Income Tax Services
Adam R. Necelis, CPA LLC offers income tax preparation services for both individuals and businesses.
This includes all business entity types including S Corporations, C Corporations, Partnerships, and Nonprofits. In addition to the tax preparation services, Adam R. Necelis, CPA LLC offers tax planning services which provides us an opportunity to be proactive in regards to your tax situation.
Adam also assists clients with responding to IRS and state tax notices.
- Individual Returns: Form 1040, itemized deductions, capital gains, retirement income, and multi-state resident/nonresident filings.
- Corporate Filings: Form 1120-S (S-Corps), Form 1120 (C-Corps), and Form 1065 (Partnerships/LLCs).
- Nonprofit Returns: Form 990, 990-EZ, and state charitable compliance reporting.
- IRS & State Notice Representation: Direct CPA correspondence, audit defense, and penalty abatement assistance.
Intuit Certified ProAdvisor
Dedicated setup, reconciliation, and troubleshooting for QuickBooks Online ecosystems.
Bookkeeping Services
For small business owners, Adam R. Necelis, CPA LLC offers bookkeeping services to allow you to focus on the other aspects of your business.
It is always helpful to have a Certified QuickBooks ProAdvisor assist you with your bookkeeping needs! Accurate, organized monthly books prevent costly tax-season surprises and ensure you possess clear, reliable financial statements to present to lenders, investors, and state regulators.
- Monthly Account Reconciliations: Checking, savings, credit cards, merchant processors, and lines of credit.
- Key Financial Statements: Timely generation of Profit & Loss statements, Balance Sheets, and Cash Flow summaries.
- QuickBooks Online Optimization: Chart of accounts structuring, automation rules, and ongoing software support.
- Seamless Year-End Tax Integration: Your bookkeeping flows seamlessly into corporate tax preparation with zero delays.
Other Business Services
In addition to the income tax and bookkeeping services, Adam R. Necelis, CPA LLC offers a number of other services to assist business clients.
Gross Receipts Tax Filings
Delaware imposes a unique Gross Receipts tax on business revenue rather than net income. We compute and prepare timely monthly and quarterly Delaware Gross Receipts filings to keep your commercial license in good standing.
Sales & Use Tax Filings
For businesses transacting across state borders, we manage multi-jurisdiction sales and use tax calculations, exemption certificate tracking, and periodic remittances.
State Nexus Research
Determining physical and economic nexus thresholds following South Dakota v. Wayfair. We evaluate where your business has established tax filing obligations.
Payroll Tax Filings
Periodic federal, state, and local payroll tax returns (Form 941, Form 940, state unemployment, and withholding filings), as well as annual W-2 and 1099 generation.
New Business Registrations
Assisting new entrepreneurs with state entity registrations, Delaware Division of Revenue licensing, obtaining Federal Employer Identification Numbers (EIN), and initial election filings.
Proactive Tax Planning
Customized year-round financial forecasting to optimize depreciation elections, maximize business expense deductions, and minimize surprises at tax filing time.
Service Delivery Matrix
An overview of our professional accounting engagements, core deliverables, reporting frequencies, and software compatibility.
| Service Category | Target Client | Core Deliverables | Engagement Cadence | Integrated Technology |
|---|---|---|---|---|
| Individual Tax Preparation | Wage earners, retirees, investors, sole proprietors | Form 1040, state/local returns, Schedule C/D/E, e-filing receipt | Annual (Jan – Apr / Oct extension) | Soraban Secure Portal, IRS e-File |
| Corporate & Business Tax | S-Corps, C-Corps, Partnerships, Nonprofits | Form 1120, 1120-S, 1065, 990, Schedule K-1 distribution packages | Annual (March 15 / April 15 statutory deadlines) | QuickBooks Online, Soraban Cloud |
| Small Business Bookkeeping | Small to mid-sized business owners | General ledger maintenance, bank reconciliation, P&L, Balance Sheet | Monthly / Quarterly | Certified QuickBooks ProAdvisor, QBO |
| Delaware Gross Receipts Filings | Businesses operating or selling into Delaware | DE Division of Revenue Gross Receipts returns, reconciliation | Monthly / Quarterly based on tax threshold | Delaware Tax Portal, State Division of Revenue |
| Tax Notice Resolution | Clients facing IRS or state Department of Revenue inquiries | Audit assessment, written CPA rebuttal, penalty abatement petitions | As needed / Immediate response | Direct CPA Power of Attorney Representation |
Ready to Optimize Your Tax & Bookkeeping Strategy?
Contact Adam R. Necelis, CPA LLC today to discuss your tax preparation, small business bookkeeping, or Delaware compliance requirements.