Personal Taxes

Personal tax filing refers to the process by which individuals report their annual income, deductions, and other relevant financial information to tax authorities. The goal of personal tax filing is to calculate the tax liability owed to the government or, in some cases, to determine if the individual is eligible for a tax refund.

Business Taxes

Sole Proprietorship: Schedule C or C-EZ along with the individual's Form 1040.

Partnership: Form 1065.

Limited Liability Company (LLC): Depending on how the LLC is taxed, it may use the forms for sole proprietorship, partnership, or corporation.

Bookkeeping

Recording Transactions:

Document all financial transactions, including sales, purchases, expenses, and payments. activities.

Bank Reconciliation:

Reconcile bank statements with the financial records to ensure that all transactions are accurately accounted for. 

Accounts Payable / Accounts Receivable 

Manage accounts payable, tracking money owed to suppliers and vendors, and accounts receivable, tracking money owed by customers or clients. 

Payroll Processing:

Calculate employee salaries, deductions, and taxes. 

Investments

Personalized investment advice to clients based on their financial goals, risk tolerance, and investment horizon.

Portfolio management services:

Actively manage and optimize your investment portfolios to achieve financial objectives.