** IMPORTANT: WE DO NOT PREPARE TAXES FOR THE FOLLOWING STATES: CALIFORNIA, OREGON, NEVADA.
** PLEASE NOTE: PRICES FOR INDIVIDUAL TAX PREPARATION LISTED IN THUMBTACK INCLUDE REVIEW, BASIC FEDERAL 1040 AND STATE FILING; ADDITIONAL FORMS AND EXTENSIONS OF FILING DEADLINES WILL INCUR ADDITIONAL COSTS.
Taxes and bookkeeping are not on everyone's "love to do" list - but they're at the top of ours!
We've been working with U.S. taxpayer and business owners since 2017 by taking taxes and bookkeeping off their list of chores.
For our tax clients: We provide a thorough review of your past tax records and current documents to make sure we can prepare an accurate filing for your unique family and/or business situation. We also partner with ProtectionPlus for tax audit defense and identity theft restoration (more details provided upon request).
For our bookkeeping clients: We can create accounting files from scratch, update and reconcile accounting files that have been set aside for months, and create workflows with them for document storage and data entry to help keep the bookkeeping current throughout the year. By using secure cloud-based accounting applications, our clients have full access to their accounting data to run reports when they need them.
We work with secure cloud-based technology, so our clients can share documents and reports within minutes (especially useful since 2020!).
We are always thrilled and humbled when our clients tell us how much we help them by taking on this responsibility -- not just for the extra time and lower stress levels by not having to do it themselves, but also for the comfort in knowing their taxes and bookkeeping are in good hands.
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