Services

Personal Tax Returns

Comprehensive Tax Preparation: Preparing and filing accurate federal, state, and local tax returns, ensuring all eligible deductions and credits are maximized.
Tax Planning & Advisory: Offering personalized tax strategies to help minimize liabilities and optimize financial outcomes for the future.

Monthly Financial Statement Preparation: Organizing and delivering clear, easy-to-understand financial statements every month.
Transaction Categorization & Reconciliation: Accurately recording, categorizing, and reconciling all business transactions.

Accurate Payroll Processing: Ensuring timely and precise payroll calculations, including tax withholdings, employee deductions, and direct deposits.
Compliance with Tax Regulations: Managing payroll taxes, ensuring compliance with state and federal regulations, and handling year-end W-2 and 1099 forms for employees and contractors.

Accurate Quarterly Payments: On The Penny Tax and Bookkeeping ensures precise calculations for your quarterly estimated tax payments, helping you avoid underpayment penalties and manage cash flow effectively throughout the year.
Strategic Tax Planning: With expert insight, On The Penny Tax and Bookkeeping provides tailored tax planning advice, ensuring you only pay what’s necessary while maximizing deductions, making tax time less stressful and more predictable.
Estimated tax is done on a quarterly basis. When it’s time to pay estimated tax you will go in and meet with June.

Comprehensive Sales Tax Management: On The Penny Tax and Bookkeeping keeps track of state and local sales tax rates, accurately calculating and reporting sales tax to ensure compliance and prevent costly penalties.
Streamlined Filing and Remittance: We simplify sales tax filings and remittances, helping you focus on running your business while we handle timely submissions and documentation.

Personalized Life Insurance Planning: On The Penny Tax and Bookkeeping offers tailored life insurance guidance, aligning your policy with your financial goals to protect your family’s future.
Tax-Efficient Strategies for Life Insurance: We help integrate life insurance into a broader financial plan, ensuring tax advantages are maximized for both your current needs and long-term security.