Expert Bookkeeping and Tax Solutions for Your Business
Our Services
The "Compliance" Level Focused on meeting legal filing requirements for organized business owners.
Description: > Our Tax Preparation service is designed for business owners who maintain their own precise financial records throughout the year and require professional expertise for the final filing. We transform your finalized trial balance into a signature-ready tax return, ensuring all federal, state, and local compliance requirements are met. Our focus is on accuracy, identifying eligible credits, and ensuring your filing is submitted securely and on time.
Best For: Solopreneurs or micro-businesses with low transaction volume who are confident in their own bookkeeping.
Key Deliverables: Federal and State Income Tax Returns, Electronic Filing, and basic Depreciation Schedules.
The "Growth" Level Focused on real-time clarity and proactive strategy.
Description: > This is our premier "Hands-Off" solution for the serious business owner. We act as your outsourced accounting department, providing monthly or quarterly book closing to ensure your financial data is always current and actionable. By maintaining your books year-round, we provide real-time visibility into your cash flow and profitability. This proactive approach allows for year-round tax planning—not just preparation—allowing us to adjust strategies mid-year to minimize your tax liability. When tax season arrives, it is a non-event; your return is simply the final step of an already perfected process.
Best For: Scaling businesses, employers, and those who want to use their financial data to make better management decisions.
Key Deliverables: Monthly/Quarterly Reconciliations, Ongoing Tax Advisory, and Priority Tax Filing.
The "Clean-Up" Level Focused on fixing the past to secure the future.
Description: > Ideal for the entrepreneur who handles day-to-day tasks but wants a professional "deep dive" before tax season. This hybrid service includes a comprehensive year-end "Catch-Up" or "Clean-Up" of your books. We reconcile your annual bank statements, categorize outstanding expenses, and perform adjusting journal entries to ensure your Profit & Loss and Balance Sheet are audit-ready. Once the books are finalized, we seamlessly transition into tax preparation to maximize your deductions and close out the year with total confidence.
Best For: Small businesses that manage their own invoicing/bills but need a professional to "bless" the books annually.
Key Deliverables: Annual Bookkeeping Clean-up and Tax Return Preparation.
About
our company
We provide elite-level tax and accounting solutions with the precision of a Big Four firm and the personalized touch of a boutique partner. Founded by Mary K. Shekhawat, CPA, we specialize in the full "Books-to-Tax" lifecycle—offering everything from professional tax preparation to proactive, year-round bookkeeping. We don’t just manage numbers; we provide the financial clarity you need to lead your business with confidence.
Contact Us
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