For records that need work before filing

This service is appropriate when records exist but require cleanup before a tax return can be prepared. Common issues include uncategorized expenses, unreconciled accounts, or sales activity that needs to be aligned with bank deposits and platform reports.

What I provide

• Cleanup and organization of records sufficient for tax filing

• Reconciliation and categorization as needed

• Federal and applicable state income tax returns

• Schedule C (or other applicable self-employment forms)

Important notes

• Cleanup is limited to what is necessary to prepare an accurate return

• This service does not include full bookkeeping reconstruction

• If records are materially more complex than anticipated, scope and timing will be revisited before continuing

Typical time commitment
Approximately 5–8 hours.

Billing structure
All services are billed at $160 per hour, with a 1-hour minimum and 10-minute increments thereafter. An initial one-hour retainer is required to secure your place on my schedule and is applied to your first invoice. Estimated hours may vary based on transaction volume, complexity of the tax situation, number of states involved, and whether multiple businesses (multiple Schedule Cs) are included. Any tax filing or government fees assessed by federal, state, or local agencies are billed in addition to the hourly rate. All services and scope of work will be confirmed in an engagement letter prior to the start of work. If scope changes materially, I will discuss this with you before proceeding.

Final tax returns will be filed upon receipt of the final balance due for the engagement