Stress-Free Tax & Bookkeeping for Small Business Owners
We handle your taxes, payroll, and bookkeeping so you can focus on growing your business.
Your Financial Peace of Mind
At Modern Tax & Bookkeeping Services, we understand that reliable financial management is the backbone of every thriving business. Our expert team takes the stress out of taxes, payroll, and bookkeeping by delivering accurate reports, proactive tax strategies, and seamless compliance support—so you can focus on growing your company. With year‑round access to personalized advice and real‑time insights into your cash flow, you’ll enjoy true peace of mind knowing your finances are in capable hands.
Explore our range of services today!
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Ensure accuracy, maximize deductions, and avoid penalties.
We prepare your federal and state tax returns with meticulous attention to detail. Whether you’re a W-2 employee, a freelancer, or have multiple income sources (1099s, rental income, investments), we help you claim every deduction and credit you're entitled to.
What’s included:
- Electronic filing for faster refunds
- Personalized deduction review
- IRS audit protection option
- Year-round support for tax questions
"We don’t just file — we optimize."
Make tax season stress-free for your LLC, S-Corp, or sole proprietorship.
We specialize in small business returns, ensuring full compliance with IRS rules and reducing taxable income through smart expense classification.
Perfect for: independent contractors, startups, and growing businesses.
Includes:
- Business income & expense analysis
- Depreciation & asset management
- Schedule C, 1065, or 1120S filing
- Estimated tax planning for the year ahead
"Your books speak our language. We turn your numbers into smart returns."
Apply quickly and correctly with expert assistance.
Whether you're a nonresident applying for an ITIN (Individual Taxpayer Identification Number) or forming a business that needs an EIN (Employer Identification Number), we guide you through every step and handle all documentation.
We help you:
- File IRS Form W-7 (ITIN) or SS-4 (EIN)
- Understand required documents (passport, visa, etc.)
- Submit through authorized channels
- Track your application status
"Get your tax ID without confusion or delays."
Don’t just react — plan your taxes with strategy.
We offer year-round tax planning to reduce what you owe and help you make smarter financial decisions. Ideal for high-income earners, business owners, or anyone experiencing major life changes (buying a home, marriage, children, etc.).
Includes:
- Quarterly tax projections
- Custom deduction strategies
- Retirement & investment tax advice
- Entity structure recommendations
"Pay less legally — and with confidence."
Let us take a second look — it could save you money.
If you filed taxes in previous years and suspect there were missed deductions, filing errors, or changes in your situation, we offer professional review services.
What we do:
- Analyze up to 3 years of past returns
- Look for missing credits/deductions
- Prepare amended returns (if needed)
- Advise if IRS action is recommended
"A second look can mean a second refund."
Stay organized, compliant, and audit-ready year-round.
We provide monthly bookkeeping services tailored to your business structure and industry. Our team categorizes, reconciles, and generates accurate reports so you always know where your business stands financially.
Services include:
- Monthly bank & credit card reconciliations
- Categorization of income and expenses
- Financial statements (P&L, balance sheet, cash flow)
- QuickBooks or Xero management
- Support with 1099s and quarterly reports
"Bookkeeping isn’t just about the past—it’s how you plan your future."
Behind on your books? We help you catch up fast—with no judgment.
Whether you're a year or several years behind, we help reconstruct your books with accuracy and compliance in mind. Perfect for tax filings, audits, or funding applications.
We help with:
- Rebuilding books from bank statements and receipts
- Categorizing historical transactions
- Generating retroactive financial reports
- Syncing QuickBooks or other software
- Preparing documentation for tax prep
"Get current, stay compliant, and move forward with clarity."
Fix messy records and take control of your financials.
Errors in your books can lead to costly mistakes and IRS penalties. We review, identify, and fix misclassifications, duplicates, and structural issues in your bookkeeping system.
Our process:
- Full diagnostic review of your books
- Error correction & transaction reclassification
- Bank account reconciliations
- Chart of accounts cleanup
- Set-up or reconfiguration of QuickBooks/Xero
"Clean books = better decisions + less stress."
Professional, compliant payroll—without the headache.
Let us handle the full cycle of payroll processing for your employees or contractors. We ensure timely payments, accurate tax withholdings, and complete compliance with federal and state laws.
Includes:
- Weekly, biweekly, or monthly payroll processing
- Direct deposit and pay stub generation
- Payroll tax filings (940, 941, state forms)
- W-2 and 1099 preparation
- Employee onboarding and PTO tracking (optional)
"Reliable payroll, peace of mind—for you and your team."
Be audit-ready with complete, organized records.
If your insurance provider requests a workers' comp audit, we help you prepare with accurate payroll summaries, classification reports, and organized documentation.
Audit support includes:
- Review of payroll and contractor records
- Generation of required audit reports
- Assistance with wage allocation and classification
- Coordination with your insurance carrier or auditor
- Support during in-person or remote audits
"We help you pass your audit—without panic."
LLC, S-Corp, or C-Corp? We help you choose the right structure.
The way your business is structured has a big impact on taxes, liability, and growth potential. We evaluate your goals and guide you through the pros and cons of each legal entity type to help you make the most strategic decision.
We help you with:
- Entity type comparison based on income & risk
- S-Corp election timing and implications
- Coordination with tax planning strategies
- State and IRS registration support
- EIN and operating agreement setup
"Structure your business for long-term success—right from the start."
Practical guidance for new and growing businesses.
Whether you’re launching a startup, managing cash flow, or expanding operations, we offer personalized advice to help you navigate compliance, financial management, and growth.
Common focus areas:
- Business registration and licensing
- Expense planning and budgeting
- Hiring and payroll considerations
- Tools for recordkeeping and automation
- State and federal tax obligations
"Smart decisions today mean fewer problems tomorrow."
Move your business forward with clarity and strategy.
Our experienced consultants work with you to improve operations, reduce inefficiencies, and scale responsibly. We blend financial insight with strategic thinking to help you overcome roadblocks and meet your goals.
Services may include:
- Operational analysis and workflow optimization
- Tax efficiency planning
- Financial forecasting and budgeting
- Strategic planning for scaling or restructuring
- One-on-one coaching for owners and key staff
"We turn data into direction—and challenges into solutions."
Know the real value of your business.
Whether you’re selling, raising capital, bringing on partners, or just want a clear picture of your company’s worth, we deliver objective, accurate business valuations.
Valuation uses include:
- Exit planning or succession
- Mergers and acquisitions
- Partnership disputes or buyouts
- Loan or investment readiness
- Benchmarking growth and profitability
"Know your worth—so you can protect and grow it."
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To be successful your content needs to be useful to your readers.
To be successful your content needs to be useful to your readers.
To be successful your content needs to be useful to your readers.
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