Small Business Clients

Small Business Tax and Bookkeeping

Do you find yourself under-prepared and your tax burden overwhelming?

The Morris small business tax and bookkeeping package may be the solution for you!

iStock-488693432.jpg

Package includes:

Year-round bookkeeping for your small business: bank and credit card reconciliations and three monthly financial statements.

Year-round technical tax guidance to support your business decision making - to help you grow your business while taking advantage of the tax code.

Bi-annual review of your finances with a view toward tax-efficiency

Complementary preparation of your annual business tax return!

Our clients enjoy the synergy of having their bookkeeper be their tax preparer. Reach out to us today to learn more.


What our small business clients say:

iStock-1126789804.jpg
I’m happy I got to know David. He’s very good with bookkeeping and taxes. When I met him I was in a different place with my business. He helped me to grow. He provides one on one service and helps me to make wise business decisions. David has my full recommendation.
— Charles F., 2019