I offer tax preparation as an add-on for my bookkeeping clients. This is deliberate – to make your taxes easier.

When your bookkeeper and your tax preparer are the same person, a lot of the usual pain disappears. There’s no data handoff in February. No ‘can you send us your P&L and last year’s bank statements.’ No catching up on a year of transactions under pressure. I already know your numbers, so we can just get to work.

I prepare returns for individuals, S-Corps, and straightforward partnerships. I don’t take on highly complex tax situations such as multi-entity structures, multi-state filings, intricate real estate tax strategies, etc. Those need a different level of specialization, and I’ll tell you that upfront rather than take on work I’m not set up to do best.