Services
1
Individual Tax Returns (1040)
Whether you're a W-2 employee, retiree, or military personnel, I will ensure your tax filing process is smooth and stress-free. I understand the unique needs of each group and are committed maximizing your deductions while ensuring compliance with all tax regulations. Let me handle tax preparation so you can focus on what matters most to you.
2
Self-Employed/Freelancers (Schedule C)
I offer custom bookkeeping services, tax planning, and Schedule C filings to ensure you maximize your deductions and minimize your tax liabilities. I can also handle your W-2s and 1099s. Let me guide you through the process, making it simple and stress-free so you focus on what you do best!
3
Nonprofit Bookkeeping
I specialize in nonprofit bookkeeping services! I delight in helping nonprofit organizations manage their finances efficiently, including:
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GAAP nonprofit bookkeeping & fund/class tracking
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Restricted vs. unrestricted net assets tracking
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Grant budgets & reporting
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Board-ready monthly packet
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Bank/credit card/merchant reconciliations
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Donor CRM ↔ accounting reconciliation
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Payroll support
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Audit & 990 prep
4
Nonprofit Return (990)
Running a nonprofit is a labor of love — but filing your annual Form 990 with the IRS can feel overwhelming. That’s where I come in.
I help nonprofits, charities, faith-based organizations, and private foundations stay compliant by preparing and filing their annual Form 990 accurately and on time.
What’s Included:
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Preparation and electronic filing of Form 990
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Review of your financial statements for accuracy and compliance
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Guidance on IRS reporting requirements for donations, grants, and fundraising events
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Assistance with state-level nonprofit filings (where applicable)