CPA Services

Full-service support beyond just taxes and bookkeeping.

At Specialty Bookkeeping, LLC, we offer a broad range of CPA services to help individuals and small businesses make informed, confident decisions year-round.

Business Advisory & Consulting

• Entity selection and formation guidance (LLC, S Corp, etc.)

• Tax strategy and cash flow planning

• Budgeting and forecasting

• Business plan financials and projections

• Loan package preparation and support

• Quarterly business check-ins
  
  

Tax Planning

• Year-round proactive tax strategy

• Retirement and education tax optimization (Solo 401(k), SEP IRA, etc.)

• Tax-loss harvesting for investors

• S Corp reasonable compensation planning

• Estimated payment planning
  
  

Tax Notice Resolution

• IRS and state tax notice response

• Payment plans and installment agreements

• Penalty abatement and audit support

• Taxpayer representation (letters and follow-up)
  
  

Financial Statement Preparation

• Compilation of GAAP or cash-basis financials

• Custom financial packages for investors or lenders

• Board-ready reporting
  
  

Real Estate & Investment Reporting

• Depreciation schedules

• Rental income & passive activity loss tracking

• 1031 exchange coordination

• Cost segregation support
  
  

Trusts & Estates

• Trust tax return preparation (Form 1041)

• Estate tax filings (Form 706)

• Beneficiary K-1 preparation

• Coordination with estate attorneys
  
  

QuickBooks Support

• QuickBooks Desktop and Online setup

• Chart of accounts design

• Troubleshooting and cleanup
  
  

Specialized Services (By Request)

• Sales tax filings

• Franchise fee reporting

• 1099 filings

• Nonprofit Form 990 preparation

• Multi-state compliance
  
  

Not Sure What You Need?

We’re happy to review your current setup and give you personalized guidance on how we can help.