Services
Bookkeeping, Tax & Accounting Support for Growing Businesses
Choice Tax & Financial provides reliable bookkeeping, accurate tax preparation, and proactive planning—so you stay compliant, close on time, and make decisions with confidence.
What we do
Core Services
Bookkeeping
Monthly bookkeeping to keep your records clean and current, including categorization, reconciliations, and clear financial reporting.
Tax Preparation & Filing
Business and individual tax preparation with accurate filings, deadline management, and documentation support to reduce stress at tax time.
Tax Planning
Year-round planning to help you minimize surprises, optimize deductions, and make informed decisions as your business grows.
Accounting & Financial Reporting
Financial statements and insights that help you understand performance, track cash flow, and plan ahead with confidence.
Additional Support
Flexible services that scale with your team—delivered remotely, securely, and on a predictable cadence.
Payroll Services
Payroll processing support, reporting, and coordination to help you pay your team accurately and on time.
Startup Bookkeeping Setup
Chart of accounts, workflows, and monthly close processes designed for early-stage growth.
Outsourced Bookkeeping
Ongoing bookkeeping support without the overhead of an in-house hire.
Business Tax Services
Entity filings, extensions, and compliance support aligned to your reporting needs.
Financial Statements
Clear monthly or quarterly statements to track performance and support lenders or investors.
Cash Flow & Forecasting
Planning support to anticipate needs, evaluate scenarios, and improve decision-making.
Engagement Options
Every business is different. We scope services based on volume, complexity, and reporting needs—so you get the right level of support.
Most common
Monthly Bookkeeping + Advisory
Custom
per month
A reliable monthly close with reporting and proactive guidance for owners and operators.
What’s Included:
Monthly reconciliations and categorization
Monthly financial statements (P&L, balance sheet)
Cash flow visibility and KPI tracking
Quarterly tax planning touchpoints
Year-end readiness and document organization
Secure, remote collaboration
Pricing depends on transaction volume, number of accounts, and service scope. We will confirm a fixed monthly fee after a brief discovery call.
Trusted by Business Owners
Clients rely on us for accuracy, responsiveness, and clear financial reporting.
★★★★★
“Choice Tax & Financial helped us close faster and understand our numbers. Their reporting is clear and consistently on time.”
Operations Manager
Professional Services Firm
★★★★★
“Tax season is no longer stressful. They are organized, proactive, and communicate exactly what they need—when they need it.”
Founder
Startup
★★★★★
“We finally have confidence in our books. Reconciliations are clean, and the guidance has been invaluable as we scale.”
Owner
Small Business
Next steps
Ready to simplify your bookkeeping and taxes?
Tell us about your business and goals. We will recommend the right service mix and outline a clear, fixed monthly scope.