Bookkeepers in Shelton, CT

Helping Small Businesses Stay Financially Organized | Bookkeeping, Tax Preparation, Insurance | Secure Future LLC.

** IMPORTANT: WE DO NOT PREPARE TAXES FOR THE FOLLOWING STATES: CALIFORNIA, OREGON, NEVADA. ** PLEASE NOTE: PRICES FOR INDIVIDUAL TAX PREPARATION LISTED IN THUMBTACK INCLUDE REVIEW, BASIC FEDERAL 1040 AND STATE FILING; ADDITIONAL FORMS AND EXTENSIONS OF FILING DEADLINES WILL INCUR ADDITIONAL COSTS. Taxes and bookkeeping are not on everyone's "love to do" list - but they're at the top of ours! We've been working with U.S. taxpayer and business owners since 2017 by taking taxes and bookkeeping off their list of chores. For our tax clients: We provide a thorough review of your past tax records and current documents to make sure we can prepare an accurate filing for your unique family and/or business situation. We also partner with ProtectionPlus for tax audit defense and identity theft restoration (more details provided upon request). For our bookkeeping clients: We can create accounting files from scratch, update and reconcile accounting files that have been set aside for months, and create workflows with them for document storage and data entry to help keep the bookkeeping current throughout the year. By using secure cloud-based accounting applications, our clients have full access to their accounting data to run reports when they need them. We work with secure cloud-based technology, so our clients can share documents and reports within minutes (especially useful since 2020!). We are always thrilled and humbled when our clients tell us how much we help them by taking on this responsibility -- not just for the extra time and lower stress levels by not having to do it themselves, but also for the comfort in knowing their taxes and bookkeeping are in good hands.

I am a CPA with over 22 years of experience in public accounting. I enjoy working with clients who are actively growing their business. Services I provide include: -Tax Preparation -Tax Planning -QuickBooks Pro-Advisor -Financial Statement Preparation -Business Advisory -Bookkeeping

Based in Atlanta, we specialize in guiding clients with complex financials—delivering accuracy, compliance, and planning where it matters most. We are Enrolled Agents, Series 65 Investment Advisor Representatives & Registered Social Security Analysts. Our minimum fee for new clients start at $700. Prospects who believe that to be expensive may have situations that are better served by other practices. Tax Prospects who are unwilling to allow us to perform our due diligence with regards to verifications of deductions and expenses, should not contact us. Services offered: - Individual Tax Preparation ($700 min) - Tax Planning ($1500 minimum per year) - Social Security Consultations ($1400 yr/1, $700 subsequent) - Personal Financial Planning ($1500 minimum per year) - Bookkeeping ($300 min per month) - Business Tax Preparation ($700 min w/ Bookkeeping, $1400 min w/o) - Tax Resolution ($1500 min) Our process prices in: -Initial Consultation -Information Gathering -Performing Requested Work -Follow Up Meetings as Needed -Compliance Guidance