Tax Preparation & Bookkeeping Services for U.S. Clients

Individual & Business Tax Preparation

Accurate, compliant, and optimized tax filing for individuals and small businesses.

Whether you're filing a simple Form 1040 or managing tax obligations for an LLC, sole proprietorship, or partnership, we ensure your returns are complete, accurate, and aligned with IRS requirements.

Our Tax Preparation Services Include:

Individual Tax Returns (Form 1040 + Schedules)

We prepare complete tax filings covering:

W-2 and 1099 income
Self-employment earnings
Itemized deductions
Capital gains & investment reporting
Rental income
Crypto transactions
Education, dependent, and family-related credits

Business Tax Returns (LLCs, Sole Props, Partnerships)

We support small business owners with:

Annual federal tax filings
Business deduction maximization
Estimated tax calculations
Preparation of key schedules and forms
IRS-compliant financial reporting

Each return is reviewed for accuracy, deduction optimization, and IRS compliance.

What You Gain

Accurate and timely filings

Reduced risk of IRS issues

Strategic tax positioning

Optimized deductions and credits

Monthly QuickBooks Bookkeeping

Organized, transparent, and up-to-date financial records — every month.

We manage your books so you can focus on running your business. Our monthly bookkeeping service ensures that your financials stay accurate, reconciled, and ready for tax filing or decision-making.

Monthly Bookkeeping Includes:

Transaction Categorization

Every income and expense is properly categorized to ensure accurate reporting and tax optimization.

Bank, Credit Card & Merchant Reconciliations

We reconcile all accounts monthly, maintaining financial accuracy and preventing discrepancies.

Financial Statements

You receive:

Monthly Profit & Loss (P&L)
Balance Sheet
Cash Flow summaries

These give clear insights into business performance.

A/P & A/R Management

We track unpaid bills, outstanding invoices, customer receipts, and vendor balances to maintain financial clarity.

Dedicated Monthly Support

Timely responses, financial updates, and guidance based on your business needs.

What You Gain

Clean, audit-ready books

Better decision-making

Stress-free year-end tax filing

Improved cash flow visibility

QuickBooks Cleanup & Corrective Accounting

Restore accuracy, eliminate errors, and regain full control of your financial data.

Ironcrest Strategic Advisors specializes in cleaning up messy, outdated, or inaccurate QuickBooks files. Whether you are behind a few months or several years, we rebuild your financial records with precision and IRS-ready compliance.

Our Corrective Accounting Process Includes:

Missing or outdated months of bookkeeping

We update all unrecorded months, creating complete and accurate financial history.

Bank feed & reconciliation issues

We fix bank feed errors, remove duplicates, and reconcile every account fully.

Correcting categorization errors

Misclassified transactions are corrected to align with IRS rules and best practices.

Profit & Loss statement reconstruction

We rebuild accurate, meaningful P&L statements for better performance insights.

Balance sheet correction

We fix asset, liability, equity, and retained earnings misstatements.

Cash flow adjustments

We correct cash flow tracking for accurate visibility into operational performance.

A/P & A/R cleanup

We correct outstanding vendor and customer balances, unapplied payments, and open bills.

Multi-year cleanup & historical reconstruction

We rebuild multiple years of financials accurately for tax filing or financing needs.

Chart of accounts realignment

We restructure or rebuild your chart of accounts for clarity and compliance.

Catch-up bookkeeping

We bring all books up to date quickly and accurately.

What You Gain

Clean, IRS-ready financials

Accurate reporting for taxes, loans, and investors

Confidence in business decision-making

A reliable financial foundation moving forward

Tax Advisory & Planning

Proactive strategies to save money, reduce liabilities, and stay compliant.

Tax planning isn't just about filing — it's about using the tax code strategically throughout the year. Our advisory services help individuals and businesses make financially smart decisions with long-term benefits.

