Our Services

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• Transaction Categorization & Data Entry
• Accounts Payable Management (entry, bill pay, vendor tracking)
• Accounts Receivable Management (invoicing, deposits, follow-up)
• Bank & Credit Card Reconciliations
• General Ledger Maintenance
• Bookkeeping Catch-Up & Cleanup
• Month-End Close Support
• Inventory & Cost Tracking
• Fixed Assets & Depreciation
• Petty Cash Reconciliation

Individual Tax Services

• Federal & State Income Tax Filing (Form 1040 + Schedules)
• Amended Tax Returns
• Tax Planning & Deductions Optimization
• Estimated Tax Payments (Quarterly)
• Tax Extensions (Form 4868)

Business & Corporate Tax Services

• S Corporation & C Corporation Tax Filing (Form 1120-S / 1120)
• Partnership Returns (Form 1065)
• LLC Multi-member and Sole Proprietor Tax Filing
• Quarterly Estimated Tax Payments
• Filing Corrections & Amendments
• Sales Tax Filings (Monthly/Quarterly/Annual)

• Payroll Processing & Journal Entries
• 1099 Filing
• W-9 Collection & Vendor Tracking
• Payroll Liabilities Reconciliation
• Coordination with Gusto, ADP, Paychex

• QuickBooks Setup (Online/Desktop)
• Cleanup & Optimization
• QuickBooks Training 
• Software Migration Support
• Integration with POS, Inventory & Billing Tools

• Full-Service Outsourced Bookkeeping
• Free Initial Consultation
• New Business Bookkeeping Setup
• Clarity & Business Insights Coaching