Services

With my expertise, I'm equipped to accurately and efficiently prepare your income tax returns, tailored to your unique circumstances. 

Process

Here's how the process works:

Step 1: We'll schedule a 30-minute Zoom meeting or phone call to discuss your situation.

Step 2: Following our discussion, I'll provide you with a quote for the service.

Step 3: You'll receive link to access a secure client portal where you can upload your tax documents. 

Step 4: Once I have all the required documents, I'll begin preparing your return.

Step 5: Upon completion, you'll have the opportunity to review, approve, sign, and make the payment. All returns are filed electronically for your convenience.

I specialize in setting up, tidying, and maintaining your financial records. I can establish your small business in the cloud, guide you through its usage, and offer continuous support whenever you require assistance.

I utilize QuickBooks Online, a cloud-based accounting software tailored for small businesses. Its automated features synchronize seamlessly with bank and credit card accounts, ensuring the most precise and up-to-date data.

Here's a breakdown of the services I provide:

• QuickBooks Company Set up: Tailored for new QuickBooks users

• QuickBooks Data Review: Tailored for existing QuickBooks users

• Accounts Receivable: Includes tasks such as invoicing, processing sales receipts, posting customer payments, and managing accounts receivable aging

• Accounts Payable: Includes invoicing, managing vendor payments, tracking 1099 forms, and overseeing accounts payable aging

• Reconciliation of Bank and Credit Card Statements

• Monthly Preparation of Financial Statements

• Year-End Reporting: Providing Financial Statements, Balance Sheets, and General Ledgers

• Completion of 1099 Forms