To help you get started with us as your PERSONAL ACCOUNTANT. We suggest our bookkeeping service, there we can set up accounts (which operate like folders on your computer) that you place your information in. By creating accounts that resemble the same categories used for tax purposes, you simplify tax return preparation. We review your work periodically (e.g., quarterly) to make sure you’re recording your income and expenses properly and reconciling your bank statement correctly. Then at tax time, we can lower your tax liability and your get your money back faster.
The best way to get started is to schedule a consultation. You will need to bring all income sources, bank accounts and your liabilities. From there we will develop a plan and give you some peace of mind.