Monthly & Quarterly Bookkeeping
Ongoing BookkeepingKeep your books accurate and current with transaction categorization, account reconciliations, accounting adjustments, and periodic financial reporting.
Services
Practical support for your finances, taxes, and business.
Explore the service areas below to see how I can help with bookkeeping, tax preparation, business registration and tax setup, audit support, and other accounting and advisory needs.
Bookkeeping & Accounting
Keep your financial records accurate, organized, and up to date.
Reliable bookkeeping gives you a clearer view of your business and creates a stronger foundation for tax preparation and financial decisions.
Monthly and quarterly bookkeeping, full-cycle accounting, and cleanup or reconstruction to keep your financial records accurate and organized.
Full-Cycle Accounting
Comprehensive AccountingComprehensive support that combines ongoing bookkeeping with accounts receivable, accounts payable, customer invoicing, vendor bills, document management, period-end close, and financial reporting.
Bookkeeping Cleanup & Reconstruction
Cleanup & Catch-UpBring incomplete, outdated, or inaccurate books back into order through catch-up bookkeeping, corrections, or reconstruction for tax preparation, financial reporting, or other business needs.
Tax Preparation
Tax preparation and compliance support for businesses and individuals.
Organized tax support designed to help you meet filing obligations, keep required filings on track, and understand your tax responsibilities.
Federal, state, local, and sales tax preparation and compliance support for businesses and individuals.
Business Tax Services
Preparation and compliance support for small businesses.
Federal Income Tax Preparation
Prepare federal business income tax returns using your financial records and applicable filing requirements.
State & Local Income Tax Preparation
Prepare required state and local business income tax filings for the jurisdictions in which your business files.
Sales Tax Compliance
Support with calculating, reporting, and filing sales tax obligations based on your business activity.
Individual Tax Services
Personalized income tax preparation for individuals.
Federal Income Tax Preparation
Prepare your federal individual income tax return with attention to the information and documentation you provide.
State Income Tax Preparation
Prepare applicable state individual income tax returns and help organize the filing information needed.
Starting a Business
Start with a structure that fits your business goals.
Early decisions can affect taxes, recordkeeping, and how your business operates. Get practical guidance before moving forward.
Tax and accounting guidance on entity choice, registration, tax accounts, and financial setup.
Entity Choice, Registration & Tax Setup
Compare common entity structures from a tax and accounting perspective and get practical help with business registration, tax accounts, and financial setup.
Scope note: Legal advice, legal document drafting, and other legal formation matters should be handled with a licensed attorney.
Audit Support
Professional guidance when dealing with tax authorities.
Get help understanding requests, organizing supporting information, and responding more confidently during audits or tax notice matters.
Support with tax notices and federal, state, and local tax audit matters.
State & Local Sales Tax Audit Support
Support with sales tax audit documentation, transaction review, and responses to state or local taxing authorities.
Assistance Responding to Tax Notices
Review tax notices, identify what information is being requested, and help prepare an organized response or next-step plan.
IRS Tax Audit Support
Organize audit documentation, understand IRS requests, and receive guidance throughout the federal audit process.
State Income Tax Audit Support
Prepare for state income tax audit inquiries and organize records needed to address the issues under review.
Other Accounting & Advisory Services
Planning, advisory, and practical support for the decisions and systems that keep your business running.
Planning support for important tax, financial, and ownership decisions, plus help setting up and overseeing payroll through a trusted third-party provider.
Tax planning, guidance for business purchases and sales, multi-state considerations, and payroll setup and oversight.
Buying or Selling a Business
Review financial and tax considerations that can affect the purchase or sale of a business before a transaction moves forward.
Business Income Tax Planning
Evaluate expected business tax obligations and consider timing, deductions, and other tax factors before important year-end or operational decisions are made.
Personal Tax Planning
Review the tax impact of major personal financial decisions throughout the year so you can plan with greater awareness before filing season.
State & Multi-State Tax Planning
Consider state tax implications as you or your business earns income, operates, or conducts business across different jurisdictions.
Payroll Provider Setup
Help choosing a third-party payroll provider and setting up employees, pay schedules, and payroll tax accounts so payroll runs smoothly from the start.
Scope note: Payroll calculations, tax deposits, and payroll tax filings are processed by the third-party payroll provider.
Payroll Review & Reconciliation
Record payroll in your books, reconcile it to bank activity and provider reports, and review year-end W-2 information for accuracy.
Not sure which service fits?
Start with a conversation.
Schedule an introductory call to discuss your accounting needs and determine which service area is the best fit.