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1available service offerMount Morris · IL

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Work photo for CPA Tax Preparation Service

Accounting And Finance

Terence Connell

Based in Mount Morris, IL

CPA Tax Preparation Service

Have a CPA prepare your tax returns with speed and accuracy. CPA Accounting & Tax Services Our comprehensive CPA accounting and tax services cater to both businesses and individuals, ensuring accurate and reliable financial management. We offer: • Electronic Filing : Fast and efficient filing of tax returns. • Business Financial Accounting & Payroll : Complete accounting solutions for businesses, including payroll services. • QuickBooks Pro Advisor & IT Support : Expertise in QuickBooks, Medisoft, and essential IT support. • New Business Startups : Guidance and accounting support for launching your business. • Credit and Funding Programs : Assistance with securing credit and funding for business growth. • COVID-19 Related Consultations : Specialized financial advice and support related to the pandemic. Personal and Business Financial Strategies We provide tailored financial strategies to meet both personal and business needs. Our platform includes: • Insurance : Coverage across all types, including life and long-term care insurance. • Investments : Strategic investment options, including Traditional & ROTH IRAs, annuities, mutual funds, and ETFs. • College Planning : Education-focused financial planning for families. • Healthcare Solutions : Financial planning for long-term care, Medicare supplements, and living benefits. • Estate Planning : Comprehensive estate planning to secure your financial legacy. Financial Education Workshops Our free, educational workshops are designed to empower individuals and families to achieve financial stability. We offer: • Free Workshops : Open to everyone, with the flexibility of attending in-person or online via Zoom. • Personalized Appointments : Individual consultations, including home visits, for personalized financial advice. Visit our Financial Education Blog for more insights and resources: Our mission is to educate 30 million families on financial management by 2030.

Scope & service details

Have a CPA prepare your tax returns with speed and accuracy. CPA Accounting & Tax Services Our comprehensive CPA accounting and tax services cater to both businesses and individuals, ensuring accurate and reliable financial management. We offer: • Electronic Filing : Fast and efficient filing of tax returns. • Business Financial Accounting & Payroll : Complete accounting solutions for businesses, including payroll services. • QuickBooks Pro Advisor & IT Support : Expertise in QuickBooks, Medisoft, and essential IT support. • New Business Startups : Guidance and accounting support for launching your business. • Credit and Funding Programs : Assistance with securing credit and funding for business growth. • COVID-19 Related Consultations : Specialized financial advice and support related to the pandemic. Personal and Business Financial Strategies We provide tailored financial strategies to meet both personal and business needs. Our platform includes: • Insurance : Coverage across all types, including life and long-term care insurance. • Investments : Strategic investment options, including Traditional & ROTH IRAs, annuities, mutual funds, and ETFs. • College Planning : Education-focused financial planning for families. • Healthcare Solutions : Financial planning for long-term care, Medicare supplements, and living benefits. • Estate Planning : Comprehensive estate planning to secure your financial legacy. Financial Education Workshops Our free, educational workshops are designed to empower individuals and families to achieve financial stability. We offer: • Free Workshops : Open to everyone, with the flexibility of attending in-person or online via Zoom. • Personalized Appointments : Individual consultations, including home visits, for personalized financial advice. Visit our Financial Education Blog for more insights and resources: Our mission is to educate 30 million families on financial management by 2030.

Included

  • Income tax information gathering, tax forms preparation, and electronic filing. Federal and state (where required).

Not included

  • Bank services, loans, fee based on tax return amount.

Serves ZIP areas in Mount Morris, IL within the provider’s configured travel radius. Confirm your exact address, travel fees, and timing when requesting.

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$250 / flat rate

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