Tax Preparation and Accounting

Data-Ops manages various projects for clients in need of accounting, tax and finance services. Whether we’re filling in due to a temporary staffing shortage or providing assistance on a specific accounting project, we have the resources available to take on a multitude of projects. In addition, Data-Ops provides individual and small business tax preparation services for a fraction of the cost that large tax preparation companies charge. Our qualifications and some past experiences include:

qualifications

Tax Preparaton

  • Approved and licensed electronic tax return filer with the IRS
  • Holds active preparer tax identification number (PTIN) with the IRS
  • Extensive experience with form 1040 and various supporting schedules including schedules A, B, C, D & E

Finance Management

  • Managing the quarterly statement of earnings on an IFRS, USGAAP and NAIC basis
  • Managing the process of booking quarterly results into the client’s general ledger system and provided commentary, reconciliations and other ad hoc analysis in order to explain results
  • Creating quarterly presentations, reports, and commentary for client’s executive management