Services designed to support you at every stage of your life.
At YP Accounting & Tax, we believe great accounting goes beyond the numbers: it’s all about clarity, confidence, and having a financial partner who understands your goals.
Whether you’re a small business owner, an independent contractor, or managing personal finances, we provide tailored accounting, bookkeeping, and tax solutions that make your financial life easier.
Bookkeeping
Managing your finances shouldn’t be overwhelming. We provide clear, reliable accounting support that saves you time, strengthens your operations, and keeps your business compliant, so you can focus on growth with confidence.
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Keep your financial records accurate, organized, and up to date.
Our bookkeeping services handle daily transactions, reconciliations, monthly reports, and year-end prep, giving you complete clarity and peace of mind. -
Strategic financial oversight for stronger decision-making.
From cash-flow management to budgeting, forecasting, and financial analysis, our controller services help you understand the story behind your numbers and guide your business toward sustainable growth. -
Reliable, efficient payroll, done right and on time. We manage payroll processing, compliance, remittances, and employee documentation to ensure smooth operations and prevent costly errors.
Tax Prep
Tax season shouldn’t be stressful. We help you file accurately, maximize eligible deductions, and stay fully compliant- so you keep more of what you earn and avoid unwanted surprises.
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Keep your financial records accurate, Professional tax preparation for individuals, freelancers, and small businesses, including LLCs, S-corps, partnerships, and C-corps. We ensure your return is accurate, optimized, and filed on time.
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Clear, compliant tax support for contract workers and businesses working with 1099 labor. We handle reporting requirements and deductions to make sure everything aligns with current regulations.
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Accurate, timely sales tax filing to keep your business compliant. We manage calculations, submissions, and deadlines so you can focus on running your business without the administrative burden.
Tax Planning & Strategy
Smart tax planning helps you keep more of your money, not just at year-end, but all year long. We work with you to build a proactive strategy that minimizes your tax burden and supports your long-term financial goals.
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We identify every deduction and credit you’re eligible for, ensuring nothing gets overlooked. Our goal is to reduce your taxable income and increase your savings with full accuracy and compliance.
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For clients with more complex needs, we employ strategic techniques such as capital loss harvesting, 1031 exchanges, and other proven methods to minimize tax liability and support wealth growth.
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Your financial life is unique. We create a tailored tax plan designed around your personal and business goals, offering year-round guidance to help you make informed decisions and stay ahead of the curve.
How it works:
Getting started with us is easy. We keep everything organized and online, walking you through each step- from your discovery call to your completed return- so the entire experience feels simple and stress-free.
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We primarily use email or text to speak with clients, with phone calls and Zoom meetings being fairly rare. This increases our efficiency, as well as gives us a record of conversation to refer back to when referencing information.
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We can talk about your business’s bookkeeping and tax needs and see if we’re a good fit. Texting and emailing are also welcome.
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Select the proposal that best suits your needs from Anchor, sign the engagement letter, and make automatic payments.
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We’ll get you setup with our client portal systems.
Double Portal for accounting - where you can answer transaction questions and review financial reports.
KarbonHQ for taxes - where you can fill out an tax organizer, send/receive documents, and view your tax return.
These features can be accessed through each portal’s mobile app as well. -
Bank statements and documents are due each month. Monthly bookkeeping fees are due on the 1st of each month and will require a card on file to be charged.
Please be ready to provide view only access to each bank account.
We use QBO. If there is no current subscription, we can get you setup!
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To ensure sufficient time to complete personal individual tax returns, all relevant tax documents are due by 03/15 to ensure completion by the tax deadline.
All businesses are required to submit trial balance, complete set of finalized financial statements, and other relevant tax documents by 02/15 to ensure completion by the tax deadline.
Please note if not finalized, there will be a bookkeeping cleanup charge at the hourly rate. -
Once the tax return is complete, a copy of the return and invoice will be uploaded to the client portal for your review. We can also go over any further questions.
In order to finalize the return, payment must be made before e-file can submitted.
