Tax Preparation & Planning Services (Starting January 2026)

Beginning January 2026, I will be offering professional tax preparation and tax planning services for both individuals and businesses. These services are designed to provide accurate filing, proactive planning, and personalized support—so you can feel confident and prepared year‑round.

Individual Tax Services

Whether your tax situation is straightforward or more complex, I provide personalized attention to ensure accuracy and compliance while identifying opportunities to reduce your tax burden.

Services include:

Federal and state individual income tax preparation
Tax planning and year‑end strategies
Self‑employed and gig‑economy tax support
Retirement income and investment reporting
Guidance on life changes (marriage, divorce, dependents, inheritance)

Business Tax Services

I work with small businesses to help them stay compliant, organized, and strategically positioned for tax efficiency. My approach focuses on both accurate filing and proactive planning.

Services include:

Business tax preparation (Schedule C, partnerships, S‑corps, and corporations)
Entity selection and tax strategy guidance
Payroll and estimated tax planning
Coordination with bookkeeping and financial records
Ongoing tax planning throughout the year

Why Work With Me

Personalized, one‑on‑one service
Clear communication and timely support
A practical, proactive approach to tax planning
Experience working with both individuals and small businesses

Get Started

Tax services will be available starting January 2026, and availability will be limited.

If you would like more information or wish to be added to the 2026 tax client list, please contact me today. Early planning can make a meaningful difference.

I want tax filing now!

Exclusive Accounting Services

We take pride in offering a comprehensive range of services by our team of experts. Our services include

Quickbooks set up
Quickbooks Desktop to Online Conversion
Categorization
Reconciliation
Rescue work (for accounts that are more than 2 months behind)
Clean up
Payroll and tax filing
Accounts payable and receivable
Project tracking
Cash & asset management

Our team is equipped to handle any job, regardless of size, with the utmost professionalism and attention to detail. Let us help you keep your finances in order so you can focus on what matters most - growing your business.

Quickbooks Set Up

Effortless QuickBooks® Setup for Your Business

Don't waste time struggling with QuickBooks® setup. Our comprehensive service takes care of everything for you, ensuring a smooth and efficient start. We'll handle:

Account Creation: We'll get you set up with a new QuickBooks® account tailored to your specific business needs.
Accurate Data Entry: Our team will meticulously enter all your entity and tax information for optimal accuracy.
Customized Chart of Accounts: We'll create a personalized chart of accounts that perfectly reflects your business structure and transactions.
Team User Management: Delegate access and permissions with ease, ensuring secure collaboration within your team.

But that's not all! By partnering with us, you'll receive an exclusive 30% discount on your QuickBooks® subscription, for life. Let our experts guide you through the process and unlock the full potential of QuickBooks® for your business.

Desktop to Online

Effortless Transition: Migrate Your QuickBooks Desktop to the Cloud

Streamline Your Finances and Embrace Mobility with Our QuickBooks Conversion Services.

Are you ready to unlock the power of cloud-based accounting for your business? We specialize in seamless QuickBooks Desktop to QuickBooks Online conversions, ensuring a smooth and efficient migration process.

Here's what we offer:

Expert Data Transfer: Our team meticulously transfers your essential financial data from your desktop software to QuickBooks Online, maintaining accuracy and historical continuity.
Seamless Setup and Configuration: We configure your new online account to perfectly reflect your existing desktop setup, minimizing disruptions and maximizing familiarity.
Ongoing Support: We're here to guide you through every step of the transition. Our team provides ongoing support to ensure you feel comfortable and confident using QuickBooks Online.

Benefits of Moving to QuickBooks Online:

Accessibility Anywhere, Anytime: Access your financial data from any device with an internet connection, boosting mobility and flexibility.
Enhanced Collaboration: Simplify collaboration with your accountant or bookkeeper through real-time data sharing.
Automatic Backups and Security: Enjoy peace of mind with automatic backups and robust security features built into the cloud platform.

Don't wait to experience the convenience and efficiency of QuickBooks Online. Contact us today and let our experts handle your QuickBooks Desktop to Online conversion!

Monthly Bookkeeping

Streamline Your Financials with Our Comprehensive Bookkeeping Solution

Our Full-Charge Bookkeeping service takes the weight off your shoulders, providing everything you need for accurate and insightful financial management. We handle tasks like:

Detailed Transaction Categorization: Ensure your finances are meticulously organized for clear understanding and reporting.
Seamless Reconciliation: Maintain complete accuracy and identify any discrepancies with meticulous bank statement reconciliation.
Actionable Management Reports: Gain valuable insights into your financial health with customized reports tailored to your business.
Collaborative Expense Reviews: Schedule regular expense meetings to discuss financial trends, identify areas for optimization, and empower informed decision-making.

Our team of experts delivers peace of mind with their confidence and proven track record. We handle your financials with meticulous attention to detail and a strategic big-picture perspective.

Payroll

Simplify Payroll Management with Our Tailored Services

Focus on what matters most – running your business – and leave payroll to us. We offer dependable payroll services designed to meet your unique needs. Choose from flexible options including weekly, bi-weekly, and monthly processing.

We handle all aspects of payroll for you, ensuring accuracy and peace of mind:

Streamlined Payroll Processing: We take care of calculating employee wages, deductions, and taxes with precision.
Tax Compliance & Filings: Stay worry-free with our meticulous handling of tax filings and payments, all in accordance with IRS regulations.

