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Our Services
01.Monthly Bookkeeping
Keep your financial records accurate and current with organized monthly bookkeeping for your business. Services may include transaction categorization, bank and credit card reconciliation, financial reporting, and records prepared for tax filing. Clients receive clearer insight into cash flow and business performance while reducing administrative workload. Submit an inquiry to discuss your books, business structure, and monthly transaction volume.
02.Personal Tax Preparation
Prepare and file your federal and applicable state personal tax returns with careful review of income, deductions, credits, and supporting documents. The service is designed for employees, self-employed individuals, families, and clients with multiple income sources. Accurate preparation helps identify eligible tax benefits and reduce filing errors. Submit your tax details through the inquiry form to receive next-step information and pricing.
03.Business Tax Preparation
Complete federal and state business tax returns for eligible business structures, including sole proprietorships, partnerships, LLCs, and corporations. The service includes reviewing business income and expenses, organizing tax documents, and applying relevant deductions and credits. Proper preparation helps businesses meet filing requirements and maintain well-documented financial records. Send an inquiry with your entity type and tax year to begin the intake process.
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CFO Services
Cashflow Budgeting Financial Management and Reporting for your business.