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What I Do

Services for Individuals and Businesses

Taxes, bookkeeping, payroll, and business registration — available across the United States. Below is a detailed look at each service.

Individual Taxes

Preparation and filing of federal and state tax returns for W-2 employees and freelancers — accounting for all eligible deductions and credits.

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What’s included
  • Gathering and reviewing W-2, 1099-NEC, and 1099-MISC forms
  • Calculating deductions and tax credits (Child Tax Credit, Education Credits, and others)
  • Preparing and e-filing Form 1040
  • Post-filing consultation and recommendations for next year
Who it’s for

W-2 employees, freelancers and contractors (1099), and anyone filing a US tax return for the first time.

Taxes for Small and Mid-Sized Businesses

Preparing tax returns for LLCs, S-corps, C-corps, and partnerships, tailored to your business structure and tax-saving opportunities.

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What’s included
  • Preparing Form 1120, 1120-S, or 1065, depending on your structure
  • Calculating quarterly estimated tax payments
  • Tracking business expenses and depreciation
  • Recommendations for reducing your tax burden
Who it’s for

Owners of small and mid-sized businesses of any legal structure.

International Taxes

Handling reporting requirements when you have income, accounts, or assets outside the US.

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What’s included
  • FBAR (FinCEN Form 114) — report of foreign bank accounts
  • FATCA (Form 8938) — reporting of foreign financial assets
  • Form 1116 — Foreign Tax Credit
  • Guidance on avoiding double taxation
Who it’s for

Immigrants and expats with accounts or income abroad, and owners of foreign real estate.

New Business Registration

Forming an LLC or corporation in any state — from choosing a structure to a fully registered business.

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What’s included
  • Registering the business in the state of your choice
  • Obtaining an EIN (Employer Identification Number)
  • Guidance on choosing a structure — LLC, S-corp, or C-corp
  • Operating Agreement — available on request
Who it’s for

Anyone starting a business in the US who wants to get it right the first time.

Sales Tax Registration & Filing

Registering for sales tax in the states where you need it and handling periodic filings.

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What’s included
  • Registering a Sales Tax Permit in your state(s) of operation
  • Calculating and filing periodic returns on time
  • Guidance on nexus rules — which states require registration
Who it’s for

Businesses selling goods or taxable services in one or more states.

Bookkeeping

Ongoing bookkeeping for your business — kept up to date year-round, not just at filing season.

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What’s included
  • Categorizing transactions in QuickBooks Online
  • Reconciling bank and credit card statements
  • Monthly financial reports (P&L, Balance Sheet)
  • Preparing data for tax filing
Who it’s for

Small and mid-sized businesses that need ongoing, not one-time, bookkeeping.

Payroll Setup & Processing

Setting up and running payroll, accounting for all payroll taxes.

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What’s included
  • Setting up your payroll system (QuickBooks Online Payroll)
  • Calculating wages, withholdings, and taxes
  • Filing Forms 941, 940, and year-end W-2/W-3
  • Registering with state unemployment agencies
Who it’s for

Employers with one or more employees.

Consultations

A review of your situation and recommendations for next steps — if you're not sure which service you need.

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What’s included
  • Reviewing your current tax or bookkeeping situation
  • Recommendations for next steps
  • Answers to questions about your specific case
Who it’s for

Anyone unsure what they need, or facing an unusual situation.

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