Services

Tax Preparation

Preparing your own tax return can be extremely difficult with today’s complex tax code and may often leave you with more questions than answer. These days, the majority of people and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.

DTR Rangel & Associates is here to help you resolve your tax problems.  We pride ourselves on being very efficient, affordable, and, of course, extremely discrete. With timely services and a thorough understanding of the tax laws and regulations, we can help you to stay on top of all of the tax deadlines and ensure that your financial systems are in order.

  • Tax Planning (Federal and State Taxes)
  • Tax Preparation for Individuals (Employed, Self-employed, Freelancer Income)
  • Tax Preparation for Small Businesses (Business and Corporate)
  • Excise Taxes
  • IFTA/HUT filing for Trucker
  • Use Taxes (Filing and Payment)
  • Sales Taxes (Filing and Payment)
  • Strategic to reduce taxes
  • Quarterly Estimated Taxes
  • Amended Past Tax Return
  • File of Past Due Tax Return

Accounting & Bookkeeping

If you are struggling with keeping up with the bookkeeping tasks for your business, you need to hire a professional. If you can’t afford the services of a full-time accountant but would enjoy the expertise that comes along with one, DTR Rangel & Associates can help.

We can handle all bookkeeping and accounting tasks from payroll to preparation of your financial statements.

We offer the following accounting services for your company:

  • QuickBooks Services
  • Monthly Reports and Statements
  • Profit and Loss Statement
  • Trial Balance
  • Balance Sheet
  • General Ledger Report
  • Bank Reconciliation
  • Payroll Reconciliation
  • Tax Service/Payroll/Accounting
  • Bookkeeping: manage daily transactions
  • Payroll: Management of payroll and taxes
  • Payables & Receivables: Management of supplier and customer accounting
  • Cloud Accounting Solution (Coming Soon) 

No need to buy any extra hardware or software. We only work with the latest accounting software, which we own and will incorporate it into your bookkeeping tasks. In addition, we can even manage your files off-site so that you will have a reliable, secure backup of your business's financial records. 


Incorporation

Incorporating a business means turning your sole proprietorship or general partnership into a company formally recognized by your state of incorporation. When a company incorporates, it becomes its own legal business structure set apart from the individuals who founded the business. Through incorporation, the company's owner or owners create a separate legal entity to transact business. This new business entity corporation or limited liability company (LLC) transforms the way the business is seen through the eyes of the law and often has more credibility with potential customers, vendors and employees.

Our services cover, but not limited to, the following:

  • Business Incorporation
  • Business Structure (LLC, Corp, Partnership, S-Corporation, C-Corporation) 
  • Legally Required Corporate Documentation
  • Annual Company Renewal
  • Companies Formation and Renewals
  • EIN – Employer Identification Number (EFIN)
  • S-Corporation Conversion (Tax Advantage)
  • Formation of a Company for a Foreign National Individual or entity
  • ITIN for Non-resident aliens and Foreign Individuals (Now offering this Service)
  • Operating Agreement
  • By-Laws

Common reasons to obtain an ITIN:

  • You own a business in the US and need to open a bank account, file US tax returns, etc.
  • You earn US-source income and must file US tax returns
  • You own U.S. property that is being sold and withholding tax is being taken
  • If you are a foreign partner in a U.S.-based partnership
  • If you have a foreign spouse or foreign dependents and would like to get the married filing jointly status or otherwise claim the dependents

Lending & Finance

It is unfeasible for small and mid-sized businesses to access equity and bond markets for financing due to regulatory hurdles, associated costs, and the time required to secure the funds. Therefore, small and mid-sized enterprises use debt products such as commercial loans and/or lines of credit. Commercial loans can ultimately be used for any purposes required for the business – acquiring assets, purchasing supplies, meeting daily operational costs, paying payroll, etc. A commercial loan is a loan that is extended to businesses by a financial institution. In this instance, we are here to help you getting the loan by preparing a loan documentation package according to the Lender’s requirements and guidelines.

* We are not a Lender or a Loan Processing Company but a Loan Consulting Firm.

In addition to other subject, our support and advice will cover the following items: 

  • Assist you during the process that it will start with a meeting with the loan officer and until the loan is closed and funded 
  • Collecting the details to get your loan request in the right path for approval
  • Gathering everything together so the documents are presented in the way that lenders like to facilitate the processing and underwriting.
  • Preparing a loan package documentation according to the standards requirements and lender’s guidelines
  • We can run a probable underwriting scenario (pre-qualification of the loan before submitted to the lender) to test the probability of approval 
  • We will be able to answer any questions the underwriting will ask.
  • If the loan is not approved for any fact related to the documentation and/or missing information no provided by us we will not receive any payment for service.
  • We will review for you the term and the final commitment before proceeding with the closing to make sure there is not any hidden covenant that will affect the closing and funding of the loan or it contains a clause that will impact the company future performance

Note: We offer support in any type of loan (Residential, Commercial, Residential Investments loan, an others) but our service in  processing and underwriting is limited to Commercial Loans and/or Residential Investment loans. 

Software Development

We own the programming language to design any software which will work with your operating system. We will determine your software needs, identify the coding in use and test your current software to ensure functionality. If needed, we will update it to refine components like cyber security measures and data storage capacities. Our software engineer will work closely with you and other Software Developers to identify troubleshot and revamp software systems as well as to create instructional documents and coding libraries so other software developers can make adjustments in the future. We are also responsible for reviewing customer service data to discover potential defects and gauge the level of customer satisfaction with a new program.

Software Developer Tasks:

  • Collaborating with management and users to identify end-user requirements and specifications
  • Designing algorithms and flowcharts to create new software programs and systems
  • Producing efficient and elegant code based on requirements
  • Testing and deploying programs and applications
  • Troubleshooting, debugging, maintaining and improving existing software
  • Compiling and assessing user feedback to improve software performance
  • Developing technical documentation to guide future software development projects
  • Perform routine administration of your current system, including making approved changes to forms, tables, reports, and workflows
  • Ensure the Service platform and tools remain current by performing testing and installation of updates, patches, and new releases
  • Create and configure Business Rules, UI Policies, UI Actions and Scripts
  • Identify problems and areas for improvement, research solutions, reconfigure or recode the system to improve system functionality
  • Manage Service security by managing roles and access control lists
  • Training personnel and creating supporting documentation including user and training guides
  • Work directly with end users to resolve support issues within Service Program.  

Marketing and Web Design

A well design marketing plan will ensure success in reaching your sales goals. It must focus in seeking to get the attention of key potential audiences through advertising, and targeting consumers by using celebrities’ endorsements, catchy phrases or slogan, memorable packing or graphic designs and overall media exposure. The selling of products or services must be tied to target consumers who must be previously identified, and must draw the customer’s attention to the product or service available. After assessing your needs, web designers help create and maintain the product. Once a website is created, a designer helps with maintenance and additions to the website.

A Web Design Page for the company is part of a successful marketing plan. We will create for you the website based on your strategic marketing plan, the product or services offered, and the company’s sales team. Our service will include the following:

  • Create the look, layout, and features of a website
  • writing and editing content
  • designing  webpage layout
  • determining technical requirements
  • updating websites
  • creating back up files
  • solving code problems

Do you need assistance?

We are ready to take care of your needs.

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Illustration by Natasha Remarchuk from Ouch!
© 2024 DTR Rangel & Associates, LLC