Professional guidance with a personal touch.
Forte Accounting is a firm that helps you stay organized, prepared, and stress-free with dependable bookkeeping and tax services.
COMPREHENSIVE TAX &
BOOKKEEPING SERVICES
I offer a full range of services, including personal and business tax preparation, monthly or quarterly bookkeeping, compliance work like Form 1096/1099 filing, Personal Property Declarations, and more. My goal is to give you clarity, organization, and peace of mind so you always feel confident about your financial picture.
Every client’s needs are unique, so all services are fully flexible – you can work with me just for bookkeeping, just for tax work, or for a combination that fits your situation best. If you already partner with another CPA or tax professional, I’m happy to collaborate and make the process seamless. My focus is on creating a smooth, supportive experience that helps you stay prepared and stress-free throughout the year.
Monthly bookkeeping
Accurate, up-to-date books delivered every month so you always know where your business stands. I handle your ongoing financial tracking, reconciliations, and reporting to keep things organized and stress-free.
Quarterly bookkeeping
A cost-effective option for businesses that don’t need monthly updates but still want reliable, consistent financial oversight. Each quarter, I reconcile accounts, review activity, and provide clear reports to help you stay on track.
Individual tax preparation
Personalized tax preparation designed to reduce stress and maximize your peace of mind. I review your situation thoroughly, identify opportunities, and handle all the details so your return is filed correctly and on time.
Business tax preparation
Comprehensive business tax filings with careful attention to accuracy, deductions, and compliance. I make the process smooth from start to finish and help ensure your return reflects the full financial picture of your business.
Additional compliance
Filings like Personal Property Declarations and
Form 1096/1099 preparation. Also can provide support with various state and local compliance requirements that come up throughout the year. Whether it’s responding to notices, filing required forms, or helping you stay up to date with changing rules, I’m here to make sure nothing slips through the cracks.
Tax planning and projections
Proactive planning to help you understand what to expect – before tax season arrives. I provide detailed projections and guidance so you can make informed decisions, minimize surprises, and stay financially prepared throughout the year.
ACCESS YOUR FINANCIAL
DOCUMENTS ANYTIME
Our secure online portal makes it easy to upload documents, review statements, and stay connected with your bookkeeping and tax information. Access your files quickly and safely, anytime, from anywhere.
forte-accounting.com 