Our Services

Bookkeeping, Tax Preparation, and Tax Planning That Work Together

We provide the financial clarity and proactive tax strategies small business owners need to stay organized, make confident decisions, and keep more of what they earn.

Cleanup & Catch-Up Bookkeeping

Behind on your books? We'll organize and correct your records so you can move forward with confidence.

What's included:

  • Review & diagnosis of your books

  • Account reconciliation

  • Error correction & reclassification

  • Duplicate transaction cleanup

  • Historical bookkeeping catch-up

  • Tax-ready financials

Good for you if:

  • Your books are months or years behind

  • Accounts don't balance

  • QuickBooks is disorganized

  • You don't trust your numbers

Monthly Bookkeeping

Stay organized year-round with accurate books, timely reports, and ongoing support so you can always know where your business stands.

What's included:

  • Transaction categorization

  • Bank & credit card reconciliation

  • Monthly financial statements

  • Profit & loss reporting

  • Ongoing support & communication

Good for you if:

  • You want accurate, up-to-date books

  • you need clear financial reports

  • You don't have time to manage the books

  • Tax season fees stressfull

Tax Preparation

Accurate business and personal tax returns prepared with care and attention to detail. Filed on time, every time.

What's included:

  • Business tax return preparation

  • Personal tax return preparation

  • Muti-state returns

  • E-file & paper filing

  • Year-round support

Good for you if:

  • You want your taxes done right

  • You own a small business or multiple entities

  • You want to avoid penalties and costly mistakes

Tax Planning

Proactive strategies designed to reduce tax liability, increase profits, and help you plan ahead with confidence.

What's included:

  • Tax projections & scenario planning

  • Quarterly tax planning meetings

  • Entity & structure guidance

  • Deductions review & recommendations

  • Year-end tax planning strategies

Good for you if:

  • You want to legally pay less in taxes

  • You want to plan ahead, not just react

  • You're ready to grow your business strategically

How We Work

1

Discovery Call

We learn about your business and goals.

2

Review & Assess

We review your records and identify what's needed.

3

Create a Plan

We build a customized plan to get your books and taxes on track

4

Implement & Support

We handle the work and keep you informed every step of the way.

5

Ongoing Partnership

We provide year-round support and proactive strategies.

What Our Clients Say

"Highly Recommend"

I would HIGHLY recommend Joshua at Tax Pros Strategies. I don’t know how my businesses would survive without the level of expertise and professional services provided by this amazing company.

- Keenan Roberts

"Extremely Professional"

Josh was extremely professional and communicated well throughout the process. His system was easy to use and helpful to keep everything organized. Looking forward to a long-time partnership for taxes.

-Kimberly Robinson

"Extremely Satisfied"

The company's efficiency, helpfulness, and promptness have been invaluable. Their dedication is clear, and as a business owner myself. I'm extremely satisfied with the experience and excited to collaborate again next year.

-Roddrick Booker

Ready to Get Started?

Let's take the stress out of your bookkeeping and taxes so you can focus on growing your business.

No obligation. Just a conversation.

P: 469-595-7116

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