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Our Services
Smart, Strategic, and Built for Your Business
At Tangerine, I offer more than just number-crunching—I provide peace of mind. Whether you're launching your first LLC, managing payroll, or preparing for tax season, I’m here to make the process simple, strategic, and completely stress-free.
Bookkeeping Services
My Monthly Bookkeeping Services include:
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Transaction Categorization: Classifying all business income and expenses accurately in QuickBooks or your preferred accounting system.
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Bank & Credit Card Reconciliations: Ensuring all accounts are balanced monthly to match your bank and credit card statements.
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Monthly Financial Statements: Delivery of profit & loss, balance sheet, and cash flow reports to keep you in control of your finances.
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General Ledger Review: Monthly review and cleanup to ensure your books are accurate and audit-ready.
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Chart of Accounts Management: Setting up and maintaining a customized chart of accounts that reflects your business activity clearly.
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Account Classification Adjustments: Reclassifying entries as needed to maintain accuracy and ensure expenses and income are categorized correctly.
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Email & Message Support: Ongoing communication for bookkeeping-related questions, clarifications, and support.
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Collaboration with Your Tax Preparer (if needed): Coordinating with your CPA or tax preparer to ensure they have accurate financials come tax time.
Optional Add-Ons:
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Accounts Receivable Management: Invoice creation and delivery, payment tracking, and follow-ups on overdue invoices.
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Accounts Payable Management: Vendor setup, invoice entry, and bill payment preparation.
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QuickBooks Cleanup: Reclassification of miscoded transactions, duplicate removal, and account reconciliation.
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Manual Invoice Entry from Checkbook: Entry of already-paid invoices into QuickBooks for accurate reporting.
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Customized Financial Reporting: Custom dashboards or reports tailored to your business goals.
Tax Preparation Services
For Individuals (Form 1040):
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Full review of income documents (W-2s, 1099s, retirement distributions, etc.)
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Schedule C preparation for self-employed individuals
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Dependent & education credit evaluation
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Itemized deduction review
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State income tax return filing
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E-filing & confirmation of submission
For Businesses (Forms 1065, 1120-S, 1120, 990):
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Review of financial statements
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Preparation of required schedules & forms
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Business expense optimization
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Filing of federal & state tax returns
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E-filing with IRS acceptance tracking
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Annual entity compliance review (optional add-on)
Tax Planning & Strategy
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Initial strategy session to review your financial situation
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Customized tax plan tailored to your income, entity type, and industry
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Review of prior year tax returns to identify missed opportunities
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Estimated tax calculations to avoid surprises
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Business structure optimization for tax benefits
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Audit-resistant recordkeeping tips
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Credit & deduction strategy implementation
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Retirement & compensation planning
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Ongoing check-ins (quarterly & annual plans)
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Coordination with legal/financial team (if needed)
Payroll Services
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Payroll processing on your preferred schedule
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Employee & contractor payments via direct deposit or checks
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Federal & state payroll tax filings
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Year-end tax forms (W-2s and 1099s)
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New hire reporting compliance
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Payroll tax payment remittance
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Employee portal access
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Deduction & benefit tracking
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Compliance monitoring
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Basic HR support (optional add-on)
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New hire onboarding & WOTC screening (optional add-on)
LLC Formation & Compliance
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Business name availability check
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Articles of organization filing
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EIN registration
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Operating agreement drafting
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Initial member/manager setup
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State compliance reminders
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S-Corp election filing (Form 2553)
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Ongoing compliance guidance
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Digital delivery of all filed documents
Optional Add-Ons:
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Multi-state LLC registration
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Annual report filing
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Registered agent coordination
Other Services
Comprehensive Solutions to Support Your Business Growth
Beyond bookkeeping, payroll, and tax services, I offer a range of specialized solutions designed to protect your assets, provide strategic financial guidance, and safeguard your brand.
Asset Protection Services
Protect what you've built with strategic planning and coordination:
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Asset Protection Consultation: Personalized strategies to shield your assets from potential risks.
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Revocable Living Trust Setup: Establish trusts to manage and protect your estate.
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Holding Company Structure Planning: Design structures to separate and protect business assets.
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Real Estate Entity Structuring: Optimize ownership structures for property investments.
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Coordination with Legal/Insurance Professionals: Collaborate with experts to ensure comprehensive protection.
Consulting & CFO Services
Gain insights and direction to drive your business forward:
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Business Advisory: Expert advice on cash flow management, budgeting, and strategic planning.
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Fractional CFO Services: Access high-level financial expertise without the full-time commitment.
Trade Name, Copyright & Trademark Services
Ensure your brand's uniqueness and legal protection:
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U.S. Trade Name Registration: Secure your business name at the state level.
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U.S. Copyright Registration: Protect your original works and content.
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U.S. Trademark Application: Register trademarks to safeguard logos, slogans, and brand identifiers.
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Trademark Search & Preliminary Clearance: Assess the availability and potential conflicts of your desired trademarks.
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Bundle – Trademark + Copyright Filing: Comprehensive packages to cover all your intellectual property needs.