Our Advisory Services Include:

Business Tax Strategy

LLC vs S Corp comparisons
Self-employment tax reduction
Deduction and credit optimization
Quarterly estimated tax planning

Individual Tax Planning

Retirement planning (IRA, SEP, Solo 401k)
Investment tax efficiency
Real estate tax strategies
Capital gains planning

IRS Compliance Support

Guidance on maintaining proper records, avoiding common IRS red flags, and preparing clean, compliant returns.

Bookkeeping, Reporting & Workflow Consultation

We help you structure financial systems for efficiency, accuracy, and scalability using QuickBooks and modern financial tools.

What You Gain

Lower taxes legally

Future-proof financial strategy

Reduced IRS risks

Better business and personal financial decisions

Business Formation & Advisory

Set up your business the right way—with accurate structure, clean financial systems, and long-term compliance.

Starting a business in the United States requires more than just paperwork. You need the right entity structure, proper IRS registration, and a reliable financial framework from day one.
Ironcrest Strategic Advisors provides end-to-end support to help entrepreneurs launch with confidence, compliance, and clarity.

Our Business Formation & Advisory Services Include:

LLC Formation Assistance

We guide you through the process of forming a Limited Liability Company (LLC), ensuring proper:

State selection
Filing requirements
Operating structure
Ownership classification

We help you choose the setup that supports tax efficiency, legal protection, and future scalability.

EIN Registration Support

We assist in obtaining your Employer Identification Number (EIN) from the IRS, enabling you to:

Open a U.S. business bank account
Hire contractors or employees
File federal and state tax returns
Build business credit

Accurate EIN registration prevents future delays and compliance issues.

Accounting System Setup (QuickBooks or Preferred Software)

Your accounting system forms the backbone of your business.
We:

Configure your QuickBooks account
Set up the chart of accounts tailored to your industry
Establish income, expense, and vendor categories
Integrate banking and payment systems

This gives you clean, consistent, automated financial tracking from day one.

Financial Workflow Design

We design customized financial workflows to streamline how money moves through your business.
This includes:

Billing & invoicing workflows
Expense tracking systems
Cash flow monitoring
Month-end processes
Automation opportunities

The result is a seamless financial operation with fewer mistakes and faster reporting.

Digital Filing & Documentation Systems

We help you build secure, organized digital systems for storing financial documents, receipts, tax records, and business agreements.
This includes:

Cloud storage setup
Document classification structures
Secure access permissions
Automated receipt-capture processes

An organized digital system saves time, reduces errors, and ensures your business stays IRS-ready.

What You Gain

A professional, compliant business setup

Faster launch and smoother operations

Clean financial systems from day one

Efficient workflows that reduce errors

IRS-ready documentation and structure

A strong foundation for long-term growth

Our Services

Individual & Business Tax Preparation

Our Tax Preparation Services Include:

Individual Tax Returns (Form 1040 + Schedules)

Business Tax Returns (LLCs, Sole Props, Partnerships)

What You Gain

Monthly QuickBooks Bookkeeping

Monthly Bookkeeping Includes:

Transaction Categorization

Bank, Credit Card & Merchant Reconciliations

Financial Statements

A/P & A/R Management

Dedicated Monthly Support

What You Gain

QuickBooks Cleanup & Corrective Accounting

Our Corrective Accounting Process Includes:

Missing or outdated months of bookkeeping

Bank feed & reconciliation issues

Correcting categorization errors

Profit & Loss statement reconstruction

Balance sheet correction

Cash flow adjustments

A/P & A/R cleanup

Multi-year cleanup & historical reconstruction

Chart of accounts realignment

Catch-up bookkeeping

What You Gain

Tax Advisory & Planning

Our Advisory Services Include:

Business Tax Strategy

Individual Tax Planning

IRS Compliance Support

Bookkeeping, Reporting & Workflow Consultation

What You Gain

Business Formation & Advisory

Our Business Formation & Advisory Services Include:

LLC Formation Assistance

EIN Registration Support

Accounting System Setup (QuickBooks or Preferred Software)

Financial Workflow Design

Digital Filing & Documentation Systems

What You Gain