Beyond Tax & Bookkeeping LLC

our services

Bookkeeping & Tax Preparation

Whether you are a start-up or an established small business, you can count on our complete accounting and bookkeeping solutions.

-QuickBooks set up and support

-Payroll Services

-Financial Statements Preparation

-Annual Tax Preparation and Filing

-Quarterly Tax Planning

-And more...Contact Us Today!


As your CPA, we prepare your tax returns accurately and electronically file them timely, but also find ways to save you money.

-Business tax preparation

-Individual tax returns: US and international

-Estate and trust tax returns

-Tax returns for non-profits

-Multi-state tax preparation

- And more...Contact Us Today!


New Business Formation or Restructuring

You are an entrepreneur ready to start your business but not sure what the initial steps are.  Don't worry! We are here to help you make your business dream come true.  We offer professional recommendation and advice so you can choose the business structure that best serves your needs and fosters success from the beginning.  We also take care of all the filings to form your business entity.

Contact Us Today!


Tax Planning and Consulting

The US tax laws are constantly changing and updating. We provide proactive tax strategies throughout the year so you can get all the available tax breaks and save as much of your hard-earned money as possible.

-Minimize taxes for businesses and individuals

-Income tax planning

-Estimated tax payments to avoid penalties and interest


As a business owner, you need a CPA as your trusted advisor to guide you to achieving your financial goals and business decision making.  Our consuling services can help you...Contact Us Today!




Tax tips from our firm

Home office deductions

Millions of American business owners may be qualified to claim this deduction. Unfortunately, home office expenses may be one of the most misunderstood deductions. Let us help you save on taxes by maximizing your business deductions! 


Vacation Home

If you own or are considering buying a vacation home, there are many ways to benefit from a secondary residence.  If you rent it out for less than 15 days of the year and otherwise use it personally, your rent income is tax free and there is no need to report it.

Let us help you prepare your tax return!

Self-employed? Which retirement plans should you choose?

If you are self-employed and want to save for your retirement while lowering your taxes, there are two popular plans you can consider: SEP IRA and Solo 401(k).  Not sure which fits you better? Contact us today so we can help you determine which would be the better choice based upon your specific situation.