ADD-ON SERVICES

  • First IRS Notice Correspondence Response - We will read and respond to the first IRS noticed you receive. 

  • Income Tax Preparation - We will prepare and file your Federal and State business and personal tax returns. 

  • IRS Account Monitoring - Electronic monitoring of your IRS account. 

  • Monthly Bookkeeping - Categorize, add payee, and reconcile monthly accounts. 

  • Prior Year Tax Return Review - Identify mistakes and missed opportunities.

  • Quarterly Estimated Tax Payments - We will calculate your quarterly estimated tax payments and create payment vouchers for you.

  • Secure Client Portal - Access your secure client portal 24/7 from the comfort of your home using a computer or smart phone. 

  • Tax Deadline Reminders - You won't forget another tax due date. We will send you email reminders. 

  • Tax Extensions - We will prepare and file a tax extension for your personal and business taxes if needed. 

  • Year-End Coaching Session - We help you prepare for tax season in a 20 min coaching session. 

  • Year-End Tax Ready Financial Statements - We close the books and get your financial statements ready for tax season. 

LIVE AND ONLINE COURSES

Check out the Live and Online Courses here