Tax preparation & bookkeeping
Our services
For individuals & businesses
We prepare individual and business tax returns by reviewing your income, expenses and supporting documents, identifying applicable deductions and credits, and explaining your filing requirements. Get a clear understanding of your return and the steps needed to complete tax season.
For business formation
Turn your business idea into a plan for getting started. Our formation consulting helps you understand business structure options, their tax implications and the requirements involved in establishing your business, so you can make informed decisions about your next steps.
For Everyday Details
Keep your business finances organized with bookkeeping that records income, expenses and financial transactions. Our payroll services support employee pay and payroll recordkeeping, giving you clearer records for day-to-day decisions and tax preparation.
The Cauldron approach
Whether you need to prepare a tax return, start a business or organize your financial records, we begin with your priorities. We explain the relevant services, the information needed and the next steps before you commit.
Let’s talkDiscuss your tax preparation, business formation, payroll or bookkeeping needs and the questions you would like us to address.
We will identify the services relevant to your circumstances and explain the information needed to begin.
Confirm the scope of services, responsibilities and next steps before work begins.
Before we begin
Learn which services we offer, what to include in your inquiry and how to get started.
Book an AppointmentYes. We provide tax preparation for individuals and businesses, along with business formation consulting, payroll and bookkeeping services.
Yes. We can discuss your tax preparation and bookkeeping needs together during your initial consultation and define the services appropriate for your business.
Provide your name, email address and the service you are interested in. A brief overview of your needs is sufficient. Do not include tax documents, Social Security numbers or banking information.
Invited clients can use Client Access to sign in to their secure portal. A public inquiry does not create a client account.
For individuals & businesses
We prepare individual and business tax returns by reviewing your income, expenses and supporting documents, identifying applicable deductions and credits, and explaining your filing requirements. Get a clear understanding of your return and the steps needed to complete tax season.
For business formation
Turn your business idea into a plan for getting started. Our formation consulting helps you understand business structure options, their tax implications and the requirements involved in establishing your business, so you can make informed decisions about your next steps.
For Everyday Details
Keep your business finances organized with bookkeeping that records income, expenses and financial transactions. Our payroll services support employee pay and payroll recordkeeping, giving you clearer records for day-to-day decisions and tax preparation.
Let’s move forward
Ready to prepare your taxes, launch a business or organize your books? Request a consultation to discuss your needs, the scope of services and how to get started.
General inquiries only.
Please do not include confidential information.
Phone: (805) 265-0168 Fax: (805) 832-6505
