Embedded Files
đź“Š Bookkeeping ConsultationÂ
đź“Š Bookkeeping ConsultationÂ
What this service is:
This initial consultation is designed for new clients interested in bookkeeping services. We review your business activity, current records (if any), and accounting needs to determine the best bookkeeping setup and level of ongoing support. This session helps create clarity, organization, and a smooth starting point.
You may need this service if:
You recently started a business
You’re unsure how to organize your income and expenses
You’ve never had bookkeeping set up properly
You want to understand which bookkeeping package fits your business
Your records are behind or disorganized
🧾 Tax Preparation AppointmentÂ
🧾 Tax Preparation AppointmentÂ
What this service is:
A one-on-one tax preparation appointment to review tax documents, discuss income and deductions, and prepare and file your tax return accurately. The goal is to ensure compliance while giving you clarity and peace of mind.
You may need this service if:
It’s time to file your personal or business taxes
You received W-2s, 1099s, or other tax forms
You’re self-employed or own a business
You want professional guidance and accurate filing
✍️ Notary Services AppointmentÂ
✍️ Notary Services AppointmentÂ
What this service is:
Professional notary services for documents requiring notarization. Clients must bring valid government-issued identification and completed documents. Additional time may be required for multiple documents.
You may need this service if:
A document requires a notary seal
You’re signing legal, financial, or official paperwork
You need a reliable and professional notary service
You’re unsure whether your document needs to be notarized
đźš— DMV / Tag & Title Assistance
đźš— DMV / Tag & Title Assistance
What this service is:
Guidance and assistance with vehicle tags, title transfers, renewals, and general DMV-related paperwork. This service helps ensure documents are properly completed before submission to the DMV.
You may need this service if:
You bought or sold a vehicle
You need help with title transfers or renewals
You’re unsure which DMV forms are required
You want help preparing paperwork correctly
🏢 Business Registration & Documentation SupportÂ
🏢 Business Registration & Documentation SupportÂ
What this service is:
Support with business registrations and required documentation, including entity setup guidance, EIN applications, and basic startup paperwork assistance.
You may need this service if:
You’re starting a new business
You need help registering an LLC or business entity
You need an EIN or startup documentation
You want guidance on getting set up properly
đź“‚ Document Review & General ConsultationÂ
đź“‚ Document Review & General ConsultationÂ
What this service is:
A general consultation to review documents, answer questions, and provide guidance on administrative, financial, or compliance-related matters not covered under a specific service.
You may need this service if:
You’re unsure which service to book
You need help reviewing paperwork
You have questions about forms or documentation
You want professional guidance before moving forward
🛂 Passport Documentation PreparationÂ
🛂 Passport Documentation PreparationÂ
What this service is:
Assistance with preparing passport applications and supporting documentation to ensure forms are completed accurately and meet current requirements before submission.
You may need this service if:
You’re applying for a passport for the first time
You’re submitting a child’s passport application
You want help avoiding delays or errors
You’re unsure which documents are required
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