What's included

• Tax Preparation and Filing for prior years

  With all the data we receive from you, we will accurately prepare tax returns for up to the past three years. We will carefully review your tax returns to find any deductions, credits, or exemptions that can help reduce your tax obligations. We will calculate your tax liability, including any charges or fines. If necessary, we will submit Form 433 (Collection Information Statement). We will then send your completed tax returns to the IRS and relevant state tax authorities.

• Organizing Your Finances

  1. We will help set up your QuickBooks Online (QBO) account for your business or for you personally (this is the situation for most sole proprietors). 2. Your financial data will be entered into QBO by each year or by imported template that we will use your pdf statements to create. 3. Transactions will be cleaned up based on the data you provide. Accounts will also be reconciled to keep things accurate and hopefully put on automation, if your situation allows for it. 4. Any discrepancies or errors found in your data will be sorted out as promptly as possible. 5. Profit and loss statements, balance sheets, and other necessary reports will be generated after all this work is completed for your full review.