Tax Filing Services
a Sneak preview of what you'll experience as a new client:
our tax services include:
add-on services we offer:
All of our clients have access to our add-on meetings and services to support your unique financial and business goals.
1-Hour Business Structure Consulting Meeting ($75)
Considering becoming an LLC or an INC? Confused between S Corps and C Corps? Meet with Rosemary to discuss the different types of business structures and receive guidance based on your unique situation.
1-Hour Prior Tax Year Review Meeting ($75)
Meet with Rosemary to analyze any 2 prior year tax returns. She will explain what occurred on your return, your income, deductions, credits and any red flags that may be brought up in future audits.
40-Minute Financial Coaching Meeting ($40)
As a Dave Ramsey Financial Coach, Brent helps freelancers navigate the following topics: budgeting, debt management, retirement, and estate planning. Each meeting is customized to meet your unique needs & questions.
40-Minute QuickBooks Support Meeting ($40)
As a QuickBooks ProAdvisor, Brent guides clients on best practices for setting up, using and leveraging all that QuickBooks has to offer. Each meeting is customized to meet your unique needs & questions.
Monthly QuickBooks Bookkeeping Services (prices vary)
One implementation meeting (and ongoing unlimited free support sessions)
Tracking income & expenses (includes running payroll)
Monthly/year end reconciliation
Quarterly Estimated Tax calculations (federal and state).
who are our clients
Although we specialize in interpreters, we also serve individuals, married couples and small businesses (LLCs, S Corps, C Corps & Partnerships) with various income sources. All services are available in either ASL or spoken English.
Services are provided 100% remotely and available nationwide.