Year-End Accounting & Tax Prep Consult

Service Description

This 30-minute consultation is designed to help you review year-end accounting tasks, assess tax readiness, and identify any gaps before filing. During our call, we will discuss your bookkeeping status, outstanding reconciliations, business structure, income and expense organization, and any tax considerations specific to your situation. At the end of the consultation, I will provide a recommended scope of work and a custom quote for services, if needed. This session is ideal for small business owners, LLCs, S-Corps, and independent contractors who want expert guidance to ensure their books and tax filings are accurate, compliant, and aligned with financial goals. Includes: • 30 min review & advisory call • Quick diagnostic of bookkeeping & tax status • Year-end tasks & next steps • Custom quote for services requested