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 1065Sales Tax Returns
Payroll Tax Returns
W-2 and 1099 Filings
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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.
QuickBooks Online subscriptions are available with a lifetime discount if utilizing a Pro-Advisor, like myself, for your means of payment to intuit.