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My Books and Taxes

Business & Individual 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. 

What's included in Tax Preparation services?

  • You Are More Than Just Numbers To Us

  • Our Services Are Completely Virtual

  • Tax Return Review by EA (Karla) via Zoom

  • We Help You To reach Your Financial Goals

  • We Look For Hidden Opportunities To Decrease Your Tax Liability

  • We Don’t Push The Legal Limits Of The Law That Would Put Anyone At Risk

  • We Help You 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