“Donovan has filed our taxes the past 2 years and has always done a great job. He has strong attention to detail and is extremely personable. I would recommend him to anybody seeking assistance in finances”
Tax Preparation & Filing
Year-end organization and tax return preparation for small businesses and their owners, built on books that already reconcile.
Tax season is far easier when the books are clean all year. We prepare and file returns for small businesses and their owners, and for clients who use a CPA, we deliver a complete, organized year-end package so their preparer can work quickly and accurately.
Through the year we track what matters at tax time: estimated payments, contractor payments for 1099s, fixed assets and depreciation, and deductible expenses that are easy to miss. At year end there is no scramble, because the work was done monthly.
If you are behind on filings, we catch up the books first, then prepare the missing years so you can get current.
What is included
- Business and individual income tax return preparation and filing
- Year-end organization for your CPA if you already have one
- Quarterly estimated tax tracking
- 1099 and W-2 preparation
- Fixed asset and depreciation schedules
- Prior-year and late return catch-up
Available nationwide
Tax Preparation & Filing is handled remotely through secure, read-only connections to your bank feeds and accounting software, so it works the same whether you are in Cherry Hill or California. Clients in South Jersey and Philadelphia can also meet in person.
Tax Preparation & Filing questions
Do you file the return or just prepare it?
Either. We prepare and file directly, or we organize everything for a CPA of your choosing. Donovan has worked alongside CPAs and EAs for years.
What if I have not filed for a few years?
We rebuild the books for each missing year and prepare the returns in order. Getting current is almost always less painful than people expect.
Can you help me pay less tax?
We make sure every legitimate deduction is captured and the books support it. Planning conversations happen during the year, not in April when it is too late.
How it starts
- Quick discovery call
Fifteen minutes on what your business does, what software you use, and where the books stand today.
- Secure connection
We connect to your bank feeds and accounting software with read-only access. No paper shuffling.
- Catch-up if needed
If the books are behind, we bring them current and reconciled before anything else.
- Monthly rhythm
Each month you get reconciled books, clear reports, and a short note on what changed.
“Don does great taxes he working very well and is affordable to get my maximum tax return I appreciate you Don thank you.”
Related
Often paired with tax preparation
Monthly Bookkeeping
Every transaction recorded as it happens, accounts reconciled monthly, and books that are always ready for tax time.
Learn more →Catch-Up & Cleanup Bookkeeping
Months or years behind? We rebuild your books from the bank statements up and get you current, accurate and tax-ready.
Learn more →QuickBooks Setup & Cleanup
New QuickBooks file set up correctly from day one, or an existing file cleaned up so the numbers can be trusted again.
Learn more →Ready to hand off tax preparation?
A fifteen-minute call tells you what it would take. Free, no obligation.
