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 Accounting  System Setup for Small Businesses

Get your business off to the right start with our comprehensive accounting system setup services. Whether you’re using QuickBooks, Xero, or FreshBooks, we’ll ensure your financial records are organized and ready to go. With accurate, well-maintained books from the start, you’ll have the tools you need for smoother operations, easy tax preparation, and better financial management.

Includes: Account Profile, Custom Chart of Accounts, Product + Service List, Vendor + Customer List, Tax Profile, Invoice + Receipt

Also available: Nonprofit Accounting System Setup

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