Appointment Booking

Do you need a Tax Preparer or a Bookkeeper? Here's the scoop:

As a bookkeeper, my main gig is all about tracking/organizing financial transactions for businesses. I'm the one who organizes and records all the nitty-gritty details like invoices, receipts, and expenses, making sure everything is in order and that you are getting the most out of your deductions to minimize your tax liability.

Now, a tax preparer, on the other hand, takes all that well-organized financial data and uses it to prepare and file tax returns. They're the pros when it comes to navigating the complex tax codes and making sure everything is squared away with the IRS or other tax authorities. (See resources page for my trusted Licensed Tax Preparer references)

So basically, I'm all about financial management and record-keeping, while tax preparers swoop in during tax season to work their magic and ensure everything is in line for tax filing. It's like a tag-team effort to keep your finances running smoothly!

Lets setup a FREE 15 minute discovery call to see what we can accomplish together.