Tax Preparation
- Individual tax returns (Form 1040)
- Small business tax filing (Schedule C, LLC, S-Corp)
- Tax amendments and extensions
- Tax planning and strategy consultations
- Multi-state tax filings
Bookkeeping
- Monthly and/or quarterly bookkeeping
- Bank and credit card reconciliations
- Accounts payable and receivable management
- Catch-up bookkeeping to update months or years of data.
QuickBooks
- QuickBooks Online setup, management, and cleanup
- File cleanup and accuracy review
- QuickBooks file restoration or recreation
- Ongoing system support and training
Payroll
- Weekly, biweekly, or monthly payroll processing
- Direct deposit and pay stub generation
- Quarterly payroll tax filings
- Annual W-2 and 1099 preparation and filing
Business Formation
- LLC and corporation formation
- EIN registration and tax ID assistance
- S-Corp election filing
- Accounting system setup from day one
- Business licensing and compliance guidance
Financial Consulting
- Cash flow analysis and forecasting
- Financial performance review
- Financial statement preparation
- Chart of accounts restructuring
- Budgeting and expense management
- Strategic planning support
- Business growth consulting