Tax Preparation Services
- Federal and state tax return preparation
- Individual and Schedule C (solo entrepreneur) tax filing
- Year-end bookkeeping cleanup for tax readiness
- Estimated tax calculations and quarterly planning
- Tax planning to maximize deductions and reduce liabilities
- Filing for contractors, freelancers, and sole proprietors
- Review of prior-year returns for missed deductions or errors
- Guidance on record-keeping and tax compliance requirements
- E-filing and secure document submission
- Support for small business owners during tax season
Tax Consulting Services
- Personalized tax strategy and planning
- Guidance on deductions and tax-saving opportunities
- Year-round tax support for individuals and small businesses
- Quarterly estimated tax planning and calculations
- Review of financials to identify tax exposure or risks
- Multi-income and self-employment tax guidance
- Support with tax compliance requirements and deadlines
- Prior-year return reviews for accuracy and missed opportunities
- Audit preparation guidance (non-representation)
- Strategic planning for business changes, growth, and income shifts
Bookkeeping Services
- Monthly bookkeeping and transaction management
- Account reconciliation (bank, credit card, PayPal, etc.)
- Monthly financial statements (Profit & Loss, Balance Sheet)
- Accounts payable and accounts receivable tracking
- Categorization and cleanup of expenses
- Month-end close and financial review
- Catch-up and historical bookkeeping services
- Cash flow monitoring and basic forecasting
- Payroll setup support and coordination (if applicable)
- Financial organization for tax preparation
- Secure digital recordkeeping and reporting
Fractional CFO Services
- Financial strategy and long-term planning
- Cash flow forecasting and management
- Budget creation and monitoring
- Profit analysis and margin improvement
- Monthly or quarterly financial review meetings
- KPI tracking and performance insights
- Pricing strategy and revenue planning
- Expense optimization and cost-control analysis
- Financial dashboard creation & reporting
- Support during business growth, restructuring, or scaling
- Guidance on financial systems, workflows, and best practices
- Collaboration with bookkeepers, tax preparers, and business owners
- Scenario planning and “what-if” financial modeling
