize a business full profit potential.
Reviews and
Compilations
Full review and compilation services for small to
medium-sized firms.
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Additional
Services:
- Business
Startup
-
Accounting Consulting
-
Debt consolidation
-
Jumbo-Loans
- Business Tax Planning
IRS & State
Problem Solving:
- Past Year Tax
Return
Preparation
- Amended Tax Return
- Offers in Compromise
- Lien/Levy Releases
- Repayment Plans
- Seizure Prevention
- Injured Spouse Claim &
Allocation
Home Financing:
- First-time home buyers
programs
- Mortgage
refinancing
- Imperfect credit loan
programs
- Investment property
loans
- Private
loans and mortgages
-
Home equity lines of credit
- No-income verification loans
100%
financing
-
Commercial
Loans |
