Bookkeeping & Tax Services

Monthly income statements, balance sheets, and cash flow reports.

•  Data Collection 
•  Gross Pay Calculation 
•  Deduction 
•  Net Pay Calculation  
•  Pay Distribution 
•  Tax Filing & Reporting 
•  Recordkeeping 

• Record all financial transactions (sales, expenses, receipts, payments). 
• Record all financial transactions (sales, expenses, receipts, payments).
• Reconcile bank and credit card. statements.
• Review and categorize expenses
• Generate and review financial reports (Profit & Loss, Balance Sheet)
• Track accounts receivable and payable.
• Process payroll and payroll tax filings.
• Update inventory records (if applicable).
• Backup financial data (cloud or external drive.

• File quarterly tax returns (e.g., sales tax, payroll taxes).
• Review quarterly financial statements.
• Adjust entries for depreciation or accruals.
• Evaluate cash flow and budget performance
• Meet with accountant or bookkeeper for strategic review
• Update estimated tax payments (for self-employed or business owners)

• Close out the books for the fiscal year.
• Prepare year-end financial statements.
• Reconcile all accounts thoroughly.
• Issue W-2s and 1099s to employees/contractors.
• Review and update chart of accounts.
• Conduct a full inventory count and valuation.
• Prepare documents for tax filing
• Set financial goals and budget for the new year.

• Behind on bookkeeping? We catch up your accounts quickly and accurately.
• Accurate records: Reconcile transactions and update reports.
• Customized process: Tailored plan to organize your past months or years.
• QuickBooks ready: Works for QBO or QBD.
• Peace of mind: Your financials are current, compliant, and ready for decisions.

 Legally registering a new business with the appropriate government authorities (e.g., incorporating a new LLC, corporation, or partnership).  

• Filing Articles of Incorporation 
• Apply for EIN 
• Operating Agreements / Bylaws 
• Registered Agent Service 
• Compliance Alerts 
• D-u-n-s Bradstreet 

Organizing records for smooth tax filing, saves time and reduces stress. 

Individual tax preparation is the process of organizing and filing your personal income taxes with the IRS and, if applicable, your state tax authority. Whether you're a salaried employee, freelancer, investor, or retiree, preparing your taxes correctly ensures you stay compliant and potentially maximize your refund. 

Individual tax preparation is the process of organizing and filing your personal income taxes with the IRS and, if applicable, your state tax authority. Whether you're a salaried employee, freelancer, investor, or retiree, preparing your taxes correctly ensures you stay compliant and potentially maximize your refund. 

 Business tax preparation is the process of organizing, calculating, and filing taxes for a business entity—whether it's a sole proprietorship, partnership, LLC, S-corp, or C-corp. It’s more than just filling out forms; it’s about making sure your business complies with tax laws while maximizing deductions and minimizing liabilities. 

Monthly, quarterly, or annual filing with compliance monitoring and audit-readiness.

Application support and state registration.

No-Tax-Due filings, tax-due filings, multi-entity compliance, and strategic margin planning. 

•  Real Estate Documents 
•  Legal Documents 
•  Financial Documents 
•  Personal Documents 
•   Business & Miscellaneous 

 Legally registering a new business with the appropriate government authorities (e.g., incorporating a new LLC, corporation, or partnership).  

• Filing Articles of Incorporation 
• Apply for EIN 
• Operating Agreements / Bylaws 
• Registered Agent Service 
• Compliance Alerts 
• D-u-n-s Bradstreet 

• IRS / State Resolution $250 - $1500
• Audit Defense $1,500 - $7,500
• Entity Setup & Tax Structuring $950 - $4,500 
• Prior- Year Cleanup $750 - $3,500
• Expedited / Rush Filing $350 - $1250