Do you handle my taxes too, or just the bookkeeping?
The firm handles both. Because Simona Leppala is a CPA and Enrolled Agent, tax expertise is built into the bookkeeping relationship from the start.
Throughout the year, the firm handles your books in QuickBooks Online and keeps an eye on the tax picture as it develops. When something comes up that affects your taxes, you hear about it while there is still time to do something about it. That ongoing tax awareness is part of how small business bookkeeping services work here.
At tax time, the firm prepares your personal federal and state tax returns. For sole proprietors and single-member LLCs, that includes the Schedule C that reports your business income and expenses. Your books feed directly into the return, prepared by the same person who kept them all year.
The firm also handles tax planning and strategy conversations throughout the year, not just at filing time. And because Simona is an Enrolled Agent, she can represent you before the IRS if a notice or audit comes up.
The firm does not prepare separate business entity returns. If your business is structured as an S-corporation, partnership, or C-corporation, those returns (Form 1120-S, 1065, or 1120) would need to be filed by another preparer. The tax work here focuses on personal returns and the tax planning that goes with running an owner-operated service business.
For most sole proprietors and single-member LLC owners, this means everything is handled in one place. Your bookkeeping, payroll, 1099s, tax planning, and personal tax return all come from the same firm, prepared by a credentialed professional who knows your numbers.
If you are not sure how your situation fits, reach out for a consultation and we can talk through the specifics.
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More Questions
Why use an outsourced bookkeeper instead of hiring in-house or doing it myself?
Each option has trade-offs: DIY costs time and risks errors, in-house hiring is expensive and may lack tax expertise, and outsourcing gives you scaled costs with professional depth. An outsourced CPA and Enrolled Agent handles bookkeeping with tax in mind from the start.
Read answerWhat retirement plan shelters the most tax for a high-earning practice owner?
For the highest shelter, a defined benefit or cash balance plan can exceed $265,000 annually. But a Solo 401(k) or SEP-IRA may fit better depending on your income, age, and whether you have employees.
Read answerWhat happens if I misclassify a worker in Massachusetts?
Massachusetts takes worker misclassification seriously. A misclassified worker can recover triple damages for lost wages and benefits, plus attorney fees. You also owe back payroll taxes, and the Attorney General can enforce this independently.
Read answerHow do I handle insurance reimbursements and patient receivables in my books?
The key is tracking what you bill, what insurance pays, the contractual adjustment between them, and the patient portion still owed. Set up your books to show all three pieces separately so you know what the practice actually earns and collects.
Read answerHow do I write off my truck and equipment as a landscaper or contractor?
Section 179 expensing and 100 percent bonus depreciation let you deduct the full cost of qualifying equipment and vehicles in the year you buy them. For trucks, you also choose between actual expenses and the standard mileage rate, which is 72.5 cents per mile for 2026. Clean records of purchases and mileage make the deductions hold up.
Read answerHow do I keep accurate books with high daily volume and thin margins?
Reconcile your POS sales daily, track food and labor costs as percentages of revenue weekly, and close your books within two weeks of month end. Small errors compound fast when margins are tight, so accuracy depends on catching problems while you still remember what happened.
Read answer