Financial Services
Finances don’t have to be complicated
Clarity and confidence with your money. Our financial services are here to simplify tax preparation, maximize savings, and guide you through every detail with care. Whether you’re an individual or a business owner, we make the numbers feel less overwhelming, so you can focus on living and growing.
Income Tax Preparation
& Planning
We offer tax preparation for:
Individual, Sole-Proprietor, LLC, Corp, S-Corp, Partnership, Trust, Non for Profit
As well as:
Payroll, Quarterly Federal/State filings, Sales Tax, Employee Withholding, HUT, 1099/1096 & W2/W3 Preparation
Bookkeeping
We offer bookkeeping for your business income and expense records, for your year end financial reports. We recognize that it is hard to run a business and also have the free time to keep everything in order. Please reach out to us, when you're ready to take that burden off your shoulders.
Life & Tax Accountancy Packages
We offer a variety of accounting packages, suited to your particular personal & business needs. Your personal life P&L is just as important as your business P&L! Please contact the office to discuss what will best assist your needs, so that you are running smoothly. We customize to meet the needs of our valued clients.
Business Formation & Mentorship
Whether you choose an LLC, Corporation, Partnership, or Non-Profit we are here to take the reins and get everything set for you. It can be an overwhelming lengthy process, leave the hard work to us. Heidi does offer her expert guidance in starting and maintaining a small business.
Add On Healing Services
At Heidi The Tax Lady, LLC, we believe true success is about balance, both financial and personal. That’s why Heidi offers optional healing services to support your overall well-being. From stress relief to clarity and peace of mind, these add-on services create space for you to feel grounded while managing life’s financial responsibilities.