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Tax Preparations
We provide accurate and timely tax preparation services for individuals and small businesses, ensuring that you never miss a deadline or pay more than you owe.
1. Individual Tax Returns (Form 1040)
We help you prepare and file your personal income tax return, whether it’s a simple return or a more complex one with itemized deductions, credits, and exemptions. We’ll work to make sure you get all the deductions you’re eligible for and maximize your refund.
2. Self-Employed & Freelance Tax Preparation
For freelancers, contractors, and small business owners, we understand the intricacies of 1099 filings, business deductions, and self-employment taxes. We’ll help you navigate the unique tax challenges of being your own boss and ensure your taxes are handled properly.
3. Small Business Tax Returns
We offer preparation of tax returns for LLCs, S-Corps, and Partnerships. We work with small to medium-sized businesses to ensure compliance and tax efficiency, including filing Forms 1065 and 1120S.
4. Late & Back Tax Filing
Did you miss filing your taxes in previous years? Don’t worry, we can help you catch up on your filings and navigate any penalties or interest that might apply.
5. Amended Tax Returns
If you need to correct a previously filed return, we can help amend your tax filings and resolve any discrepancies, whether it’s for past years or current returns
Bookkeeping
Our bookkeeping services will help you stay organized and keep track of your finances, giving you valuable insights into your business and enabling you to make better decisions.
1. Daily/Monthly Bookkeeping
I’ll help manage your daily financial transactions, including recording income and expenses, handling accounts payable and receivable, and reconciling your accounts. Whether you need daily, weekly, or monthly updates, I ensure your books stay accurate and up-to-date.
2. Financial Statement Preparation
I prepare detailed financial statements, including profit & loss reports, balance sheets, and cash flow statements, to give you a clear picture of your business’s financial health. These statements are essential for making informed business decisions and preparing for tax season.
3. Accounts Payable & Receivable Management
I handle both accounts payable (bills you owe) and accounts receivable (money owed to you) to ensure everything is paid on time and properly documented. This service keeps your cash flow smooth and your financial records in order.
4. Bank & Credit Card Reconciliation
I perform monthly reconciliations of your bank and credit card accounts, ensuring that your records match up with what’s on your statements. This helps catch any discrepancies and ensures your financial records are precise.
5. QuickBooks & Accounting Software Setup
If you need assistance setting up or learning how to use accounting software like QuickBooks, I provide training and support to get you up and running. This allows you to stay organized and maintain accurate records easily.
6. Year-End Financial Close & Tax Preparation Support
At year-end, I help close out your books and prepare all necessary reports for tax filing. I work closely with you to ensure that everything is ready for tax preparation and make the tax filing process smoother.
Business Formation & Tax Planning
Guidance on business formation, entity selection, and proactive tax planning. From choosing the right structure to quarterly projections and tax strategy, I help set your business up for long-term financial success.
1. New Business Formation & Entity Selection
Helping clients choose the right structure for their business based on their specific needs, goals, and tax considerations.
2. EIN (Employer Identification Number) Application:
Obtaining an EIN from the IRS for your business, necessary for tax filings and opening business accounts.
3. Tax Planning & Projections
Advising self-employed individuals and small businesses on proactive tax management and estimated payments to avoid surprises during tax season.
