A woman in a plaid blazer writes in a notepad with cash spread on a white table, focusing on financial planning.

Tax Preparation Services

Schedule Your Free Consultation

Individual Tax Preparation

Our individual tax preparation services help you navigate personal tax obligations with confidence. We meticulously review your financial situation to identify all applicable deductions and credits, ensuring you never pay more than necessary.

Benefits:

  • Thorough review of all possible deductions and credits
  • Strategic tax planning for future financial goals
  • Electronic filing for faster refunds
  • Year-round support for tax questions
  • Prior year return review and amendment if needed
Two employees working together on financial documents with laptops and calculators in an office setting.
A businessman in an office reviews documents and data on a laptop, concentrating on financial analysis.

Bookkeeping Services

Monthly Bookkeeping

Our comprehensive monthly bookkeeping services provide the financial clarity your business needs to thrive.

Catch-Up Bookkeeping

Behind on your books? Our catch-up bookkeeping services help you quickly restore order to your financial records.

Features:

  • Comprehensive assessment of current records
  • Efficient organization and entry of backlogged transactions
  • Bank and credit card reconciliations
  • Updated financial statements
  • System implementation for ongoing maintenance
  • Tax-ready financial documentation
Two professionals reviewing documents and using a tablet in a modern office setting.
Close-up of tax forms, receipts, and coins symbolizing financial accounting and taxes.

QuickBooks Services

As QuickBooks specialists, we help you maximize this powerful tool for your business.

Our QuickBooks services include:

  • Initial setup and customization
  • Staff training and ongoing support
  • System reviews and troubleshooting
  • Data migration from other platforms
  • Integration with other business systems
  • Regular maintenance and updates

Pricing

Business SizeMonthly BookkeepingTax PreparationFinancial Reporting
Micro (up to $100K/year)Starting at $200Individual: $150$100/report
Small ($100K – $500K/year)Starting at $350Business: $350$150/report
Mid-Size ($500K – $1M/year)Starting at $500Business: $500+$200/report

Payment Terms

  • 50% upfront deposit required on all tax preparation engagements.
  • Bookkeeping billed monthly — Net 15 payment terms.
  • Late payments subject to a 5% late fee after 15 days overdue.

Disclaimers

  • All operations are virtual and conducted securely through our client portal.
  • Financial advisory services are not legal or investment advice — consult your attorney or financial advisor as needed.

© 2025 MitchTaxBook LLC