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Tax preparation and bookkeeping for individuals and businesses — with a clear process and careful review.
Service
Individual Tax Preparation
Personal filings for employees, freelancers, and investors. We focus on accuracy, documentation, and clear communication so you can file with confidence.
- Organized document checklist (W-2/1099, expenses, deductions)
- Review of eligible deductions and credits
- Filing support and deadline guidance
- Year-round planning for estimates and upcoming changes
Photo by Kelly Sikkema on Unsplash.
Service
Business & Corporate Tax
Stay compliant and audit-ready with clean records and timely filings. We help businesses prepare returns, extensions, and supporting documentation.
- Business tax returns and extensions
- Recordkeeping support and documentation
- Coordination for year-end reporting
- Ongoing guidance for compliance and planning
Photo by charlesdeluvio on Unsplash.
Service
Accounting & Bookkeeping
Monthly bookkeeping that keeps you informed. We reconcile accounts, keep categories clean, and produce reports you can use to run your business.
- Monthly reconciliations and clean categorization
- Profit & loss and balance sheet reporting
- Year-end package to make tax season easier
- Support for questions throughout the year
Photo by Carlos Muza on Unsplash.
Ready to file with confidence?
Book a consultation with a tax preparer.
We’ll reply with next steps and a checklist tailored to your situation—individual taxes, business compliance, or bookkeeping.
Secure, confidential, and responsive.
Photo by Cytonn Photography on Unsplash.