Tax preparation for individuals and small businesses
When your books are right all year, tax season stops being something you dread.
Tax preparation is, in a real sense, the natural conclusion of good bookkeeping. If the numbers are right, the return is straightforward. If they're not, the return is a guess dressed up in a form. That's why I don't just hand your CPA a pile of statements and wish them luck — I build a complete, organized tax package so they can walk in, understand your year at a glance, and get to work.
What that looks like in practice: I reconcile and close out your books, organize all the relevant documentation, and prepare a clean summary package tailored to what your CPA needs. Then I stay in the loop. When your CPA has questions — about a transaction, a category, a timing decision — I'm the one they call. That back-and-forth between bookkeeper and CPA is where a lot of returns either come together or fall apart, and having someone who knows your books inside out makes that process faster and more accurate for everyone.
If you don't already have a CPA, I have trusted partners I'm happy to connect you with. The goal is always that your taxes are done right — and that the people doing them have everything they need to do it well.
What tax preparation includes
01
Personal income tax returns (Form 1040 and applicable schedules)
02
Schedule C preparation for sole proprietors and self-employed clients
03
Single-member LLC tax preparation
04
S-corporation tax preparation (Form 1120-S) for small businesses
05
Partnership returns (Form 1065) for small partnerships
06
Quarterly estimated tax calculations and reminders
07
Year-end tax planning conversations for ongoing bookkeeping clients
08
IRS and state correspondence support if a notice arrives
If I already do your bookkeeping
Tax season feels different when I'm already doing your books. There's no scramble to gather documents. There's no chasing missing receipts. The financial statements are already prepared, the categorizations are already correct, and we're already in the rhythm of talking regularly. Most clients who use me for both services tell me tax season has gone from a multi-week ordeal to a couple of conversations and a signature.
If we're just meeting for tax preparation
That's perfectly fine. Plenty of clients come to me for taxes first and decide afterward whether they want me handling the books year-round. I'll work with whatever records you have, ask the questions I need to ask, and prepare your return with the same care I bring to my long-term clients.
