Call us now: 786-307-5694
ogbesaservices@gmail.com
OGBESA Tax & Accounting Services

Expert Tax Preparation
& Accounting

OGBESA offers reliable and thorough services from our skilled accountants, bookkeepers, and tax specialists. We focus on accounting standards and generally accepted accounting principles, providing the utmost customer service. Mobile service available — we come to you.

What We Do

Our practice areas developed to meet
a changing global marketplace

Are you a small business overwhelmed with bookkeeping and payroll? Our professional bookkeepers will be ready to answer any questions you have. We take pleasure in helping businesses and individuals get organized and stay on top of their financial obligations.

Tax Preparation

OGBESA offers a variety of tax services, including personal and small business electronic IRS tax submittals. Whatever your tax situation, we are a great solution to your tax needs. We handle individual returns (1040), Schedule C, corporate returns, partnership returns, and more with accuracy and attention to detail.

Accounting Services

At OGBESA, we want you to have the best resources available when providing Financial reporting, Income Statements (P&L), Balance Sheet, Statement of Cash Flow, and Statement of Stockholders' Equity. We know accounting can be stressful. Your team will take the stress away while keeping you informed. We're always here to help you reach your goals.

Bookkeeping Services

At OGBESA, our bookkeepers are knowledgeable and dedicated to understanding your operations. Our team is attentive and thorough; we recognize the importance of keeping accurate books and financial reporting. We use QuickBooks and ensure your records are always up to date and audit-ready.

IRS E-File Provider

OGBESA is an authorized IRS e-file provider. This means we can electronically file your tax returns directly with the IRS, resulting in faster processing, quicker refunds, and fewer errors compared to paper filing. We handle both federal and state e-filing for individuals and businesses.

Payroll Services

Let us handle your payroll so you can focus on running your business. We manage employee payments, tax withholdings, quarterly filings, and year-end W-2 preparation. Our payroll services ensure compliance with all federal and state regulations while saving you time and reducing the risk of costly errors.

Tax Extensions & Planning

Need more time to file? We handle tax extensions to give you the additional time you need while staying compliant. We also provide year-round tax planning strategies to minimize your tax liability and help you make informed financial decisions throughout the year, not just during tax season.

Quality Accounting Services

Everything you need for your Personal
and Small Business Accounting

Let's Work Together — Our professional bookkeepers will be ready to answer any questions you have. We take pleasure in helping businesses and individuals get organized.

Full Charge Bookkeeping Services
Personal Income Tax Returns
Bank Account Reconciliation
Tax Extensions
Sales Tax & Payroll Tax Filing
CAM Reconciliation & Property Management
Financial Statements – P&L – Balance Sheet
AIA Construction Draw Billing
Workers' Comp & Insurance Audits
Year End Auditing
LLC and Corporations
Tax Information

Preparing for Tax Day

Use these tips to help you prepare for your appointment.

Identification

Identification

  • Copies of Driver's License or State IDs
  • Social Security Cards
  • Proof of Residence for dependents claiming EIC

Income Documents

  • Income from jobs: Forms W-2 for you and your spouse
  • Investment income — various Forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
  • Income from state and local income tax refunds and/or unemployment: Forms 1099-G
  • Taxable alimony received
  • Business or farming income — profit/loss statement, capital equipment information
  • If you use your home for business — home size, office size, home expenses, office expenses
  • IRA/pension distributions — Forms 1099-R, 8606
  • Rental property income/expense — profit/loss statement, rental property suspended loss information
  • Social Security benefits — Forms SSA-1099
  • Income from sales of property — original cost and cost of improvements, escrow closing statement, cancelled debt information (Form 1099-C)
  • Prior year installment sale information — Forms 6252, principal and interest collected during the year, SSN and address of payer
  • Other miscellaneous income — jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Other Tax Documents

  • IRA contributions
  • Energy credits
  • Student loan interest
  • Medical Savings Account (MSA) contributions
  • Moving expenses (for tax years prior to 2018 only)
  • Self-employed health insurance payments
  • Keogh, SEP, SIMPLE and other self-employed pension plans
  • Alimony paid that is tax deductible
  • Educator expenses
  • State and local income taxes paid
  • Real estate taxes paid
  • Personal property taxes — vehicle license fee based on value
  • Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file
  • Direct deposit information — routing and account numbers
  • Foreign bank account information — location, name of bank, account number, peak value of account during the year

Tax Deduction Documents

  • Advance Child Tax Credit payment
  • Child care costs — provider's name, address, tax ID, and amount paid
  • Education costs — Forms 1098-T, education expenses
  • Adoption costs — SSN of child, legal, medical, and transportation costs
  • Home mortgage interest and points you paid — Forms 1098
  • Investment interest expense
  • Charitable donations — cash amounts and value of donated property, miles driven, and out-of-pocket expenses
  • Casualty and theft losses — amount of damage, insurance reimbursements
  • Other miscellaneous tax deductions — union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only)
  • Medical and dental expenses
Turnaround Times

How long does tax prep take?

