Carlette aims to help you succeed with your personal and business finances by offering a streamlined, process driven approach to managing your bookkeeping, tax planning, and tax preparation needs.
Carlette uses modern, cloud-based tax preparation and accounting software allowing you to access your financial data anytime while saving you time and money to focus more on what matters most.
- With timely services and a thorough understanding of the tax laws and regulations, the firm can help you stay on top of tax deadlines and ensure your financials are in order.
- The firm can handle bookkeeping and accounting tasks from payroll to preparation of your financial statements.
- Accounting Software Setup
- The firm utilizes the latest cloud-based accounting software and can incorporate it into your bookkeeping tasks or manage your existing software using QuickBooks Services for Self Employed, Small Business, or other Accounting Software requested.
- Monthly, Quarterly, Yearly books upkeep to include paying bills, invoicing customers, bank reconciliations and closing of your books
- Cash Flow Management
- Maximize Schedule C deductions by separating business and personal expenses to include:
- Tracking of income and expenses, receipt storage, mileage tracking, and tax reporting
- Assistance with quarterly estimated tax payments and due date reminders
- See Tax Planning page for more details
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Schedule an appointment today!