Accounting and bookkeeping services

Do you have an LLC or are you a sole-proprietor in need of accounting and tax compliance? With this service package we will handle your bookkeeping, meet with you to discuss tax planning and estimated payments, file your tax returns and any other annual compliance needs you may have.

You have a point of contact dedicated to any questions that arise throughout the year. If you do not currently have books, we are here to help you set them up. We will also have an initial meeting to discuss business best practices and available tax deductions as a self-employed individual.

Tax Services:

  • Tax Preparation
  • Individual Income Tax Filing:
    • We help meet your annual tax obligations by preparing and electronically filing Individual Tax Returns, including self-employed business tax prep on Form Schedule C for federal and state filings.
  • Tax Planning
    • Includes an hour hour-long meeting with a CPA to discuss projected tax liability, tax savings strategies, tax management- and estimated payments along with any other tax-related questions you may have

Annual Compliance:

  • 1099
    • Gather W9s from vendors throughout the year, prepare, e-file, and mail annual 1099 forms
  • Sales Tax
    • We assist with on-going Sales Tax Compliance, including, data review and validation, return preparation and review as well as electronic filing and payment remittance.
  • Annual Report
  • Personal Property Declaration

Virtual Bookkeeping Services:

Effortlessly manage your finances with our complete bookkeeping services, covering ledger activity, monthly reconciliations (up to 100 transactions), and seamless data feed maintenance. Benefit from personalized client communication, including a dedicated contact, regular updates, and monthly meetings for bookkeeping reviews and Q&A

Add ons available:

  • AP Management
  • AR Management
  • Job Costing

Onboarding Services:

For pricing, CLICK HERE