Bookkeeping & Tax Preparation
Keeping in touch with monthly bookkeeping reviews and quarterly planning sessions to ensure you are ready for tax season
Chuckaboos Services
Tax Preparation
All types of tax returns including Individual 1040, Business Schedules C, E, or F, and Business Entity Returns (Partnership, C-Corp, S-Corp) with optional add-on for 1040.
Bookkeeping
Month-to-month bookkeeping services with monthly/quarterly closings and year-end reporting. 1099 and W-2 preparation as needed. Add-ons for payment processing and payroll services. Guaranteed priority for tax preparation in the spring.
Miscellaneous Tax Needs
Additional tax needs charged on an hourly basis including estimated payment calculations, S-Corp election, filing extension requests, previous year returns, or amended returns. Help responding to IRS notices.
Service FAQ’s
Questions to Explore
One state return is included with each 1040 or business entity return. Additional states can be added for a small fee.
Yes, I offer a substantial discount on tax services as well as a guaranteed priority to folks who are enrolled in monthly bookkeeping for the year.
Generally, it is best to file the previous year return first. However, for a simple Individual 1040, we can usually proceed with the current year return. For business returns we generally have to file the previous year return first because many calculations pick up from the prior year’s ending balance.
Yes! The quality guarantee is described in the Engagement Letter. If I make an error, I will correct it at no charge for you. If information was provided by you that later needs to be changed in the tax return, additional fees will apply to cover the changes.
Yes! I offer a banking option that includes deducting the tax preparation fee from your refund. We will sign an additional agreement that details the requirements. Restrictions apply.