Bookkeeping - Standard

This service is designed for individuals who want help organizing their personal finances and identifying potential tax deductions but do not operate a business or file Schedule C. This product INCLUDES your Tax preparation and e-Filling.

Services Included

Expense Tracking

• Monitor and record monthly expenses

• Organize transactions from bank and credit card accounts

Transaction Categorization

• Categorize financial transactions into appropriate expense categories

• Maintain organized records of spending activity

Deductible Expense Identification

• Identify expenses that may qualify as tax deductions

• Maintain documentation to support deductions during tax filing

Monthly Financial Organization

• Review financial activity each month

• Maintain accurate and organized financial records

Tax Preparation Readiness

• Maintain organized records that simplify the annual tax filing process

• Provide categorized expense summaries when preparing taxes

Ideal Clients

• Individuals with multiple accounts

• Clients who want better financial organization

• Individuals who want assistance identifying potential tax deductions

• Audit Support Included

• ANNUAL TAX FILING INCLUDED WITH THIS MONTHLY SERVICE