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Services

Tax Preparation & Advisory

Professional tax preparation and advisory services with personalized guidance designed to help individuals and small businesses based on their unique tax situations

Tax Preparation & Advisory

Included Services

  • Individual Income tax return preparation
  • Year-round support via email, phone or zoom for general tax questions

Additional Services

  • Quarterly federal income tax estimates
  • Annual tax planning and projection meeting for potential tax position changes
  • IRS letters and notices assistance
  • Business and self-employed tax preparation services
  • Customized tax research and special projects

Virtual CFO / Controller

Gain executive-level financial guidance and support without the cost of hiring a full-time CFO.

I provide Virtual CFO and Controller services designed for growing small businesses and business owners who need more than bookkeeping and are looking for stronger financial visibility, improved cash flow management, and better financial organization. I partner with business owners by providing financial oversight, planning, and strategic insights to help support informed decisions and long-term growth.

Virtual CFO / Controller

Included Services

  • Preparation and review of financial statements
  • Monthly or quarterly financial reporting packages
  • Budget preparation and variance analysis
  • Business health assessments and financial insights
  • Cash flow monitoring and forecasting
  • Tax estimates and proactive tax planning
  • Strategic business planning
  • Pricing and cost management

Additional Services

  • Business tax preparation services
  • Bookkeeping & Accounting services
  • CFO project-based support for specific business needs

Bookkeeping

Bookkeeping and accounting services designed to keep your financial records organized, accurate, and up to date. I help you maintain a clear view of your business finances so you can better understand your performance and make informed decisions with confidence.

Bookkeeping

Included Services

  • Monthly bookkeeping and transaction recording
  • Bank and credit card reconciliations
  • Accounts payable and accounts receivable support
  • Financial transaction categorization and organization
  • Monthly or quarterly account reconciliations
  • Quarterly and year-end closing support
  • QuickBooks setup and ongoing monitoring

Additional Services

  • Payroll services and ongoing payroll support
  • 1099 preparation and filing services
  • Sales tax returns

Send Message

Get in touch

Email

info@ibhtax.com