We will help you through your Income Tax Preparation & Bookkeeping Recording!
Taxes AND Life
Who has to turn in a tax return? When it comes to Income Tax Preparation every minimum Income Earning Individual and Business, needs to do a Tax Return each year. We will take the process off your hands, while working to reduce your tax liabilities. We will work to put money back into your pocket.
We are a Virtual Office who offers Individual and Business Tax Preparation. We will communicate online by email, over the phone, virtually face-to-face, or any combination that works best! Multiple states with earned income are welcomed.
If we are a Virtual Office then how do we receive your documents? Easy! Through our secure CRM (Customer Relationship Management) or our internet "portal" by another name. How does it work? We supply you with our business CRM or portal link where you create your unique and secure pass codes. Then you will follow the given direction to upload your documents to your account. This is where we receive your information to start brain working on your income taxes for E-Filing. Any special circumstances we can discuss by email, over the phone, virtual face-to-face, or any combo.
The IRS and Record Keeping
Who has to do bookkeeping? If you are a Business Owner the IRS requires you to keep records. Keeping records can take away from your daily business activities. We can assist you in your monthly record keeping so you can concentrate on running your business, while providing your business Balance Sheet and Profit & Loss Report.
We will keep track of your bookkeeping credit/debit card purchases as well as those necessary cash transactions. You can go along running and building your business with your freed up time. We got you!
Getting your time back to do the things you love is an awesome feeling! Give us your time and we can give you back your creative time. You didn't start your business to record keep as a bookkeeper a chunk of your precious creative time away. Did you? We'll keep your records up-to-date for you!
What is needed from you to get started? Your name, e-mail address, and a message of what area you are interested in from us to make your life a bit easier. We will take it from there. We look forward from hearing from you and helping you reach your financial goals!
Where's My Refund? - Federal Refund tracking
Federal Amended Return tracking
Contact Us by phone
Main Office
Phone: (626) 640-0755
Please note: By phoning us you are also "opting-in" to a possible Instance Response text, as well as a regular phone call. If you do not want to receive a text message to your device, please send us an e-mail above. Land-lines are NOT affected by text-messages.