Tax & File Review

Year-end organization made simple — from digital file cleanup to 1099 filings and tax return preparation.

simplify my year-end

Tax season doesn’t have to feel chaotic. I’ll organize your QuickBooks data, review your reports, and prepare everything your tax professional needs — from reconciled ledgers to digital file folders. Whether you manage a business, rental property, or freelance income, I make sure your numbers are complete and accurate before filing.

  • File Organization | Organize receipts, statements, and digital folders for easy access and sharing.

  • QuickBooks Review | Verify balances, correct coding errors, and prepare final reconciliations. 

  • Tax Filings & 1099 Prep | Prepare and file small-business returns and 1099s accurately and on time. 

  •  Year-End Reports | Deliver clean Profit & Loss, Balance Sheet, and supporting documents for your CPA or records.