Simplicity and effectivity is our motto!

Services

Simplicity in Services and Effective results in your financial future!

Tax Preparation and E-File for an Individual -$139

Tax Preparation and E-File for a Married Couple - $169

One-Hour Business Finance & Bookkeeping Consultation - $99

Consulting

Personalized consulting to enhance your financial decisions.

Tax Services

Comprehensive tax solutions ensuring compliance and savings.

Services

Simplicity in Services and Effective results in your financial future!

Please note: All tax and bookkeeping services are provided 100% online via video, phone, or email, based on your preference.

Details of each service offered:

1: Tax Preparation and E-File for an Individual

Perfect for employees, freelancers, or anyone who wants to take the stress out of tax season.

Service includes (no fine print) what you see is what you receive:

Personalized consultation to review your W-2s, 1099s, and other income documents.

Full tax preparation and federal e-file completed by a professional—no confusing online forms or guessing games.

Deduction checkup to ensure you’re not leaving money on the table.

Direct support for any questions about withholdings, dependents, credits, or life changes that might affect your return.

Secure document handling to keep your financial information safe and private.

Peace-of-mind guarantee: your return is reviewed twice for accuracy before submission.

Ideal for individuals who want to save time, reduce errors, and get a clearer picture of their financial year all while staying compliant with IRS requirements.

2: Tax Preparation and E-File for a Married Couple

A great choice for couples filing jointly who want to simplify their finances and make sure every credit and deduction is maximized.

Service includes (no fine print) what you see is what you receive:

Joint consultation to review both incomes, investments, and deductions.

Federal and state tax preparation and e-file handled professionally and securely.

Comprehensive review of family-related credits, including Child Tax Credit, Earned Income Credit, and dependent deductions.

Evaluation of itemized vs. standard deductions so you always get the higher refund or lowest liability possible.

Advice on future planning how to adjust withholdings, estimate taxes, or prepare for next year with more confidence.

Secure, electronic submission and record retention for your convenience.

Perfect for busy families or dual-income households who want accurate, stress-free filing with real human support (not a chatbot or 1-800 number).

3 One-Hour Business Finance & Bookkeeping Consultation:

For small business owners, independent contractors, and entrepreneurs who want to get a handle on their books without feeling overwhelmed.

Your session includes:

- A one-on-one, 60-minute consultation with a bookkeeping and finance professional focused on your business goals.

- Review of your current bookkeeping system (QuickBooks, spreadsheets, or manual logs) to identify pain points and cost-saving opportunities.

- Tax readiness review: ensure your records are organized for smooth, compliant tax filing.

- Customized recommendations for recordkeeping, expense tracking, payroll setup, or invoicing workflow based on the size and stage of your business.

- Cash flow insights to help you plan for slow seasons and growth periods.

Optional add-on services available at discounted rates if you decide to continue ongoing bookkeeping, payroll, or tax support.

This is a practical, judgment-free way to take control of your finances, understand where your money is going, and set up better systems no jargon, no pressure. You’ll leave with actionable next steps and renewed confidence about your numbers.

Why our Customers Love This Service

Straightforward, friendly communication from a real local professional.

No hidden fees or upsells just clarity and support.

Designed to save time, money, and the headaches that come from trying to DIY taxes or bookkeeping.

Great for individuals, couples, and small business owners looking to simplify their financial lives.

About Checking Tax LLC

Checking.tax simplifies finances for individuals, couples, and small businesses with clear, stress-free tax and bookkeeping services. Built on the belief that financial confidence starts with understanding, the firm offers practical guidance, accurate filing, and judgment-free support all year round. From helping freelancers organize receipts to assisting families with joint returns or small business owners managing payroll, Checking.tax focuses on clarity, accuracy, and peace of mind. Clients appreciate the approachable communication style, transparent pricing, and commitment to turning numbers into confidence not confusion.