ABOUT

Tax Services:
Individual 1040 returns, including but not limited to:

• Investment income (Sch D, Cap Gains)

• Rental Income (Sch E)

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Bookkeeping Services:

• Bookkeeping Cleanup

• Monthly Posting, Reconciling, and Reporting

• Annual Tax Review and Cleanup for Tax Season

• Quickbooks Online

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Whether it’s education, setup, or ongoing support, we offer flexible services that grow as your needs grow. Expert Tax Preparation by Experienced Professional with IRS Enrolled Agent Certification **

** Enrolled Agent certification: The enrolled agent credential is an elite credential issued by the IRS to tax professionals who demonstrate special competence in federal tax planning, individual and business tax return preparation, and representation matters. Enrolled agents have unlimited representation rights; allowing you to represent your clients before the IRS on all tax matters.

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Enrolled agents have unlimited representation rights; allowing the agent to represent clients before the IRS on all tax matters.

• Providing tax prep services with a focus on investment income and retirement tax planning.

• Providing light bookkeeping help, mostly for QuickBooks Online users. (Quickbooks Proadvisor Certification)

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