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Financial Report

Families & Individuals

At Your Family Office we provide Services for Individuals and Families who want accurate tax returns, less stress with the IRS, and clear guidance.

Individual Tax Services

  • Individual Tax Preparation (Form 1040 + State)

  • Self-Employed & 1099 Income (Schedule C)

  • Multi-State Tax Returns

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Tax Planning & Advisory

  • Year-Round Tax Planning

  • Estimated Tax & Withholding Reviews

  • Rental Property & Investment Tax Guidance

 

IRS & State Representation​

  • IRS & State Tax Notice Review and Response

  • Audit Support & Representation

  • Tax Debt Resolution & Payment Plan Assistance

  • Amended & Prior-Year Tax Returns

  • Unfiled Tax Returns

  • Divorce/Separation Tax Considerations

  • New Homebuyer & Property Tax Questions

Businesses
Office Team Meeting

Businesses

At Your Family Office, we serve small business owners, solo practitioners, and startups who need clean books, timely taxes, and clear numbers to run their business.

Business Tax Services​

  • LLC, S-Corporation, C-Corporation & Partnership Returns

  • Coordination with Payroll Providers

  • Sales Tax Filing Support (where applicable)

  • Tax Planning for Business Owners

  • New Business & Entity Choice Guidance (from a tax perspective)

  • Cash Flow & Budget Support

  • Year-End Tax Review & Planning

 

Monthly Accounting/Bookkeeping & Financial Reporting​

  • Monthly Bookkeeping

  • Bank & Credit Card Reconciliations

  • Transaction Categorization

  • Clean-Up & Catch-Up Bookkeeping (prior months/years)

  • Monthly / Quarterly:

    • Profit & Loss (Income Statement)

    • Balance Sheet

    • Simple Explanations of What the Numbers Mean

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