Experto Tax & Bookkeeping

1099-NEC contractor filings

Contractor payments tracked all year and 1099-NECs issued and filed by the January deadline, with W-9s collected up front.

Accounts payable & bill pay

Vendor bills entered, approved and scheduled, with nothing paid twice and nothing paid late.

Accounts receivable & invoicing

Invoices out on time and followed up consistently, so revenue turns into cash in the bank.

Bank & credit card reconciliation

Every account reconciled on a set schedule, so your reports match reality before you make decisions on them.

Catch-up & clean-up bookkeeping

Months or years behind? We rebuild the records, reconcile everything and get you filing-ready.

Monthly bookkeeping

Your books closed every month with bank feeds and receipt capture, so you always know where the business stands.

Monthly financial statements

Profit and loss, balance sheet and cash flow delivered monthly, in a format you can actually read and use.

Payroll processing

Payroll run on schedule with federal and state deposits, Forms 941 and 940, and year-end W-2s filed on time.

Sales tax returns

Sales tax calculated, filed and paid in every state where you have a filing obligation, on each jurisdiction’s own schedule.

Back taxes & payment plans

Unfiled years brought current and an installment agreement or offer negotiated, with penalty abatement requested where it applies.

Business tax returns (1120, 1120-S, 1065)

Federal and state returns for corporations, S-corporations and partnerships, prepared accurately and filed on time.

Individual tax returns (1040)

Personal returns including Schedule C, rental property and investment income, checked against every credit and deduction you qualify for.

Multi-state tax filings

Apportionment and filing across every state you operate in, including remote employees and out-of-state revenue.

Quarterly estimated taxes

Estimates calculated each quarter from real numbers, so you avoid underpayment penalties and April holds no surprises.

Reasonable compensation analysis

The owner salary that stands up to IRS scrutiny while keeping your distributions efficient — documented, not guessed.

State & local tax (SALT)

Franchise taxes, gross receipts taxes and city filings — the local obligations national software routinely misses.

Year-end tax planning

A working session before December 31, while there is still time to act on retirement contributions, equipment purchases and income timing.

Business formation & EIN

Entity formed in the right state, EIN obtained, and the federal and state registrations completed so you start clean.

Chart of accounts design

A chart of accounts built around how your business actually makes money, so the reports answer real questions.

Financial statement compilation

Compiled financial statements prepared to professional standards for your bank, your board or your investors.

Financial statement review

A review engagement where a lender or investor needs more assurance than a compilation but does not require a full audit.

State annual reports & registered agent

Annual reports and franchise filings kept current so your entity stays in good standing with the state.

Budgeting & business plans

Numbers that stand up — for the bank, for investors, or for deciding whether the next hire pays for itself.

Business sale & succession planning

Selling or transitioning? Planning the structure early is regularly worth six figures in tax.

Cash flow forecasting

A rolling cash view plus a 12-month forecast, so payroll, tax payments and slow months stop being surprises.

Outsourced CFO & controller

Senior financial oversight without a full-time hire: KPIs, margin analysis, pricing and the decisions that move the needle.