Virtual Bookkeeping & Tax Services For Individuals And Small Business Owners
Our Mission
At Precision Books & Taxes, our mission is to empower small businesses by offering reliable, comprehensive, and personalized financial support. We understand the challenges that come with maintaining accurate financial records and navigating the complexities of tax regulations. That's why we're here to take those burdens off your shoulders and provide strategic guidance to help your business thrive.
Our Expert Services
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Overwhelmed by day-to-day financial record keeping?
Our Monthly Bookkeeping service ensures accurate recording, reconciling, and reporting. Stay tax-ready, make informed decisions, and maintain a well-organized financial record.
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Facing confusion from overdue financial records?
Our Bookkeeping Clean Up service untangles discrepancies and organizes your data efficiently. Gain confidence in your financial foundation, make informed decisions, and present a clear business picture to stakeholders.
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Tax season doesn't have to be complicated. Our focused Tax Preparation service handles individual 1040 filings and provides specialized support for sole proprietors and single-member LLCs through Schedule C preparation. Ensure compliance and maximize deductions for a stress-free tax season.
Our Bookkeeping Process
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Step 1: Discovery Call
Submit a request for a discovery call and we’ll reach out to discuss your business, current financial processes, and specific needs.
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Step 2: Assessment & Proposal
Following the call, we'll conduct a thorough assessment of your financial records to identify areas of value. Based on our assessment, we'll provide a tailored proposal with services, pricing, and implementation timeline.
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Step 3: We Work Together
Together, we navigate the intricacies of your financial landscape, implementing tailored solutions and fostering a partnership that ensures your financial success.
Our Tax Preparation Process
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Step 1: Sign Up
Engage with ease! Join our secure client portal, sign the engagement letter, complete the organizer, and effortlessly upload your necessary documents.
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Step 2: Review & Prepare
Leave it to us! We meticulously review your documents and initiate the preparation of your tax return, ensuring accuracy and compliance.
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Step 3: Signature & Payment
Seal the deal! Conveniently make your payment, review your tax return, and affix your signature—all within a simple and secure process.
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Step 4: E-File
Swift submission! We handle the electronic filing, ensuring a seamless and efficient conclusion to your tax preparation journey.