Services
WHAT WE DO
OUR SERVICES
Tax Preparation
We provide professional tax preparation for individuals, small businesses, and nonprofit organizations. Our goal is to ensure your returns are prepared accurately while identifying every deduction and credit available to you.
Whether your tax situation is simple or complex, we guide you through the process with clear communication and expert support. Our standard Form 1040 preparation begins at $150, with pricing varying based on the complexity of the return and additional forms required.
Our tax services include:
- Individual income tax returns
- Small business tax preparation
- Nonprofit tax filings
- Tax planning and consultation
Bookkeeping
Accurate financial records are the foundation of every successful business. If your books are behind or disorganized, we can help bring them up to date and keep them running smoothly.
We provide bookkeeping solutions for businesses of all sizes, helping you track income, manage expenses, and maintain organized financial records. Service packages are available and priced based on business size and monthly transaction volume.
Bookkeeping services include:
- Monthly bookkeeping and financial reporting
- Bank and credit card reconciliations.
- Clean-up and catch-up bookkeeping
- Payroll services are available for an additional fee
Real Estate
Whether you are buying, selling, renting or investing, we are here to guide you through every step of the real estate process. Our focus is to make your experience smooth, informed, and stress-free.
We assist first-time buyers, homeowners looking to upgrade or downsize, tenants searching for rental properties, and investors seeking opportunities such as fix-and-flip properties,
Real estate services include:
- Residential home buying and selling
- Rental property listings and tenant representation
- Investor support and property sourcing
- Estate or divorce listing and sales
- Market analysis and property guidance
Explore available properties and real estate resources at https://jermonicaperry.fathomrealty.com
Financial Services
We provide practical financial guidance to help individuals and families plan for the future with confidence. Our services focus on creating clear strategies for budgeting, protection, and long-term financial security
We also help clients evaluate options for retirement planning and final expense coverage.
Financial services include:
- Personal budgeting and financial planning
- Retirement preparation guidance
- Final expense planning
- Insurance consultations (life insurance, annuities, long term care, retirement)
Business Formation
Starting a business is an exciting step, but navigating the legal and administrative requirements can be overwhelming. We provide business formation services designed to help entrepreneurs launch their companies the right way from the start.
Our goal is to simplify the process by guiding you through the necessary steps to establish your business legally and efficiently. Whether you are forming a Limited Liability Company(LLC), Corporation or other business entity, we assist with preparing and submitting the required documentation and ensuring your business is property structured.
Business formation include:
- LLC and business entity formation
- Assistance with obtaining an EIN
- Business registration guidance
- Basic compliance and startup support
With the right foundation in place, you can focus on growing your business while we help ensure everything is set up correctly.
Notary Services
We offer convenient and reliable notary services for individuals and businesses. Whether you need documents notarized for legal, financial, or personal purposes, we ensure the process is handled efficiently and in compliance with state regulations.
Common notarized documents include:
- Real Estate documents for purchases and refinances
- Affidavits
- Power of Attorney
- Contracts and legal forms
Faq
Frequently Asked Questions
How much do you charge for tax preparation?
Our fees are based on the
complexity of your return. The base return starts at $150 and each additional tax
schedule will increase the amount of your return. For a free consultation or an estimate,
please email or call us.
Can I File if I don’t have all of my documents?
It’s best to have all of your required
documents to ensure accuracy. If you’re missing something, we can assist you with
obtaining a replacement, filing an amended return, or filing an extension.
Can I use my Check Stubs to file my taxes?
It is best to file using your actual tax
forms. Filing with incomplete or inaccurate information could lead to errors, delays,
penalties and cause audits. Check stub will be used for informational purposes only.
Can I still file even though the IRS has not started Accepting Returns?
Yes, you can file your tax return early with us. We will prepare and hold your return until the IRS begins accepting them. Plus, you may be eligible for a refund advance of $7000 while you wait for your official return. Contact us to learn more.