Welcome

Record and categorize transactions, reconcile bank and credit card accounts.

Complete Bookkeeping includes everything in Simple Bookkeeping, plus a consistent month-end close and monthly financial reports to help you understand how your business is performing. 

Get everything included in Standard Bookkeeping, with added accounts receivable and accounts payable tracking. We’ll help you monitor customer invoices and incoming payments, track vendor bills and outgoing payments, and keep a clearer view of what’s owed to you and what your business owes.  

Get your books set up in QuickBooks Online with a foundation tailored to your business. We’ll configure your company settings, create or refine your chart of accounts, connect your bank and credit card accounts, and set up basic income and expense categories. We’ll also review opening balances and help you understand the day-to-day workflow so you can start managing your books with confidence.

QuickBooks Online subscription fees are separate.

 We prepare your individual federal and applicable state income tax returns using the information and documents you provide. The service includes reviewing your tax documents, organizing income and deduction information, preparing your returns, and explaining any questions or items that need follow-up.

 Additional state returns, amended returns, and complex tax situations may require separate services and fees 

We prepare the business portion of your individual federal income tax return for a sole proprietorship or a single-member LLC that is treated as a disregarded entity for federal tax purposes. Services include reviewing your income and expense records, preparing Schedule C and applicable supporting forms, and incorporating the business results into your individual return. 

We prepare federal partnership tax returns for partnerships and multi-member LLCs classified as partnerships for federal tax purposes. Services include reviewing the business’s financial and tax information, preparing Form 1065 and a Schedule K-1 for each partner or member, and helping organize the information partners need to report their shares on their individual returns. 

We prepare the federal S corporation income tax return, Form 1120-S, along with the applicable state S corporation income tax returns. Services include reviewing business records, preparing the returns and applicable supporting schedules, and preparing a Schedule K1 for each shareholder to report their share of the corporation’s tax items. 

 We’ll review your financial picture, discuss anticipated income and business changes, and help you understand how those factors may affect your tax obligations. Depending on your situation, planning may include reviewing estimated tax payments, evaluating deductible expenses, considering the timing of income or purchases, and identifying questions to discuss with your tax professional.