Los Gatos Financial Services, Inc.

Business and Tax Solutions

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Los Gatos Financial Services, Inc. provides a wide selection of best-in-class business services and solutions including tax services for private individuals, businesses, non-profits, estates, and trusts.
 
 
  We Provide Solutions For:
 
* Accounting
* Bookkeeping
* Billing Service
* Payroll
* Notary Service
* Sales Compensation Management
* Business Taxes
* Global Business & International Tax Services
* QuickBooks Training and Consulting
* Business Setup
* Business Planning and Management
* Business Compliance
* Strategic Business Consulting and Advisory Services
* Capital Project Management and Consulting
* Mergers and Acquisitions
* Business and Commercial Financing
* Business Legal
* Shelf Corporations, Trade Lines, Credit Lines, Financing
* CPN's, Trade Lines, Rapid Posting & Re-Scoring (72 hrs)
* Proof of Funds, POF's, Verifications, VOF's, VOD's, VOA's
 
OUR SERVICES ARE 100% GUARANTEED
 

Service Details (FY2007 Rates for Services) 

ACCOUNTING- Rates are individually for specific needs and requirements, Includes income statements, balance sheets, statement of cash flow, and other financial statements. Solutions are flexible and scalable.
 
BOOKKEEPING-Monthly. Rates are based monthly. Compiled in QuickBooks.
                            Includes posting income, expenses, reconciling bank and credit card statements.
                            General accounting, cash management, inventory, financial reporting, FBOS
                            specialized reporting, quarterly tax filing, etc. 
                         
                           BILLING SERVICE-Monthly. Rates are based monthly, plus a per transaction fee. 
                           This service is designed for medical and service related companies.
 
                           PAYROLL- Developed specifically for small businesses to streamline the process,
                                             improve productivity, and simplify administration and managment
                                             reporting.
 
                                          Cost per pay period is based upon the following breakdown of employees
                                                          1-5 Employees       
                                                          6-10 Employees    
                                                         11-25 Employees   
                                                         26-50 Employees    
                                                         50 and Over            
 
                                           Weekly, Bi-Weekly, Semi-Monthly, Monthly Service
                                           Consistent Monthly Rate, No Hidden Fees
                                           Reports Each Pay Period
                                           Checks with Vouchers Provided
                                           Direct Deposit Service
                                           Envelope Stuffing
                                           Overnight Delivery
                                           Quarterlies Included
                                           Year-End Reporting Included
                                           W-2 Statements For Employees Included
                                           1099 Processing Available
 
                          NOTARY SERVICE- per signature
 
                                            Loan Packages
                                            Legal Documents
                                            Business Documents
                                            Contracts and Agreements
                                            Corporate Documents
                                            Powers of Attorney
 
                          SALES COMPENSATION MANAGEMENT- Rates are based monthly 
 
                                            Track and Manage Sales Compensation
                                            Calculate Commissions
                                            Calculate Bonuses
                                            Develop Sound Sales Data
                                            Model Compensation Plans
                                            Forecast Anticipated Commission-based Pay
                                            Define Quotas, Document Attainment
                                            Complete Financial Reporting
 
                         TAX SERVICES
 
                         INDIVIDUAL TAXES (state and federal)
 
                                            Schedules/Forms                  
                                            Amended Returns
                                            Extensions                
                                            Past Due Taxes (prior years returns)
                                            Tax Problem Resolution
                                            Offers in Compromise
                                            AMT Issues
                                            Settlement Agreements
 
                         BUSINESS TAXES (state and federal)
                                      
                                            Schedules/Forms                  
                                            Amended Returns                 
                                            Extensions
                                            Individuals, Sole Proprietors, Partnerships, Corporation, Trust, Non-Profit
                                            Prior Years Amendments
                                            Prior Years Tax Returns (past due taxes)
                                            Tax Planning and Consulting
                                            Business Tax Issues (sales tax, etc.)
                                            Tax Compliance Services
 
