Smarter payroll processes.
Take back hours of your day, week and month.
San Diego payroll services made simple
Here’s how we can help:
Preparing and Filing
Quarterly and Annual Forms
Count on us to take care of your quarterly and annual tax forms, including issuing W-2s and 1099s.
Whether you prefer weekly, monthly, quarterly or annual reconciliation, David York will manage your bookkeeping so you can focus on other tasks.
David York’s tax Service will take care of your weekly and bi-weekly payroll processing, file all necessary quarterly and annual payroll forms.
Frequently Asked Questions
Bookkeeping services help you track your financial data, make prompt and timely financial decisions and measure your overall financial performance. There are different types of bookkeeping:
- Accounts Receivable/Accounts Payable
- Payroll Processing
- Sales / Purchase
- Tax Services
- Bank Reconciliation
Unlike business bookkeeping, personal bookkeeping focuses directly on you and helps you keep track and stay on top of your personal finances. Personal spending that comes with the fast-paced modern lifestyle in a city like San Diego can easily get out of hand.
Having a personal bookkeeper makes it easier for you to manage your expenses and budgeting effectively, such as whether you should cut down on eating out and takeout if you want to go on vacation abroad. This can help you understand your finances better, which can, in turn, help you make reasonable long-term financial decisions like whether you can afford to take out a loan or handle monthly mortgage payments.
At David York’s Tax Service, we can also assist you with your individual taxes. This, together with the personalized bookkeeping service in San Diego, can help you take a well-rounded approach to planning your finances, managing your budget and saving money.
Bookkeeping does not revolve solely around tracking payables and receivables and documenting the financial transactions of your business, although this is an important part of the job. A full service or full charge bookkeeper can also issue and maintain financial reports, handle deposits, process payroll, reconcile bank statements to your internal accounts and manage your taxes and withholding.
What are the duties of a bookkeeper?
Bookkeepers are responsible for recording and processing daily financial transactions in a timely and accurate manner:
- Recording transactions such as income and outgoings (Accounts Receivable & Accounts Payable) and posting them to various accounts
- Billing clients
- Paying suppliers
- Recording invoices and receipts
- Processing payments, including and payroll
- Conducting daily banking activities
- Producing various financial reports
- Reconciling reports to third-party records such as bank statements
Before you choose a bookkeeper in San Diego, you need to have a clear idea of what services you want covered by your bookkeeping service. Traditionally, bookkeeping was performed using either a single-entry bookkeeping system or a double-entry bookkeeping system, depending on the needs and complexity of your daily business transactions.
Nowadays, bookkeepers rely on sophisticated specialized software which relies on the two traditional systems but also saves time and facilitates and streamlines the whole process. While automated, the software is not foolproof and requires training, field expertise and experience.
Another important aspect to be mindful of when choosing your bookkeeper concerns taxes. Namely, not all bookkeeping services in San Diego are certified to prepare your taxes.
At David York’s Tax Service, we can handle your bookkeeping as well as your taxes. David York is a San Diego-based enrolled agent, a federally authorized tax professional who can consult you on your taxes, prepare and file your federal and state tax returns, as well as act as your representative in case of audits or IRS notices.
Doing your own taxes can be a time-consuming, confusing process. Unforeseen complications we face in life can add to the complexity of the process. What makes the process all the more challenging is the fact is that you are always at risk of costly errors.
At David York’s Tax Service, we can handle your bookkeeping and prepare and check your taxes to ensure your compliance with the tax laws, minimized tax payment and maximized claimed refund. David York is also at your service should you ever need support in dealing with IRS notices or audits anywhere in San Diego County.
San Diego bookkeeping services normally include payroll processing, meeting one of the primary needs of business in the area. At David York’s Tax Service, we give you safe, secure and reliable payroll solutions performed at a consistent standard of service day in, day out. Our fully customizable payroll service which leaves you with more time to focus on the operation, growth and development of the business itself.
At David York’s Tax Service, you will find a comprehensive booking service which covers bookkeeping, payroll and taxes, both corporate and individual ones, as well as business incorporation services. We can address your questions and concerns and help you keep track of and manage your personal or business finances more effectively. Contact us today!