Bookkeeping and Tax Preparation

 

After initial start-up cost, bookkeeping subscription services start at $399 a month!!

 

Initial start-up cost of $599, cost includes the following:

• Set up your account

• Reconcile business bank account(s)

• Enter up to one year of business transactions

​

Bookkeeping monthly subscription is $399 a month!  We provide you with the following:

• Approximately eight (8) hours a month of collecting and recording your businesses revenues and expenses

• Reconciling bank statements to internal accounts​

• Income Statement (P&L)

• Balance Sheet

• Statements of Cash Flow

• A bi-weekly meeting to review your business transactions and financial statements.

​

Financial statements are important to you as you evaluate your business operations.  Financial statements are relevant to lenders and/or when creating a business plan.  

 

In short, we will handle the tedious work of bookkeeping. No need to train employees. Books are current and accurate. You can focus on your core business.

​

Tax Preparation

​

Graduate-level accounting professional providing accurate, compliant tax preparation for individuals and small businesses.

 

The preparer is registered with the IRS as a paid tax return preparer and holds a valid PTIN.  Not a CPA, Enrolled Agent, or attorney.
 

Services are limited to tax preparation and related advisory support. Representation before the IRS is not provided. We comply with Federal PTIN rules. We can file taxes for individuals and small business operations. 

 

We are able to file the following taxes:

• Individual returns (Form 1040)

• Self-employed (Schedule C)

• Rentals (Schedule E)

• Basic 1065 and 1120's

• Amendments

​