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My Books and Taxes

Business and Individuals Tax Prep

We offer a convenient and efficient way to file your taxes! Everything is done virtually, from the convenience of your home or office.

No more time waste in traffic or a waiting room. Our process provides you a secure way to share your documents using encrypted technology. 

Schedule a Tax Prep Call

What's Included

  • You are more than just numbers to us

  • Our services are completely virtual

  • Tax Return Review by EA (Karla) via Zoom

  • We look for hidden opportunities to decrease your tax liability

in Tax Preparation

  • We don’t push the legal limits of the law that would put anyone at risk.

  • You deserve to reach your financial goals

  • You can have a positive impact on your financial picture by being proactive

Our Workflow

Scheduled Discovery Call

Proposal / Engagement Letter

Pay 50% deposit/Submit Documents

Tax Preparation Completed

Pay Invoice (50% left)

Review Zoom Meeting

E-file Tax Return

Get Confirmation

My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience. 

Get Started Now

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What We Do

Bookkeeping and Trust Accounting Virtual Controller Part-Time CFO and Advisory QBO Set-up and Clean-up Business Tax Preparation Tax Projections and Tax Planning