Tax Preparation 

Trust BFSG for accurate, secure, and compliant tax filing.

Individual Tax Preparation

• W-2, 1099, self-employed, gig income

• Credits & deductions maximized

• Year-round support

• IRS transcript review

Business Tax Filing

• Sole proprietors, LLCs, partnerships

• Quarterly estimated taxes

• Year-end reporting and cleanups

Other Tax Filing

• Tax Amendments

• Prior-year returns

• IRS letters & notices

BOOKKEEPING SERVICES

Clean, organized financial records with monthly or quarterly bookkeeping, reconciliations, and clear reports that keep your business on track.

Monthly & Quarterly Bookkeeping

• Categorizing transactions

• Reconciling bank accounts

• Profit & loss statements

• Balance sheet reporting

Bookkeeping Cleanups

Perfect for clients who fell behind and need to get organized.

Add-On Services

• Payroll setup

• Expense tracking

• Financial statement preparation

BUSINESS FORMATION & SETUP SERVICES

Support for new and growing entrepreneurs — business setup, structure guidance, compliance assistance, pricing, systems, and strategy.

• EIN Registration
  
  

• Business Formation Support
  
  

• Notary Services

BUSINESS STRATEGY SESSION

This session is for new or growing business owners who want to make sure their accounting and tax setup is structured correctly from the beginning.

During this 45-minute session, we’ll review your current setup, discuss how you receive income, how you track expenses, what systems you need, and what steps you should take next to stay organized and tax-ready.

This session includes:

✔ Review of your current business setup
✔ Basic bookkeeping and tax guidance
✔ Recommendations for tracking income and expenses
✔ Customized tracking system or software recommendation
✔ Clear next steps based on your business

Payment is required at booking to confirm your appointment.