We understand you want your refund as quickly as possible. Here are our typical turnaround times.

Personal Taxes

Generally completed within a day. Once we receive all your documents, our team promptly prepares your return with accuracy and attention to detail, ensuring you get the maximum refund you're entitled to.

Schedule C / Small Business

Can take a handful of days, depending on the data our clients provide and if we need to prepare work papers. We'll keep you informed throughout the process and request any additional information promptly.

Corporate Tax Returns

May take up to two weeks due to the complexity of corporate filings. We ensure every deduction is captured and your return complies with all current tax regulations. Rush service available upon request.

Quarterly & Estimated Taxes

These are typically completed quickly, often within the same day. We help you stay on track with quarterly estimated payments to avoid penalties and keep your tax liability manageable throughout the year.

Why Outsource Your Accounting

Focus on your business,
we'll handle the numbers

Save Money

Having a remote bookkeeper or accountant allows you to save money while hiring someone well versed in accounting practices. You no longer have to cover the cost of a full-time employee with benefits, office space, and equipment.

Expert Support

Your dedicated outsourced accountant will offer better support than those in-house, as we provide teams and resources full of knowledge. We require a minimum of ten years of experience prior to joining our team.

Get Back to Business

Our highly skilled and experienced bookkeepers will let you get back to what you do best — running and growing your business. We handle the financial details so you can focus on strategy and operations.

GAAP & IFRS Compliant

Each employee must pass rigorous on-boarding exams based on ethics, GAAP, and IFRS to meet our quality benchmark. Your financials will always meet the highest professional standards.

QuickBooks Experts

Our bookkeepers are well trained in QuickBooks. We chose QuickBooks because it integrates with many other software systems and is great for importing and exporting data, giving you flexibility and real-time access.

Confidentiality Guaranteed

It is our policy to keep your personal and business matters confidential to the extent permitted by law. Your sensitive financial information is protected with the same care we'd give our own.

Tax FAQ

Frequently Asked Questions

Find answers to common questions about our tax and accounting services

What benefits are there to outsourcing accounting needs?

Having a remote bookkeeper or accountant allows you to save money while hiring someone well versed in accounting practices. You no longer have to cover the cost as a full-time employee. Your dedicated outsourced accountant will offer better support than those in-house, as we provide teams and resources full of knowledge. Our highly skilled and experienced bookkeepers will let you get back to what you do best.

What qualifications do your bookkeepers and accountants have?

We require a minimum of ten years of experience prior to joining our team. Each employee must pass rigorous on-boarding exams based on ethics, GAAP, and IFRS to meet our quality benchmark. This ensures that every member of our team is qualified to handle even the most complex financial situations.

What software is used for bookkeeping?

Our bookkeepers are well trained in QuickBooks. We chose QuickBooks because it integrates with many other software systems and is great for importing and exporting data. This gives you flexibility and real-time access to your financial information from anywhere.

Will I have access to my books?

Yes, backup and monthly reporting will be provided periodically. You'll always have visibility into your financial data. We believe in transparency and ensure our clients have full access to their books and records at all times.

What is standard tax prep turnaround time?

Personal taxes can generally be completed within a day. Schedule C tax prep can take a handful of days, depending on the data our clients provide and if we need to prepare work papers. Corporate tax returns may take up to two weeks. Quarterly and estimated taxes will take less time.

What if I owe money to the IRS?

We can help you get on a payment plan that meets your budget. We understand these forms can be confusing, but our tax specialists are well versed in working with the IRS and are able to handle this for you. We'll guide you through every step of the process.

IRS Authorized E-File Provider
IRS Authorized E-File Provider

OGBESA is an authorized IRS e-file provider. We electronically file your returns for faster processing and quicker refunds.