Services

From simple wage earner tax preparation up through complicated small business schedule C’s, stock and real estate investments, LLC single members, Partnerships, and Corporations. Most fees are estimated based on complexity.

From simple tax returns through the most complex, a plan for the next year’s changes will be discussed and additional services can be provided for an hourly fee.

Many small businesses use this more complex form of tax formation and preparation. It requires consistent year to year planning for both the corporation and the owner individuals to be sure you are receiving the best tax deductions. Gena offers this service in the form of year end reviews and next year planning meetings for an hourly fee.

Many small business owners are finding the LLC the way to go for saving taxes and protecting assets. Assistance with starting up, planning, and maintaining an LLC can be provided for an hourly fee.

Many small businesses use QuickBooks Online or Desktop for their accounting and Gena can assist in reviewing and adjusting your books for the year-end taxes. 

If you are using QuickBooks Online, this can be a very efficient and cost-effective way to ensure your accounting is accurate and audit proof.   

This might also be a good time for planning for next year’s bookkeeping changes using some of the features of QuickBooks Online

There are times when you have let your tax filings get behind. Usually it’s a situation in one year that carries over to the next years. In most cases, Gena can bring your filings up current and take this burden off your shoulders. She can communicate directly with the Franchise Tax Board and IRS as well. Gena’s schedule only allows her to perform these services May through January. Gather your papers and schedule a free 30-minute consultation to assess your personal situation.