Let our experts streamline your payroll process, saving you valuable time and ensuring complete compliance. Contact us today to discuss how we can simplify payroll for your business.

Clean Up

Gain Financial Clarity & Confidence with Our Bookkeeping Review

Accurate financial records are the cornerstone of informed business decisions. However, unnoticed errors can go undetected for years, costing you time and money. Our team of experts offers a comprehensive bookkeeping review to identify and rectify any discrepancies in your financial data.

Here's what we can help you achieve:

Error-Free Records: Our meticulous review process ensures your financial data is accurate and categorized correctly.
Reconciliation Expertise: Identify and resolve any discrepancies between your accounts and bank statements, leaving you with complete confidence in your records.
Actionable Insights: Gain valuable insights from your data – a foundation for informed strategic planning.

Don't let inaccurate financials hold you back. Let our professionals help you achieve clarity and confidence in your financial health. Contact us today to schedule your bookkeeping review.

Rescue

Take Control of Your Finances with Our Catch-Up Bookkeeping

Falling behind on bookkeeping can create stress and hinder your financial clarity. Our expert team specializes in comprehensive catch-up bookkeeping services.

We'll help you:

Eliminate Backlogs: We meticulously organize your past transactions, ensuring your financial records are up-to-date and accurate.
Prepare for Reporting & Tax Season: Breathe easy knowing your books are ready for any review or tax filing deadline.
Unlock Financial Insights: Gain valuable historical data that empowers informed decision-making for your business.

Don't let bookkeeping overwhelm you. Let us get your financial records back on track and unlock the power of accurate data. Contact us today for a free consultation and learn how we can help you regain control of your finances.

Consultation

Empowering New Businesses with Expert Financial Guidance

Launching a business is exciting, but financial management can be daunting. Our professional consultation services are designed to equip new business owners with the tools and knowledge to navigate bookkeeping challenges with confidence.

Tailored Support for Your Needs:

QuickBooks® Experts: Whether you're utilizing QuickBooks® or prefer spreadsheets, our team understands your chosen platform and can offer specific guidance.
Personalized Consultations: We tailor each one-on-one session to address your unique questions and concerns, ensuring you receive the most relevant support.
Flexible Billing: Schedule consultations by the hour, allowing you to invest in the exact amount of guidance you need.

Schedule Your Success Story:

Don't let financial uncertainties hinder your entrepreneurial journey. Schedule a meeting with Dee Dee today and receive expert bookkeeping support tailored to propel your business forward.

Accounts Payable & Receivable

Take Control of Your Cash Flow: Streamline Accounts Payable & Receivable

Managing outstanding invoices and payments can be a time-consuming burden for businesses. Our comprehensive accounts payable (A/P) and accounts receivable (A/R) services free you to focus on what matters most – running your business.

We Offer Tailored Solutions for Both Ends of the Financial Spectrum:

Effortless Accounts Payable:
- Streamlined bill payments ensure you meet your obligations on time and avoid late fees.
- We leverage technology to automate invoice processing, saving you time and resources.
- Our team provides meticulous vendor management, ensuring accurate record-keeping.
Efficient Accounts Receivable:
- We implement strategies to expedite customer payments and improve your cash flow.
- Our team handles all aspects of invoice creation and collection, freeing you to focus on core operations.
- We offer clear and professional communication with your customers to maintain positive relationships.

Benefits of Our A/P & A/R Services:

Improved Cash Flow: Gain greater control over your finances with faster invoice collections and timely bill payments.
Enhanced Efficiency: Free up valuable time and resources by delegating A/P and A/R tasks to our experts.
Increased Accuracy: Minimize errors and discrepancies with our meticulous record-keeping practices.
Reduced Risk: Mitigate the risk of late payments and fraud with our secure and reliable systems.

Don't let outstanding invoices and payments hold you back. Let our team manage your A/P and A/R so you can focus on achieving your business goals. Contact us today for a free consultation!

Cash & Asset Management

Optimize Your Cash Flow and Assets with Powerful Financial Management Solutions

Ensuring a healthy cash flow and managing your assets effectively are the cornerstones of any successful business. Our comprehensive financial management services empower you to make informed financial decisions and optimize your bottom line.

Here's How We Can Help:

Cash Flow Forecasting: We create accurate forecasts to anticipate your financial needs, avoid potential shortfalls, and identify opportunities for growth.
Enhanced Visibility: Gain real-time insights into your cash flow and asset allocation, allowing you to proactively manage your finances.
Streamlined Collections & Payments: Optimize your processes for faster collections and timely bill payments.
Strategic Investment Strategies: We can provide guidance on investing excess cash to maximize returns and overall financial health.
Asset Management Expertise: Whether it involves equipment, real estate, or inventory, we offer expert advice on optimizing your asset utilization and maximizing their value.

Benefits of Effective Financial Management:

Improved Financial Stability: Ensure you have sufficient funds to meet your ongoing financial obligations and avoid disruptions.
Enhanced Profitability: Make informed decisions about resource allocation and maximize your bottom line by leveraging both cash flow and asset management strategies.
Increased Opportunity: Identify and seize growth opportunities with a clear understanding of your cash flow and asset portfolio.
Reduced Risk: Mitigate the risk of financial distress by proactively managing your cash flow and optimizing your asset utilization.

Don't leave your financial future to chance. Contact us today and let our experts help you implement a strategic financial management plan tailored to your specific business needs.

SAGE SOLUTIONS

Accounting and Tax

UNLOCK YOUR FINANCIAL CLARITY