Bookkeeping & Tax Document Organization

Service Description

Light bookkeeping for small LLCs and self-employed clients, so your records are ready when it's time to file. What's included • Recording and categorizing income and expenses • Monthly or year-end summaries for tax preparation • A personalized tax document checklist • Organizing receipts, 1099s and bank statements before tax season How it works 1. Call 571-245-2001 to schedule a consultation about your records and goals. 2. We agree on the scope and give you a quote. 3. We explain how to share your records securely. Good to know • This service does not include audited or reviewed financial statements. • Please don't send bank statements or tax documents by regular email.