Our Services
TaxBridge offers a focused range of tax preparation and consulting services designed to support individuals and small businesses throughout the year.
Personal Tax Preparation
Preparation and organization of personal income tax documentation and filing assistance.
- Review and organize W-2s, 1099s, and other income documents
- Identify applicable deductions and credits
- Assist with preparation of federal and state returns
- Guidance on filing status and dependency questions
- Support for freelancers and independent contractors
Small Business Tax Support
Guidance and assistance with tax preparation for small businesses and self-employed professionals.
- Assistance with Schedule C and business income reporting
- Guidance on deductible business expenses
- Support for sole proprietors, LLCs, and partnerships
- Estimated quarterly tax planning support
- Year-end tax preparation coordination
Document Organization
Help organizing tax records, receipts, financial statements, and supporting documentation.
- Sorting and categorizing financial documents
- Creating organized filing systems for tax records
- Receipt organization and categorization
- Bank statement and financial record review
- Preparation of organized documentation packages
Business Consultation
General guidance for startups, sole proprietors, and growing businesses regarding financial recordkeeping and tax readiness.
- Initial setup guidance for new business owners
- Recordkeeping best practices and recommendations
- Understanding tax obligations for your business type
- Guidance on separating personal and business finances
- General financial organization strategy
Tax Planning Assistance
Basic tax planning support intended to help clients better understand future tax obligations.
- Overview of upcoming tax obligations and deadlines
- Basic strategies to reduce future tax liability
- Guidance on retirement contributions and tax impact
- Estimated tax payment planning
- Year-round tax awareness support
Not Sure Which Service You Need?
Contact us for a free initial consultation. We will review your situation and recommend the right approach for you.