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SERVICES

FINANCIAL HEALTH SERVICES

Individual Services

  • Bank Account Reconciliation

  • Account Analysis & Reporting

  • Financial Snapshot & Net Worth

  • Budget Tracking

INCOME TAX PREPARATION

Individual Services

  • Form 1040 (Original Returns)

  • Form 1040X (Amended Returns)

  • Business Income

  • Retirement Income

  • Capital Gain/Loss from Sales

  • Schedule K-1

  • Multiple States

  • Prior Year Returns

ACCOUNT MANAGEMENT

Business Services

  • Entity Registration

  • Manage Receivables & Billing

  • Manage Payables & Bill Payments

BOOKKEEPING & ACCOUNTING

Business Services

  • Bank Account Reconciliation

  • Financial Reporting

  • Payroll Processing

  • Sales & Use Tax Calculating

TAX RETURN PREPARATION

Business Services

  • Income Tax Preparation 
    -Form 1120
    -Form 1120-S
    -Form 1065

  • Sales Tax Returns

  • Payroll Tax Returns

  • W-2 and 1099 Filings

QUICKBOOKS ONLINE

Subscriptions

  • Self-Employed

  • Essentials

  • Plus

  • Advanced

QUICKBOOKS TIME/TSHEETS

Subscriptions

  • Small Business

  • Elite

POLITICAL 
ACCOUNTING

Political Campaign

  • Illinois

  • Federal

Services & Pricing
Billing for my services can be arranged on an hourly, per-project, or retainer basis. 
Meetings and services are available in-person or 100% virtually upon request.

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QuickBooks Online subscriptions are available with a lifetime discount if utilizing a Pro-Advisor, like myself, for your means of payment to intuit.

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