Service: Preparation and filing of personal federal and state income tax returns for sole proprietors or single-member LLCs.

✨ Deliverables:

• Completed Form 1040 (with Schedule C)
• One state return included
• E-file confirmation and PDF copy for records
• Basic deduction summary

🎯 Value to Client:

• Ensures compliant, accurate filing with all eligible deductions
• Avoids DIY errors or missed credits
• Simplifies year-end tax season with professional support
• Provides peace of mind that your business income is properly reported
• Positions your return for potential IRS review readiness

Service: Tax preparation for S Corporations (Form 1120S) or Partnerships (Form 1065), including shareholder or partner K-1s.

✨ Deliverables:

• Completed business tax return (1120S or 1065)
• K-1 forms for all shareholders or partners
• E-file confirmation and return copy
• Summary of tax-saving opportunities identified during prep

🎯 Value to Client:

• Compliant and optimized business return, avoiding IRS penalties
• Supports correct flow-through income reporting on personal returns
• Flags red flags in entity compensation or partner distributions
• Clarifies how business earnings affect your personal tax liability
• Saves time and reduces confusion in multi-owner structures

Service: One-on-one virtual session to answer tax-related questions and offer tailored guidance.

✨ Deliverables:

• 60-minute Zoom or phone session
• Written summary of key takeaways and action items
• Resource links or templates (as needed)
• Recording available upon request

🎯 Value to Client:

• Immediate answers to urgent or confusing tax questions
• Tailored advice without committing to a long-term package
• Useful for business changes, income planning, or IRS notices
• Clarifies key decisions like deductions, retirement, or tax timing
• Builds confidence and clarity in your financial decisions

Reliable Bookkeeping Services for Small Businesses

Stay audit-ready and organized with monthly and quarterly cloud-based bookkeeping.

Your outsourced bookkeeping needs tailored to your business.

We do bookkeeping for small businesses best!

—————–

Service: Ongoing tracking, categorization, and reconciliation of business transactions.

✨ Deliverables:

• Categorized monthly profit & loss reports
• Reconciled bank and
• credit card accounts
• Chart of accounts setup or cleanup
• Quarterly check-ins to review data

🎯 Value to Client:

• Keeps your books accurate and ready for tax season
• Frees up your time to focus on clients, not spreadsheets
• Helps identify business trends and unnecessary spending
• Supports stronger deduction tracking
• Ensures compliance and audit-readiness year-round

✅ Core Inclusions (Monthly)

1. Transaction Categorization

2. Account Reconciliation

3. Profit & Loss Statement

4. Chart of Accounts Setup & Maintenance

5. Quarterly Check-In

6. Year-End Reports for Tax Filing

💡 Key Tools Supported:

• QuickBooks Online
• Wave
• Xero

💼 Bookkeeping Service – Monthly Pricing

🔧 Optional Add-Ons:

🎯 Value to Client:

• Built to scale with your business as it grows in complexity
• Supports proactive tax strategy, not just historical reporting
• Integrated with cloud tech for efficiency and accuracy
• Keeps books audit- and tax-ready year-round

Service: Build a forward-looking cash flow model based on expected income, recurring expenses, and tax obligations.

✨ Deliverables:

• Custom cash flow forecast spreadsheet
• Categorized projections: income, fixed & variable expenses, tax outflows
• Simple dashboard or visual summary
• Scenario planning (e.g., busy season vs. slow months)

🎯 Value to Client:

• Predicts when cash will be tight — or abundant
• Helps plan for tax payments, large purchases, or savings goals
• Avoids “feast or famine” stress common in consulting work
• Gives you control over how and when you reinvest in your business
• Supports smarter pricing, scheduling, and financial discipline

(Billed in 15-minute increments after the first hour)

🎯 Purpose:

To interpret, assess, and resolve tax-related notices or letters received from the IRS or state tax departments — so the client avoids penalties, interest, or escalated enforcement.

✅ Step-by-Step Breakdown:

1. Initial Review & Assessment (1st Hour Minimum)

2. Client Consultation (Optional – if clarification is needed)

3. Response Drafting & Submission

4. Follow-Up Monitoring (Optional Add-On)

💡 Types of Notices Commonly Handled:

🚫 What This Service Does Not Include:

• Full audit representation before IRS or state agents (but audit prep & support is included in premium packages)
• Legal tax court appeals (requires tax attorney)

🧠 Value to the Client:

• Fast, accurate resolution of tax problems
• Reduces stress and legal risk
• Protects against penalties, interest, and enforcement actions

(Billed in 15-minute increments after the first hour)

🎯 Purpose:

To help the client prepare and organize all necessary documentation and responses for an IRS (or state) audit — ensuring they are audit-ready, accurate, and complete before dealing with the tax authority.

✅ What’s Included:

1. Audit Notice Review – Deliverable: Audit Readiness Checklist summarizing what the IRS wants and when.
2. Document Collection & Organization – Deliverable: IRS-ready file set (digital or printable)

3. Reconciliation & Analysis – Deliverable: Summary memo identifying areas of concern with explanations the client can use when responding to the IRS.

4. Response Support – Note: This service does not include direct communication or representation before the IRS.

🧠 Ideal For:

• Self-employed professionals (e.g., content creators) selected for random or triggered audits
• Clients with missing or partial documentation
• Those who want help “getting their house in order” before replying to the IRS

🚫 What This Service Does Not Include:

• IRS representation (i.e., no contact with auditors on behalf of the client)
• Legal tax appeals or defense (requires enrolled agent or tax attorney)

✨ Deliverables:

• IRS Audit Prep Checklist
• Document folders/files prepared per IRS guidelines
• Reconciliation summary of risks, gaps, and explanations
• Optional: Draft written response for client to submit

🎯 Value to Client (IRS Audit Prep):

• Ensures you’re fully prepared with organized, audit-ready documentation
• Reduces stress by translating IRS requests into clear, actionable steps
• Helps you respond confidently without over-disclosing or under-preparing
• Flags risky deductions or gaps before submitting materials to the IRS
• Protects your time and credibility by making the audit process smoother and more EFFICIENT professional

Service Description:

Clients using your bookkeeping service can upgrade to receive higher-level financial tracking, reporting, and business decision support — going beyond simple categorization.

✨ Deliverables:

• Monthly Financial Statement Package
  Includes P&L, Balance Sheet, and Cash Flow Statement with comparisons and basic insights.
• Categorization & Class Tracking (Advanced)
  Break down income/expenses by service line, project, or location if applicable.
• Accounts Receivable/Payable Tracking
  Maintain lists of outstanding invoices or bills (reporting only – not collections or payments).
• Budget vs. Actual Tracking
  Compare actual spending/income against client-set goals or budgets.
• Light Financial Analysis & Notes
  Monthly summary with observations, red flags, or action prompts.

🎯 Value to Client:

• Transforms basic bookkeeping into decision-ready financial data
• Gives visibility into what’s working and where money leaks may exist
• Supports growth-stage consultants who need more than tax prep
• Builds audit- and investor-ready financial reports
• Saves time by eliminating the need to assemble or interpret data on their own

💵 Pricing Structure (Add-On to Bookkeeping):

Custom quotes available for businesses needing inventory tracking, payroll, or multi-entity reporting.