                         GLOBAL BUSINESS & INTERNATIONAL TAXES
 
                                             US Federal Income Tax Return Preparation and Compliance
                                             Domestic Corporate Federal Separate or Consolidated Group
                                             International Corporate Federal w foreign tax credit & Subpart F income
                                             Foreign Corporations doing business in the US
                                             Multi-state Income/Franchise Taxation
                                             Partnership and LLC. Taxation
                                             Transfer Pricing Analysis and Advisory Services
                                             Foreign Information Reporting (5471 & 5472)
                                             Information Return Compliance (1099 & 1042)
                                             Sales and Use Tax Compliance
                                             Property Tax Solutions
                                             Corporate Transaction Tax Research, Planning and Consulting
                                             Foreign Mergers and Acquisitions
                                             Corporate Organization and Reorganization
                                             Foreign Tax Credit Planning
                                             Subpart F Income
                                             Foreign Business Operations and Income Repatriation
                                             FSC Tax Services (1120-FSC)
 
                         QUICKBOOKS-
 
                                             Providing best-in-class Training and Consulting         
 
                                             Program Selection
                                             Setup
                                             Maintenance
                                             Problem Solving/Trouble-shooting
                                             Training (hands-on and personal)
                                             Consulting
 
                         BUSINESS SETUP                                     
                                            
                                             Incorporate, Corporations, Partnerships, LLC's/LLP's, Non-Profits
                                             Research Name Availability
                                             Act as Registered Agent for Process
                                             Prepare and File all State and Federal Forms
                                             Prepare and File all required Local Forms
                                             Prepare Certificates or Articles of Incorporation or Organization
                                             Prepare Corporate By-Laws or LLC Regulations
                                             Prepare Corporate Minutes
                                             Prepare Operational or Partnership Agreements
 
                         BUSINESS CONSULTING                           
 
                                             Providing Best-In-Class Business Advisory Services
 
                                             Venture Management
                                             Business Setup
                                             Business Compliance Issues
                                             Business Tax Issues
                                             Business Plans
                                             Financial Projections, Forecasts, and Budgets
                                             Business and Industry Analysis
                                             Strategic Market Analysis
                                             Business Performance Improvement
                                             Business Development Programs
                                             Business Strategy Development
                                             Global Outsourcing Strategies
                                             Data-Driven Organization Development
                                             Operational Streamlining
                                             Lean Manufacturing Initiatives
                                             Time and Labor Management
                                             Mergers and Acquisitions
                                             Business Turnaround Specialist's
                                             Exit Strategies
                                             Capital and Fundraising Services
                                             Grant Research and Writing
 
                            CAPITAL PROJECT MANAGEMENT
 
                                              Providing project consulting and management services
 
                                              Program Management
                                              Project Management
                                              Construction Management
                                              Project Management Oversight
                                              Troubled Project Turnaround
                                              Staff Augmentation
                                              Project Labor Agreements
                                              Management Consulting
 
                            MERGERS AND ACQUISITIONS
 
                                               Providing merger and acquisition advisory services
 
                                               Mergers & Acquisitions
                                               Divestitures and Liquidations
                                               Raising Capital
                                               Investment and Equity Position Opportunities
                                               Business, Industry, and Market Analysis
                                               Comprehensive Business Reviews
                                               Strategic Business Consulting and Advisory Services
                                               Business Performance Improvement
                                               Exit Strategies
                                               Business Valuations
                                               Due Diligence and Forensic Accounting
                                               Pre-Transaction Planning
                                               Positioning for Merger or Acquisition
                                               Finding & Engaging Qualified Investors, Buyers, and Sellers
                                               Negotiating Terms and Conditions
                                               Facilitating All Transaction Activities
 
                             BUSINESS FINANCING
 
                                              Providing financial solutions to help companies succeed
 
                                              Commercial Real Estate Finance 
                                              Secured and Unsecured Lines of Credit
                                              Revolving Lines of Credit
                                              Term Loans
                                              Asset Based Lending
                                              Leasing
                                              Interest Rate Risk Management
                                              SBA Government Financing
                                              Shelf Corporations with Full Financials, Trade Lines, Credit Lines
                                              CPN's, Trade Lines, Rapid Posting & Re-Scoring (72 Hours)
                                              Proof of Funds, POF's, Verifications, VOF's, VOD's, VOA's
                         
                            BUSINESS LEGAL                                   
 
                                              Providing business experience and practical legal counsel
 
                                              Business Formation
                                              Corporate Governance
                                              Shareholders and Partnership Agreements
                                              Purchase and Sale Transactions
                                              Financings
                                              Contracts
                                              Negotiations
                                              Trademarks
                                              Employment
                                              Leases
                                              Licensing
                                              Legal Needs Assessment