Services
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Services
How I Can Help
Bookkeeping Services
- Monthly financial statements
- Bank & credit card reconciliations
- Accounts payable & receivable
- QuickBooks setup & cleanup
Payroll Services
- Payroll processing
- Payroll tax filings
- W-2 & 1099 preparation
- Compliance support
Tax Preparation & Planning
- Individual tax returns
- Business tax returns
- Tax planning strategies
- IRS correspondence assistance
Services Offered
- Monthly and quarterly bookkeeping
- Payroll processing and compliance
- Sales and use tax filings
- Individual tax preparation (Form 1040)
- Business tax preparation (Forms 1120-S, 1065)
- Tax planning and advisory for business owners
- Cleanup and catch-up bookkeeping
- IRS and state audit representation and notice resolution
Core Services
Monthly Bookkeeping Packages:
Tiered pricing based on transaction volume
Tax Preparation:
Individual, business, and nonprofit returns
Tax Planning:
Quarterly and annual strategy sessions
Payroll Services:
Per-employee pricing
Pricing
Pricing will be competitive and value-based, offering:
- Monthly subscription packages
- One-time project fees for cleanup and tax returns
- Discounts for bundled bookkeeping + tax services