Services

 Give us a call: 612-722-4291                   

The list below is by no means all-inclusive, please feel free to inquire about a concern if you do not see a service listed.

 

Taxes 

    Are you searching for a tax preparer that can assist you with your individual and business needs? Look no further. The Quickbooks Lady provides tax preparation services for individuals and businesses located in Twin Cities and the surrounding area. We are capable of preparing federal and state income tax returns (for all 50 states) for you. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning and return preparation 
  • Individuals 
  • Corporations 
  • Partnerships 
  • LLCs/LLPs 
  • Estates, trusts and gift 
  • Not-for-profit organizations 
  • IRS/State audits and representation 
  • Divorce and support issues 
  • Tax effects of buying/selling a business

 

What to bring to an appointment

  1. All W-2s, 1099s, and W-2Gs

  2. K-1 statements

  3. Year-end bank and mortgage statements

  4. Property tax statements for current and upcoming tax years

  5. 1095-A from the federal or state health care exchange

  6. 1095-B from your health insurance carrier or documentation
    of coverage for the year

  7. 1095-C from your employer-sponsored health insurance or documentation
    of coverage for the year

  8. All medical expenses

    • please categorize and calculate the amounts

  9. Health Saving Account (HSA) contribution and distribution amounts

  10. Brokerage statements original purchase information if not provided by your broker

    • (this includes the date of purchase, the cost, and expenses you incurred to hold
      the investments  including management or brokerage fees)

  11. Investment expenses for the current year

  12. 1098-T Higher education and scholarship/grant statements & billing transcript from
    school showing payments made during the tax year

  13. Student loan interest statement

  14. Home closing statement – if you sold a home bring the original home closing statement

  15. Income and expenses for any business

  16. Unreimbursed job expenses

  17. Dependent care provider name, address, ID, and amount you paid for each child

  18. Estimate tax payment records

  19. Bank account information for direct deposit (bank routing and account numbers

  20. Driver’s licenses or state ID for the taxpayer and spouse

New clients should also bring: 

  1. Copy of last year’s tax return
  2. Picture IDs for yourself, your spouse, and your dependents
  3. Social Security card or ITIN card for yourself, your spouse, and your dependents

Payroll

We provide several services to businesses including payroll and bookkeeping.
 
We can do your bookkeeping while you focus on growing and running your business.

Bookkeeping

We can also assist  with personal bookkeeping – making sure that bills are paid on time and financial resources are tracked for tax time. 

If you or a family member need assistance with maintaining your financial accounts, give us a call and we can discuss options and our rates for helping you gain peace of mind

Training

Would you like to learn how to use QuickBooks? We can teach you!

QuickBooks Online Wholesale