Services
Individual Tax Preparation
I prepare federal and state individual income tax returns with a focus on accuracy, compliance, and clear communication. You work directly with a CPA from start to finish.
Common situations include:
– W-2 income
– Investment and retirement income
– Self-employment or side income
– Rental income
– Itemized deductions and tax credits
– Crypto currency
Small Business Tax Preparation
I provide tax support for self-employed individuals and small businesses, with a focus on accurate reporting and clear coordination with personal tax returns.
Common situations include:
– Sole proprietors, single-member LLCs, and S corporations
– Schedule C and S corporation filings
– Business income and expense reporting
– Depreciation and asset tracking
– Coordination of business and personal tax items
Monthly Bookkeeping
I provide ongoing bookkeeping services to help small businesses stay organized throughout the year and support accurate tax preparation.
Common situations include:
– Monthly transaction categorization
– Bank and credit card reconciliations
– Basic financial reporting
– Cleanup of prior-period activity
– Bookkeeping support aligned with tax filing needs
Request a Consultation
This short form helps determine whether we’re a good fit before scheduling a consultation. Please do not submit tax documents or sensitive personal information.