Bookkeeping and Tax Services for Small Business Owners and Entrepreneurs
Running a small business means wearing many hats, bookkeeping and taxes shouldn't be one of them. At Unifirst Financial & Tax Consultants, we provide tailored bookkeeping services for small businesses and strategic tax preparation for entrepreneurs, helping you stay compliant and focused on growing your business.
Simplified Annual Bookkeeping for Self-Employed & Consultants
Clean, tax-ready books, done for you once a year.
✔ Annual income & expense review
✔ Profit & Loss and Balance Sheet
✔ Business entity structure check
✔ Tax and retirement plan discussion
Designed for Sch C filers; Self-Employed, Freelancers, and Solo consultants. Limits apply.
Reliable Monthly Bookkeeping for Small Businesses
Ongoing bookkeeping with structure, clarity, and year-round support.
✔ Custom QuickBooks Online setup
✔ Monthly transaction categorization
✔ Bank and account reconciliations
✔ Quarterly and YE financial reports
Best for: Growing business with ongoing monthly activity in need of proactive tax planning.
Self-Managed Bookkeeping With Training and Support
For business owners who want guidance—not outsourcing.
✔ Accounting System setup
✔ One-on-One Training
✔ Workflow and categorization rules
✔ Periodic review and support
Best for Simple Businesses, Schedule C Filers, and Owners who want to manage their books with confidence.
Special Discounted Pricing for New Businesses, less than 2 years
On-demand support services to help you grow your business
✔ Personalized QuickBooks 1-on1 Training, by appointment
✔ Rushed Catch up and Clean tax ready up-to-date financials
In addition to bookkeeping and tax, we offer specialized support to help your business run smoother.
✔ Full Accounts Payable Management and Vendor Tracking
✔ Full Accounts Receivable Management and Tracking
✔ Back Office Financial Recordkeeping
✔ Payroll Documentation Organization
Why Work With Us
✔ Transparent, Flat-Rate Pricing
✔ Dedicated Small Business Account Manager
✔ Secure, Encrypted Client Portal
✔ Year-Round Support, Not Just Tax Season
✔ Proactive Tax Strategy Guidance Included
You Get Year Round Proactive Tax Support
We don’t just file taxes — we help you think ahead so you can keep more of what you earn.
✔ Maximize deductions
✔ Minimize taxable income
✔ Reduce future tax liabilities
✔ Plan smarter for your business’s future
Tax Preparation & Filing for Business Owners
Accurate tax filing starts with clean books.
Our tax preparation services are designed for business owners who want filings done correctly, with proper documentation and a clear understanding of how their business income is reported.
Whether we maintain your books or prepare them separately, our focus is on accuracy, compliance, and minimizing unnecessary tax exposure.
✔ Federal and state business tax return preparation
✔ Review of income, expenses, and supporting documentation
✔ Proper reporting of business deductions and credits
✔ Coordination with bookkeeping records (if maintained by us)
✔ Filing-ready returns prepared in accordance with current tax laws
Expert Tax Preparation Services for Small Business Owners
Keep more of what you earn with strategic, accurate tax preparation for your business.
✔ Business tax return preparation
✔ Schedule C, Partnership, and S-Corps
✔ Review of income, expenses, and deductions
✔ Quarterly estimated tax review
✔ Coordination with bookkeeping records
✔ Returns prepared under current tax laws
Who This Is Best For
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Business owners who want professional tax preparation
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Self-employed individuals and consultants
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Small business owners filing a Schedule C, Partnership returns, S-Corporation returns
Important to Know
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Tax preparation is a separate service from bookkeeping
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Clean, up-to-date books help reduce prep time and issues
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Additional fees may apply for late filings, complex situations, or extensive cleanup
If your books are not maintained throughout the year, we may recommend Simplified or Monthly Bookkeeping before filing.
Our clients love us, and we've got the love notes to prove it.
Ellen C.
Vince is lovely! Easygoing, clear in his answers to my questions, patient when having to repeat himself several times. He ran down my whole list of questions and helped me get on track with my QB Online. Exactly what I needed and wanted.
Ann B.
Professional, sound advice for business tax, with timely response. Highly recommended for efficient tax assistance.
Henry A.
Vincent has been great since our first interaction. Very knowledgeable, personable and honest. I am looking forward to continue working with him and would 100% recommend his services. You will be in good hands.
Michael K.
Professional services provided and knowledgeable bookkeeper. Felt safe and comfortable utilizing his remote services.
Explore Personalized Strategies for Individuals & Affluent Families
From tax planning to retirement income and legacy protection—see how we help you keep more, grow more, and leave more.
Thinking Beyond Bookkeeping and Tax Filing? Explore Smarter Tax Planning Solutions for Business Owners and Self-Employed
Filing taxes is just the beginning. Smart business owners plan ahead to protect and grow what they’ve built.
At Unifirst Financial & Tax Consultants, we help business owners and self-employed professionals:
✔ Maximize deductions and credits year-round
✔ Create strategies to minimize taxable income
✔ Protect earnings through proactive planning
✔ Build stronger financial security with tax-efficient solutions
Strategic tax planning often includes:
✔ Setting up SEP IRAs to lower taxable income while saving for retirement and securing your future
✔ Designing Profit Sharing Plans to reward yourself and your team — and gain major tax advantages
✔ Implementing Section 125 Plans to offer employee benefits while reducing payroll taxes
If you’re ready to think beyond tax season and start building a smarter financial future, let’s explore the right strategies for your business.
Simplify Your Finances and Plan Ahead — Schedule a Free Consultation Today!
Ready to eliminate the stress of bookkeeping and taxes?
Work with a team that cares about your business’s growth — not just your filings.
Simplify and streamline your financial process
