SERVICES
Personalized Tax, Bookkeeping & Financial Services
Whether you are managing your personal tax responsibilities or running a small business, I provide professional services designed to help you stay organized, informed, and prepared.
Tax Services
Tax preparation and support tailored to your individual or business needs.
Individual Tax Preparation
Preparation of federal and applicable state income tax returns for individuals.
Business Tax Preparation
Tax preparation services for eligible businesses and self-employed individuals.
Tax Services Include:
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Individual Federal Income Tax Returns
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Business Federal Income Tax Returns
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Self-Employment Tax Preparation
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State Income Tax Returns
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Multi-State Tax Filing
Tax Planning & Consultation
Tax planning isn't just something to think about when tax season arrives. Planning throughout the year can help you better understand your potential tax obligations and make informed financial decisions.
Services may include:
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Estimated Tax Payment Calculations
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Tax Projections
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Year-End Tax Estimates
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Extension Filing
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Prior-Year Tax Reviews
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New Client Tax Setup
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Tax-related consultations
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IRS Notice Assistance
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Refund Trace Assistance
Bookkeeping Services
Organized financial records can help you understand your business, monitor your financial activity, and stay prepared for tax season throughout the year.Bookkeeping services are customized based on the size and complexity of your business. Monthly packages are available for ongoing bookkeeping, while cleanup, QuickBooks setup, and Business Data Analytics are quoted separately.
1
Basic Bookkeeping
Best for very small businesses, solopreneurs, and clients with low transaction volume.
Includes:
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Transaction categorization
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Bank reconciliation
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Monthly financial summary
2
Standard Bookkeeping
Best for small businesses with moderate activity.
Includes everything in Basic, plus:
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Credit card reconciliation
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Month-end close
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Cleaner monthly financial reports
3
Cleanup / Catch-Up Bookkeeping
For businesses that need to bring their financial records up to date or organize historical bookkeeping.
Quoted based on the scope and condition of the records.
4
QuickBooks Setup & Conversion
Assistance with setting up or transitioning your bookkeeping system so your business has a more organized foundation for ongoing financial recordkeeping.
Quoted separately based on your business needs.
Business Data Analytics
Your financial records contain information that can help you understand how your business is performing.
Business Data Analytics helps organize and analyze financial information to identify trends, monitor performance, and support more informed business decisions.
Services may include:
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Revenue and expense analysis
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Financial trend analysis
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Budget vs. actual analysis
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Business performance reporting
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Key financial metrics
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Financial data organization and visualization
Services are customized based on your business needs.