Business Accounting Services

Maximize Clarity
with Accurate Reports

In the dynamic realm of business, maintaining accurate financial records is paramount, and our accounting services are here to elevate your financial management. With precise attention to detail, we identify and rectify discrepancies promptly, providing you with a clear and accurate snapshot of your financial landscape. Trust us to safeguard your financial integrity, allowing you to make informed decisions and drive your business confidently toward success.

Invest in Peace of Mind
with Form 1099 Preparation

Navigating the intricate landscape of tax regulations demands precision and expertise — trust us to ensure compliance with ever-evolving regulations. By choosing our services, you're not just meeting requirements: you'll stand confident that your financial records are meticulously prepared, leaving you with more time to focus on what matters most — the success of your business.

Stay ahead of the tax curve and let us provide you with a seamless and worry-free experience.

Bookkeeping & Tax Accounting:

What's the Difference, and the Benefit?

A bookkeeper diligently maintains the financial records of your business, ensuring every transaction is accurately categorized and organized, providing the bedrock for sound financial decision-making and ensuring accuracy in your ledgers.

In contrast, a tax accountant specializes in navigating the complex landscape of tax codes, optimizing deductions, and strategizing to minimize tax liabilities, offering invaluable expertise during tax season to ensure compliance and maximize financial efficiency. 

Together, we are your seasoned guide through the intricate labyrinth of tax regulations, expertly crafting strategies to minimize liabilities, maximize deductions, and navigate the complexities of tax laws, offering you peace of mind during tax season and optimizing your financial outcomes. We understand the pivotal role of monthly reconciliation in ensuring not just balanced books but accurate financial records that reflect the true pulse of your business.

Save Money on QuickBooks Online

Embrace the future of online financial management with QuickBooks Online and enjoy a 15% reduced rate from retail pricing when you sign up through our services. Whether you prefer the flexibility of the cloud or the robust capabilities of QuickBooks Desktop, our team ensures seamless integration and optimized performance.

Robust & Secure Client Portal

Our secure portal software, TaxDome, delivers everything directly to you in a single place. Receive detailed monthly financial reports and instant chat messages, upload statements, and more with The Tax Strategist as your trusted partner in financial excellence. See our Resources page to download the mobile app for iPhone and Android.

Send Statements

Upload your bank, sales, loan, and other statements to your portal account from your computer's browser or using the mobile app on your smartphone.

Receive Reports

We'll upload reports showing changes in your business accounts or with any transactions flagged for follow-up so they can be accurately categorized.

Abate Worry

Our dedicated team specializes in the reconciliation process, ensuring that your accounts are not just balanced but reflective of your true financial health.

Background image of Yosemite Valley in California courtesy Deanna Lewis.

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