It's not what you earn,

but what you keep.

Pereira and Company, CPA is licensed in GA and specializes in business taxes. We are a leading provider of tax preparation services to individuals and businesses, with clients in Atlanta, Marietta, Kennesaw, Powder Springs, Sandy Springs and Smyrna. Pereira and Company, CPA is your trusted partner in Marietta, GA.

We’re accountants and we enjoy crunching numbers, but chances are good that as a small business owner, you don’t. In fact, you probably started your business because you had a great product or service to offer and not because you were excited about cash flow analysis, profit and loss statements, budget forecasting, and strategic tax planning.

When you use our team of experienced tax and accounting professionals, you get all of the benefits of hiring an experienced financial executive without the added expense.

Whether we meet with you monthly, quarterly, or once a year, we help you take financial control of your business, enabling you to focus on your core business tasks and make informed decisions about your financial future.

What we do for you:

• Generate reports and analyze financial data
• Evaluate cash flow and improve profitability
• Prepare budgets
• Strategic tax planning and financial forecasting
• Accounting systems set-up, Chart of Accounts and General Ledger
• Internal controls for fraud prevention
• Quarterly, monthly, and annual financial statements
• Use and sales tax processing
• Profit statements and balance sheets
• Custom financial reports
• Business tax returns
• Outsourced CFO services

Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-sized businesses with employees. When you outsource your bookkeeping services to us you get one on one personalized service and state of the art technology and payroll software.

If you’re just starting a business, we’ll set up reporting and recordkeeping systems that make it easy for you to keep track of where your money is going. If you’ve been in business for a while, but need help cleaning up your books, we’ll work with you to streamline your bookkeeping systems and set up a system of checks and balances.

But the best reason to use our bookkeeping services? You’ll have more time to focus on running your business and generating more profits.

What we do for you:

• Accounts payable (entry, bill paying)
• Accounts receivable (entry, invoicing, deposits, collection)
• Bank Reconciliations
• Inventory management
• Bookkeeping clean up
• General ledger
• Tax forms (1099s, 1096)
• Payroll processing
• Outsourced bookkeeping

Today’s tax laws are complicated. Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.

At Pereira and Company, CPA, we serve both individual and business planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations. We offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities.

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of. When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to find a trusted advisor to partner with all year long--not just at tax time.

What we do for you:

• State and federal income tax preparation and filing
• Local and state sales tax compliance
• State and federal payroll tax
• Minimize tax liability through the use of proven tax planning strategies
• Profit and loss statements
• Mergers and Acquisitions
• Entity selection and structure (S-Corp, C-Corp, LLC)

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority. There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future.

Here's how we do it:

• Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
• We help you set up a recordkeeping system that meets IRS requirements.
• We work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.
• We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
• We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
• We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

Estate and trust tax preparation and planning are an important part of managing your financial future -- and it’s not just for the one percent; it’s important for everyone -- especially if you have a spouse or children or own a business. As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones. Protecting your assets is critical to ensure financial security for your loved ones and we know that estate planning and trust tax return preparation is not easy, often requiring specialized knowledge and expertise.

Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.

Our services include:

• Allocating assets to spouses, children, trusts, and charities
• Reviewing your estate plan and trust tax situation to ensure financial goals are met
• Gift tax returns and strategies
• Business succession planning
• Trust administration
• Trust income tax returns
• Estate tax returns

Have you ever received a letter or notice from the IRS, ignored it, and now you owe penalties and fines on top of the taxes you already owe? You’re not alone.

Millions of taxpayers receive letters or notices from the IRS every year. Most of the time there’s nothing to worry about. But sometimes there is. Maybe you owe the IRS back taxes or failed to file a tax return because you owed the IRS money that you knew you didn’t have. Maybe you were recently divorced, and your tax situation seemed too complicated to figure out. Or, perhaps you were just too busy to bother filing.

Whatever the reason, if the IRS has caught up to you and is demanding payment, the next step is likely to be garnishing your wages, putting a lien on your home or a levy on your bank account. The worst thing you can do is keep ignoring the situation because it won’t be going away -- ever -- unless you take action.

We help resolve the following tax problems:

• IRS Audit
• Back Taxes
• Delinquent Tax Returns
• Failure to File a Tax Return
• IRS Liens & Levies
• Wage Garnishment

We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the possible results and maximized returns. We are well-informed and continually adapt to the ever-changing world of tax law and accounting.

At Pereira and Company, CPA, we are far more than number crunchers. We strive to become a trusted advisor and partner to our clients. We pride ourselves on our quick response time to our clients’ questions and concerns. We have greater knowledge of the ever changing tax law than most other accountants, and we share that knowledge to teach our clients better strategies for them to keep more of their money. We believe in staying abreast of every client’s current projects and ventures. We also see the significance in referring new clients and business partners to our clients, to help boost their profits. As a result, Pereira and Company’s clients are long-term and loyal.

We encourage you to contact us with any questions or comments you may have. We will happily offer you a free consultation to determine how we can best serve you.

1640 Powers Ferry Rd, Bldg 3, Ste 150, Marietta, GA 30067