Services

Services

Glenn provides far more than simple bookkeeping services. He has assisted me with business development decisions, personal financial decisions, real estate purchases, and numerous other transactions (large or small). He and his team have been an essential component to my business success and my financial stability.

Steve P

HARPER & CO. SERVICES

Harper & Co has been working with local businesses since its founding. Our team has significant experience assisting companies with financial reporting of tax results, including the implementation of recently enacted tax laws. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and the new tax laws.

Glenn Harper at work

Advisory/Consulting Services

At Harper & Co., CPA’s we believe in educating and empowering entrepreneurs for future success. We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to exceed your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

The Harper & Co. Advisory team will educate you about the unknowns of how to run your business. Your business will benefit from the relationships that we have built with third party administrators, financial advisors, attorneys and payroll providers.

  • Entity Structure Planning
  • Corporation/LLC Income Strategies
  • Business Valuation
  • Debt & Financing
  • Financial Projections & Forecasts
  • Cash Flow & Budgeting

Compliance/Tax Services

Harper & Co., CPAs’ tax experts can save you the headaches associated with the ever-changing tax landscape. We will provide you with the best tax alternatives that minimize your individual and your business’s tax obligations and maximize your savings.

  • Financial Statement Reporting
  • Personal Federal, State & Local Returns
  • Business Federal, State & Local Returns
  • Sales Tax Returns
  • CAT Tax Returns
  • 1099 Reporting
  • Implementation of TCJA

Business Returns

We prepare and file/e-file tax returns for partnerships, s-corporations, c-corporations, limited liability companies (LLC’s), trusts, estates and non-profits. In addition, we represent clients in states throughout the country.

State & Local Tax Returns

The state and local tax environment is becoming more complex with the burden of understanding nearly 10,000 tax jurisdictions in the U.S. Harper & Co provides our clients with a full-service solution by managing the entire process, including consulting, compliance and planning.

Sales Tax Returns

The Ohio sales and use tax applies to the retail sale, lease, and rental of tangible personal property as well as the sale of selected services in Ohio. In transactions where sales tax was due but not collected by the vendor or seller, a use tax of equal amount is due from the customer. The state sales and use tax rate is 5.75 percent. Counties and regional transit authorities may levy additional sales and use taxes.

CAT Tax Returns

The Commercial Activity Tax (CAT) is an annual tax imposed on the privilege of doing business in Ohio, measured by gross receipts from business activities in Ohio. Businesses with Ohio taxable gross receipts of $150,000 or more per calendar year must register for the CAT, file all the applicable returns, and make all corresponding payments. CAT taxes can be filed quarterly or annually. The CAT applies to most businesses including but not limited to retail, wholesale, service, manufacturing and other general businesses regardless of the type of business organization such business operates. For example, sole proprietorships, partnerships, LLCs, S corporations, corporations, disregarded entities (SMLLC, QSSS, etc.), trusts, and all other type of associations with taxable gross receipts of more than $150,000 in the calendar year are subject to the CAT.

1099 Reporting

You must file a form 1099 for each person or entity to whom you have paid more than $600 during the year that is not a corporation. Payments that require a Form 1099 include rents, services, prizes and awards, and other income payments. If these entities are not on your payroll and tax is not being withheld, you will be required to file a Form 1099 to record the total payment over the year.

All entities who require a 1099 will also require a W-9. If we did not file a 1099 for a particular entity for 2017, you are required to submit the information needed. We are required to have an updated W-9 yearly.

USE Tax

USE tax is a sales tax on purchases made outside one’s state of residence for taxable items that will be used, stored or consumed in one’s state of residence and on which no tax was collected in the state of purchase. The USE tax must be paid by the purchaser directly to the State of Ohio through a consumer’s use tax return.

Accounting Software Training

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if our clients purchase the right product and then install, setup and use it properly. We don’t just help them use the software, we help them use it more efficiently and more effectively.

Training
We’ll provide comprehensive training so our clients can be confident they’re getting the most out of their accounting software.

Setup
We assist new QuickBooks users with initial setup including : Easy Step Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup.

Support
Our QuickBooks support service can assist with any setup or operational assistance they need. Additionally, we can also provide accounting assistance.

Review
Our QuickBooks  review service helps companies that have the resources to preform daily accounting and payroll tasks, but need an accounting and payroll expert to review to review their transactions, accounts and reports. This review ensures that our clients receive timely, relevant and reliable financial information. We also inform our clients of any corrections, adjustments or re-classifications necessary to ensure that the financial information they receive reflects the correct financial condition of their business. Reviews may be conducted at any time, typically monthly or quarterly reviews provide our clients with up-to-date information and feedback about their business.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Harper & Co, CPAs accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as cost-containment and tax planning.

Bookkeeping

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Harper & Co., can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. We empower and educate our clients/staff on performing the day to day bookkeeping functions.

EIN Applications

The paperwork for filing for a tax ID can be overwhelming. This applies to all types of businesses sole proprietor, an LLC, a corporation, a trust or an estate. We work directly with the IRS on your behalf as a third-party designee to assure your tax id number is filled correctly. Our friendly staff will review your submission for errors before processing the filing.

