Frequently Asked Questions

Your questions, answered. At Tangerine, I aim to provide clarity and support for your financial journey. If you don't find the answer you're looking for here, feel free to contact me directly.

What does your monthly bookkeeping service include?

My monthly bookkeeping services encompass transaction categorization, bank and credit card reconciliations, monthly financial statements (profit & loss, balance sheet, cash flow), general ledger review, chart of accounts management, account classification adjustments, and ongoing email support. I also coordinate with your tax preparer if needed.
Do you offer QuickBooks cleanup services?

Yes, I provide one-time QuickBooks cleanup services, which include reclassification of miscoded transactions, duplicate removal, account reconciliation, and financial report corrections to ensure your books are accurate and audit-ready.
Can you manage accounts payable and receivable?

Absolutely. I offer add-on services for accounts payable (vendor setup, invoice entry, bill payment prep) and accounts receivable (invoice creation, payment tracking, follow-ups on overdue invoices).
What payroll services do you provide?

I offer comprehensive payroll processing, including accurate and timely payroll runs, direct deposit or paper checks for employees and contractors, federal and state payroll tax filings, year-end tax forms (W-2s and 1099s), new hire reporting, payroll tax payment remittance, employee portal access, and compliance monitoring.
Do you assist with new hire onboarding?

Yes, I provide optional add-on services for new hire onboarding and Work Opportunity Tax Credit (WOTC) screening to streamline your hiring process.
What types of tax returns do you prepare?

I prepare personal income tax returns (Form 1040), including schedules for self-employed individuals, rental properties, and itemized deductions. For businesses, I handle LLC partnerships (Form 1065), S-Corps (Form 1120-S), C-Corps (Form 1120), and nonprofit organizations (Form 990).
Do you offer tax planning services?

Yes, I provide strategic tax planning services, including initial strategy sessions, customized tax plans, review of prior year tax returns, estimated tax calculations, business structure optimization, audit-resistant recordkeeping tips, credit and deduction strategies, retirement and compensation planning, and ongoing check-ins.
Can you help me form an LLC?

Absolutely. I assist with business name availability checks, filing articles of organization, EIN registration, drafting operating agreements, initial member/manager setup, state compliance reminders, S-Corp election filing, and ongoing compliance guidance.
Do you handle multi-state LLC registrations?

Yes, I offer services for businesses expanding across state lines, including foreign entity registration filing, state-by-state filing guidance, registered agent coordination, and tracking annual report and renewal requirements.
What other services do you offer?

In addition to bookkeeping, payroll, tax preparation, and business formation, I provide: Asset Protection Services: Asset protection consultation, revocable living trust setup, holding company structure planning, real estate entity structuring, and coordination with legal/insurance professionals. Consulting & CFO Services: Business advisory on cash flow, budgeting, and strategy, as well as fractional CFO services for high-level financial oversight. Trade Name, Copyright & Trademark Services: U.S. trade name registration, copyright registration, trademark application, trademark search and preliminary clearance, and bundled trademark and copyright filing services.