Strategic Tax Solutions

Tax Readiness & Cleanup

Catch-up bookkeeping, uncategorized transactions, bank/CC reconciliations, and chart-of-accounts cleanup to ensure your tax readiness.

Monthly Close & Financials

Implement a repeatable close checklist for monthly close, including P&L, Balance Sheet, Cash Flow statements, variance notes, and an owner summary.

Document Pack for Filing

Prepare a year-end folder with 1099/W-9 coordination, an archive of receipts, mileage/logs (if provided), and sales tax summaries (if applicable) for comprehensive filing.

Filing Options

We can file both personal and business returns as a PTIN holder, or we can prepare a CPA-ready package and coordinate directly with your CPA for efficient filing.

Quarterly Rhythm

Maintain a quarterly rhythm with quarterly closes, estimated-tax worksheet handoff, and reminders calendar to keep you on track.

Sales Tax Setup & Payroll Setup

Facilitate state/local sales tax setup, payroll setup, and compliance cadence to ensure your business remains in good standing.

Custom & On-Request Work

If you need something not listed here, we’ll scope it for you. Please note, we are a PTIN holder; not a CPA or law firm, and we coordinate with a CPA/attorney when needed.