REMINDER: TAXES ARE DUE APRIL 15, 2025
Streamline your finances, focus on your strengths.
Managing business finances can be overwhelming and take up valuable time. That’s why I offer a complete set of services to make things easier and let you concentrate on what you excel at.
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Tax Preparation & Planning
business Tax Returns
From sole proprietorships to corporations, I handle tax filings for all types of businesses, minimizing your tax liability and maximizing your return.
individual Tax Returns
I'll accurately prepare and file your federal and state income tax returns, ensuring you take advantage of all eligible deductions and credits.
Tax Planning
I'll work with you proactively throughout the year to develop tax strategies that align with your financial goals and minimize your tax burden.
Bookkeeping & Accounting
Accounts Payable & Receivable
I can handle your invoicing, bill payments, and collections, improving your cash flow and reducing administrative burden.
Full-Charge Bookkeeping
I'll manage your day-to-day bookkeeping tasks, including recording transactions, reconciling bank accounts, and generating financial reports.
I'll provide you with clear and concise financial statements (balance sheets, income statements, cash flow statements) to help you track your business performance.
Financial Statement Preparation
Payroll Services
quarterly Tax filing
Avoid penalties by making estimated tax payments every three months.
Custom Payroll schedule
Together we will come up with a payroll schedule that works for your business.
We start with a free consultation to understand your needs and financial goals. This can be done via phone, video call, or in-person at our office.
We'll discuss your business, your current financial systems (if any), and any challenges you're facing.. And then I'll answer your questions and explain how my services can benefit you.
Based on our consultation, I'll create a customized proposal outlining the services we recommend and their associated costs.
Once you approve the proposal, we'll sign a service agreement to formalize our partnership.
I'll provide you with a secure online portal to upload your financial documents (e.g., bank statements, invoices, receipts).
I may also request access to your accounting software or provide you with tools to streamline data collection.
I'll guide you through the process and answer any questions you have.
I'll set up your account in our system and integrate it with your existing software (if applicable).
I'll categorize your transactions, reconcile your accounts, and ensure everything is accurate and up-to-date.
I'll provide regular reports and updates on your financial status.
I'll be available to answer your questions and provide ongoing support throughout the year.
I'll proactively identify opportunities to improve your financial health and minimize your tax liability.
