Bookkeeping & Tax Services for U.S. Businesses
Accurate bookkeeping, clear financials, and professional tax preparation — all handled for you.
Monthly Reconciliations
Keep your accounts balanced and accurate every month.
Reliable Communication
Stay informed with consistent updates and dedicated support.
Detailed Financial Reports
Receive clear, concise financial statements for informed decision-making.
Who This Is For
For established U.S. businesses needing ongoing professional bookkeeping and tax services.
Service Businesses & Consultants
Perfect for coaches, agencies, consultants, and other service-based businesses that need organized monthly bookkeeping and reliable financial reporting.
Medical & Wellness Practices
Ideal for doctors, therapists, and wellness practices that need accurate bookkeeping to stay compliant and financially clear.
Real Estate & Property Managers
Designed for real estate professionals and property managers who need clean books, expense tracking, and reliable monthly reports.
What You Get
Comprehensive bookkeeping and tax services for complete financial peace of mind.
Monthly Bookkeeping
Includes monthly bank and credit card reconciliations, income and expense categorization, and a streamlined month-end close process.
Reports & Clarity
Receive easy-to-understand monthly profit & loss statements and balance sheets so you always know where your business stands.
Tax-Ready Books & Tax Preparation
Stay organized all year with clean, tax-ready financials, plus professional tax preparation to make filing season simple and stress-free.
How Our Bookkeeping + Tax Services Works
Discover how our bookkeeping and tax services keeps your financials organized all year.
1
Secure Account Connection
Effortlessly and securely connect your financial accounts so we can automate and streamline your bookkeeping.
2
Monthly Bookkeeping & Tax-Ready Records
We manage your monthly bookkeeping, ensure accuracy, and keep your records organized and tax-ready.
3
Get Organized for Tax Time
Your clean, up-to-date books make tax filing simple and stress-free.
FAQs on Bookkeeping and Tax Services
Find answers to the most frequently asked questions about our services and how we can assist your business.
What bookkeeping platform do you use?
We primarily use QuickBooks Online and Xero, two leading cloud-based accounting platforms. These systems allow us to maintain accurate, up-to-date financial records while giving you secure access to your business information anytime.
Can you help with past bookkeeping issues?
Yes, we offer catch-up bookkeeping services to get your books up to date before transitioning to monthly maintenance.
Is your service available virtually?
Absolutely — we provide our services virtually to businesses across the U.S.
Do you only provide bookkeeping, or do you also help with taxes?
We are a full-service firm. In addition to monthly bookkeeping, we provide professional tax preparation and IRS tax resolution services. All tax and representation work is handled by a licensed Enrolled Agent, allowing us to support you with both ongoing compliance and federal-level problem resolution, while ensuring your filings remain accurate and aligned.
What is tax resolution/relief and do you provide it?
Yes — we help business owners resolve IRS issues, negotiate penalties, and handle audits through licensed Enrolled Agent representation.
How do you ensure data security?
We use advanced encryption and secure systems to protect your financial information at all times.
What types of businesses do you serve?
We cater to a variety of businesses including service providers, medical practices, real estate investors, and ecommerce sellers.
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