Services
Expert Bookkeeping & Tax Services
Three core services designed to give you clarity, confidence, and control over your finances.
Tax Preparation & Strategy
You deserve every dollar you're entitled to
Comprehensive tax preparation for individuals and businesses. I've prepared 30+ returns annually and saved clients thousands through proper deduction strategy.
Ideal For:
1099 ContractorsSmall Business OwnersMulti-State FilersAnyone Audit-Worried
What's Included
Individual Returns (W-2, 1099)
Simple to complex individual returns with confidence
Schedule C & Self-Employed
Maximize deductions for freelancers and contractors
Multi-Entity & Business Returns
LLC, S-Corp, partnerships properly structured
Multi-State Filing
Complex scenarios handled with precision
Tax Strategy & Planning
Proactive year-round tax planning to minimize liability
Audit Protection Understanding
I've been through it—I know what matters
Bookkeeping & Financial Cleanup
Clean books are your business's health check
$30k+ recovered at AriMax alone. I find the money hiding in your messy books and set up systems that prevent future problems.
Ideal For:
Messy BooksMulti-Entity BusinessesAR/AP IssuesGrowth-Focused Owners
What's Included
QuickBooks Setup & Training
Get it right from day one with proper structure
Monthly Reconciliation
Clean, accurate, audit-ready books every month
Transaction Categorization
Every dollar in the right place for tax time
AR/AP Recovery & Analysis
Find unbilled invoices and overdue payments
Financial Reports & Insights
Know your numbers instantly, make better decisions
Multi-Entity Management
Proper separation for multiple businesses
QuickBooks Setup & Support
Build the foundation for clean books
QuickBooks Certified (Level 2, Bookkeeping, Payroll). I set up systems that work from day one and train you to maintain them.
Ideal For:
New BusinessesQuickBooks BeginnersDIY BookkeepersSystem Rebuilders
What's Included
Chart of Accounts Design
Structured for your business and tax needs
Bank & Credit Card Linking
Automated transaction imports properly configured
Category & Class Setup
Track departments, projects, or locations
Customer & Vendor Management
Organized contacts for invoicing and bills
Training & Documentation
Learn to maintain your own books confidently
Ongoing Support
Questions answered quickly throughout the year
Not Sure Which Service You Need?
Let's talk through your situation. I'll give you honest advice—even if it means you don't need me yet.