Tax Preparation Services

We offer personalized and accurate tax preparation for individuals and small businesses, with a focus on minimizing liability and keeping you compliant. Our services include:

Individual & Business Tax Returns:

  • Personal Tax Returns (Form 1040)
  • Sole Proprietor (Schedule C)
  • S Corporations (Form 1120-S)
  • Partnerships (Form 1065)
  • Multi-state and out-of-state returns

Tax Planning & Compliance:

  • Year-round tax planning strategies
  • Quarterly estimated tax calculations
  • IRS & State tax correspondence
  • 1099 filing & contractor compliance
  • Filing extensions (when needed)

Specialty Services:

  • Prior-year and amended tax returns
  • Self-employed and freelancer tax support
  • Tax preparation for real estate professionals
  • Rental property income and deductions
  • Capital gains and investment reporting

Bookkeeping Services

Reliable monthly bookkeeping that keeps your finances organized, your reports up to date, and your business ready for tax time or decision-making.

Monthly Bookkeeping (Flat-Rate):

  • Recording all financial transactions

  • Categorizing income and expenses

  • Reconciling bank and credit card accounts

  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)

  • Maintaining accurate and audit-ready records

Add-On Services:

  • Accounts Payable & Receivable tracking

  • Invoicing and payment follow-ups

  • Historical catch-up & clean-up work

  • Coordination with your CPA or tax preparer

  • Monthly or quarterly check-in meetings

Bookkeeping Software Support:

  • QuickBooks Online setup & support

  • Customized Chart of Accounts

  • Cloud-based file sharing and secure document storage