What You Can Expect
More Services
Additional support designed to keep your finances accurate, organized, and tax-ready.
The Year-End Tax Package is our end of year closeout service designed to make tax filing smooth and stress free. We reconcile accounts, tidy up classifications, and deliver a complete package including your Profit and Loss, Balance Sheet, and key supporting documents so your tax preparer can confidently prepare your return without delays.


Our Individual Tax Prep and E-File service is built for W-2 taxpayers and freelancers. We organize your information, prepare your federal return and e-file it, and deliver a complete copy of your filing so you can submit with confidence and move on with your year.


Our 1099 Reporting Support makes contractor reporting simple. We review your contractor and vendor payments, summarize 1099 eligible totals, and prepare a clean 1099 report with a clear recipient list and missing W-9 checklist so filing is faster and easier for you or your tax pro.


Additional support designed to keep your finances accurate, organized, and tax-ready.