Glenn Holly Eric in the Harper CPA conference room
Glenn provides far more than simple bookkeeping services. He has assisted me with business development decisions, personal financial decisions, real estate purchases, and numerous other transactions (large or small). He and his team have been an essential component to my business success and my financial stability.

Steve P

Harper & Co has been working with local businesses since its founding. Our team has significant experience assisting companies with financial reporting of tax results, including the implementation of recently enacted tax laws. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and the new tax laws.

HARPER & CO. SERVICES

Glenn Harper at work

Advisory/Consulting Services

At Harper & Co., CPA’s we believe in educating and empowering entrepreneurs for future success. We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to exceed your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

The Harper & Co. Advisory team will educate you about the unknowns of how to run your business. Your business will benefit from the relationships that we have built with third party administrators, financial advisors, attorneys and payroll providers.

  • Entity Structure Planning
  • Corporation/LLC Income Strategies
  • Business Valuation
  • Debt & Financing
  • Financial Projections & Forecasts
  • Cash Flow & Budgeting

Compliance/Tax Services

Harper & Co., CPAs’ tax experts can save you the headaches associated with the ever-changing tax landscape. We will provide you with the best tax alternatives that minimize your individual and your business’s tax obligations and maximize your savings.

  • Financial Statement Reporting
  • Personal Federal, State & Local Returns
  • Business Federal, State & Local Returns
  • Sales Tax Returns
  • CAT Tax Returns
  • 1099 Reporting
  • Implementation of TCJA

Business Returns

We prepare and file/e-file tax returns for partnerships, s-corporations, c-corporations, limited liability companies (LLC’s), trusts, estates and non-profits. In addition, we represent clients in states throughout the country.

State & Local Tax Returns

The state and local tax environment is becoming more complex with the burden of understanding nearly 10,000 tax jurisdictions in the U.S. Harper & Co provides our clients with a full-service solution by managing the entire process, including consulting, compliance and planning.

Sales Tax Returns

The Ohio sales and use tax applies to the retail sale, lease, and rental of tangible personal property as well as the sale of selected services in Ohio. In transactions where sales tax was due but not collected by the vendor or seller, a use tax of equal amount is due from the customer. The state sales and use tax rate is 5.75 percent. Counties and regional transit authorities may levy additional sales and use taxes.

CAT Tax Returns

The Commercial Activity Tax (CAT) is an annual tax imposed on the privilege of doing business in Ohio, measured by gross receipts from business activities in Ohio. Businesses with Ohio taxable gross receipts of $150,000 or more per calendar year must register for the CAT, file all the applicable returns, and make all corresponding payments. CAT taxes can be filed quarterly or annually. The CAT applies to most businesses including but not limited to retail, wholesale, service, manufacturing and other general businesses regardless of the type of business organization such business operates. For example, sole proprietorships, partnerships, LLCs, S corporations, corporations, disregarded entities (SMLLC, QSSS, etc.), trusts, and all other type of associations with taxable gross receipts of more than $150,000 in the calendar year are subject to the CAT.

1099 Reporting

You must file a form 1099 for each person or entity to whom you have paid more than $600 during the year that is not a corporation. Payments that require a Form 1099 include rents, services, prizes and awards, and other income payments. If these entities are not on your payroll and tax is not being withheld, you will be required to file a Form 1099 to record the total payment over the year.

All entities who require a 1099 will also require a W-9. If we did not file a 1099 for a particular entity for 2017, you are required to submit the information needed. We are required to have an updated W-9 yearly.

USE Tax

USE tax is a sales tax on purchases made outside one’s state of residence for taxable items that will be used, stored or consumed in one’s state of residence and on which no tax was collected in the state of purchase. The USE tax must be paid by the purchaser directly to the State of Ohio through a consumer’s use tax return.

Accounting Software Training

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if our clients purchase the right product and then install, setup and use it properly. We don’t just help them use the software, we help them use it more efficiently and more effectively.

Training
We’ll provide comprehensive training so our clients can be confident they’re getting the most out of their accounting software.

Setup
We assist new QuickBooks users with initial setup including : Easy Step Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup.

Support
Our QuickBooks support service can assist with any setup or operational assistance they need. Additionally, we can also provide accounting assistance.

Review
Our QuickBooks  review service helps companies that have the resources to preform daily accounting and payroll tasks, but need an accounting and payroll expert to review to review their transactions, accounts and reports. This review ensures that our clients receive timely, relevant and reliable financial information. We also inform our clients of any corrections, adjustments or re-classifications necessary to ensure that the financial information they receive reflects the correct financial condition of their business. Reviews may be conducted at any time, typically monthly or quarterly reviews provide our clients with up-to-date information and feedback about their business.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Harper & Co, CPAs accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as cost-containment and tax planning.

Bookkeeping

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Harper & Co., can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. We empower and educate our clients/staff on performing the day to day bookkeeping functions.

EIN Applications

The paperwork for filing for a tax ID can be overwhelming. This applies to all types of businesses sole proprietor, an LLC, a corporation, a trust or an estate. We work directly with the IRS on your behalf as a third-party designee to assure your tax id number is filled correctly. Our friendly staff will review your submission for errors before processing the filing.

Glenn Holly Eric in the Harper CPA conference room

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