WE TAKE THINGS TO HEART.
At Heart-a-Tax we put put our hearts and souls into our work. We genuinely enjoy taxes and accounting, which makes the entire experience more enjoyable for you. Our personal tax and accounting services for individuals let you do things YOUR way. If that means sit-down meetings, great! If you prefer to just hand over the paperwork and stay out of things, that works, too. Let’s start with a chat about what Heart-a-Tax can do for you.
Services for individuals
Tax preparation
Our heart is in working with small businesses and individuals! Let us take care of your income taxes to get your yearly return. We utilize industry software to prepare and e-file your income tax returns efficiently.
tax planning
Let’s take full advantage of tax deductions and tax credits! We work to reduce tax liability while gaining you the best advantage possible. HEARTY TIP: June is a great time of year to determine if your withholdings will cover your tax liability.
Bank reconciliation
We’re happy to manage your account throughout the year - monthly, quarterly, or annually. Heart-a-Tax will cross-reference your bank activity and financial records to make sure everything matches, so you don’t have a heartbreak when tax season arrives.
FINANCIAL statements
Heart-a-Tax is here to provide formal financial statements detailing you or your business’ finances throughout the year - monthly, quarterly, or annually. Stay aware of your position to make smarter financial decisions at each opportunity.
quickbooks setup and training
Whether you are setting up a new business or just taking on the accounting, Heart-a-Tax is here to get you acquainted with QuickBooks. We can establish your chart of accounts, connect or create your bank account and even add payroll accounts whenever applicable.
