(386) 244-9100

Bookkeeping

Clean Up/Catch Up

Have you fallen behind with tracking your business’s income and expenses? Let us get you caught up!

Monthly Bookkeeping

Monthly categorization and reconciliation of financial transactions to provide accurate, up-to-date financial reports for taxes and potential funding opportunities.

Tax Preparation

In addition to tax preparation services for individuals and small businesses, we provide assistance with the following:

• Amended Tax Returns
  
• Unfiled Tax Returns
  
• IRS Payment Plans
  

Business Services

We provide a wide variety of support services for new businesses, including:

• Business Formation
  
• Registered Agent Services
  
• BOI Reporting
  
• Business Credit
  
• S-Corp Conversion
  

Tax Planning Services

We provide tax planning packages that feature ongoing consultation and support to implement proactive, personalized tax strategies to minimize taxes and maximize savings.

We contacted West Financial Services and were immediately met with fantastic communication, professionalism, and expertise. We will for sure be using West Financial Services in the future, and look forward to having their experience on our side.

-Nick W.

West Tax Services did a great job on our taxes. We never felt rushed, they were responsive to our questions and kept us informed at each step. We will only use West Tax Services in the future.

-Patti L.

Our accountant of 22 years passed a few of years ago…found Taucier Smalls-West…absolutely the best! Awesome job on our business & personal taxes.

-Tameka J.

Taucier is incredibly communicative, as well as professional and knowledgeable. If you want someone that will keep you in the loop, and get the job done, she's your person.

-Amy G.

bookkeeping services pricing

Categorize Transactions

Reconcile Accounts

Financial Reports

Monthly Advisory Meeting

Year-End Closing of Books

ALL SERVICES IN BASIC PACKAGE PLUS:

Accounts Payable

Accounts Receivable

W-2 and 1099 Processing

ALL SERVICES IN BASIC AND STANDARD PACKAGES PLUS:

Business Tax Return

Owner Tax Return

These services are provided as stand alone or can be added to a package at a discounted price. If in need of a service not listed, please call for pricing

Form 1040

No Itemization

W-2 Income

Form 1040

With (Schedule A) Itemization

W-2 Income

Form 1040

With (Schedule E) Rental/K-1 Income

or (Schedule D)

Investment Income

Form 1040

With (Schedule C) Self-Employment Income

FORMS 1120, 1120-S & 1065

C-Coporation

S-Corporation

Partnership

Option 2: Send me an email

Email: client@westfinancial.services

Option 3: Call me

Phone: (386) 244-9100