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SM Accounting

Bookkeeping and Taxes Done Right

Bookkeeping and taxes don’t need to be complicated. We handle your books, prepare your US tax returns, and keep everything organized so you can focus on running your business. 


Watch the video to see how our simple process works.

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Bookkeeping

A simple three-step process that keeps your bookkeeping accurate and easy to manage.

Step 1

Finance Advice
Bookkeeping

We manage your monthly bookkeeping and keep your financial records organized and up to date. Each transaction is carefully categorized so your books remain accurate and reflect the true financial position of your business.



Step 2

Review & Client Input

We review transactions to ensure they are properly categorized and supported. When additional context is needed, we follow up with concise clarification questions so your financial records remain accurate and reliable.


Step 3

Reporting & Insights

Once your books are finalized, we reconcile your accounts and prepare clear financial reports. We then send you a curated summary highlighting key metrics and insights so you have visibility into your cash flow, profitability, and overall financial performance.


Business Taxes

We prepare US tax returns for a wide range of entities, including C-corporations (Form 1120), S-corporations (Form 1120-S), LLCs, and individual returns (Form 1040). When combined with our bookkeeping services, your financial records stay organized and your tax filings can be prepared efficiently and accurately.


Step 1

Finance Advice
Gather Information

We gather the financial information and documentation needed to prepare your business tax return. This includes your finalized bookkeeping reports along with any additional records required to prepare federal and state tax filings.



Step 2

Tax Preparation

We prepare your US business tax returns carefully to ensure income, deductions, and other tax items are reported accurately. Our goal is to deliver compliant, well-prepared federal and state filings so you can have confidence that your business taxes are handled properly.

Step 3

Review & Finalize

Once your returns are prepared, we conduct a final review before filing with the appropriate federal and state tax authorities. We take a holistic approach by considering both your business and personal tax situation together to ensure your filings are aligned and reflect your overall tax position.


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