Tax Preparation / Bookkeeping

When it’s time to tackle your taxes, choosing the right place to get them done is crucial. We’re glad you found us! Since our establishment in 2020, we have continually enhanced our efficiency, expertise, and knowledge. Here are some factors to keep in mind:

We NEVER cut corners for a quick profit. In fact, we take the opposite approach, striving to understand your entire financial picture through detailed discussions and intake forms. This allows us to MAXIMIZE your refund or MINIMIZE your tax liability. Additionally, our IRS Enrolled Agent and Certified Acceptance Agent reviews every tax return before final submission, providing you with the peace of mind you deserve at a great value.

FAQ: “Do I have to file my taxes?” If you made less than the standard deduction for your filing status, you likely don’t owe that year. Here’s the 2025 standard deduction amounts provided by the IRS:

Note: Even if you don’t owe, you might want to still file your taxes if you suspect identity theft. 

Note: IRS allows 3 years to claim a refund. 

FAQ: “If I suspect a previous year was done wrong can I redo it?” Yes it’s called a 1040X tax return & you have 3 years from the date it was submitted or 2 years from the date you paid the tax to amend it. 

Whatever the questions, feel free to ask. Contacts Below!  We’re here for you.

Bookkeeping

If you have a growing business that you’ll be putting down many expenses for, you may want to consider having clean books for legitimacy sake & in the case of an IRS Audit.

This typically includes a Profit & Loss, a Balance Sheet, & Cash Flow Statement. This is a separate service & is usually necessary for higher income Schedule C, Partnership, Corporation, or the S-Corp tax election.