Your Finances Shouldn’t Be a Puzzle.

At Puzzle Solution Accounting & Tax,

you work directly with a dedicated CPA who helps you put all the pieces together:

✔ Accounting

✔ Taxes

✔ Financial Planning

With everything aligned, you’ll see the full picture and make confident decisions.

Schedule a Free Consultation

Who I Help

As an experienced CPA, I specialize in supporting small business owners who want to focus on growth - not paperwork.

If you’re juggling day-to-day operations and struggling with:

  • Bookkeeping - Stay organized with accurate financial records.

  • Sales Tax Filing - Avoid costly mistakes and late penalties.

  • Income Tax Filing - Maximize deductions and file with confidence.

I’m here to make your financial life easier, so you can spend more time doing what you love. 

What Services

  • Bookkeeping

    - Transactions recording

    -Account reconciliation

    - Classification

    - Financial statement preparation

    - Monthly review

  • Sales Tax Filing

    - Prepare and file sales tax returns

    - Reconcile sales tax liability

    - Maintain compliance with jurisdiction

    - Manage notices

    - Assist with tax related questions

  • Income Tax Preparation & Filing

    - Business and/or Individual tax return

    - Document review

    - E-filing

    - Estimated tax calculations

    - Year-end strategy

    - Tax Planning

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Why Choose Me

  • Consultation - Schedule a free initial meeting to discuss your needs.

  • Engagement Letter - Clear agreement outlining services and pricing.

  • Documents - Securely share your financial information.

  • Delivery - Receive accurate reports, filings, and peace of mind.

How It Works

  • Experienced CPA - Years of expertise in accounting and tax solutions.

  • Personalized Solutions - Tailored strategies for your unique business needs.

  • Expert Guidance - Clear advice to help you make confident financial decisions.

  • Stress-Free Process - From start to finish, I handle the details so you can focus on what matters most.

FAQs

  • Daily Tasks

    • Record transactions

    • Monitor cash flow

    • Answer urgent queries

    Weekly Tasks

    • Reconcile accounts

    • Review receivables/payables

    • Provide quick performance snapshots

    Monthly Tasks

    • Close the books

    • Generate financial statements

    • Analyze variances

    • File monthly tax obligations

    Quarterly Tasks

    • Quarterly financial review

    • Tax filings

    • Update forecast

    Annual Tasks

    • Year-end close

    • Annual financial statements

    • Income tax preparation

    • Strategic planning

  • Bookkeeping is the foundation of tax planning. With accurate financial statements, I can provide proactive tax planning services designed to minimize your tax liability and keep you compliant. These include:

    • Entity structure review for tax-efficiency

    • Year-end tax planning to optimize deductions and credits

    • Quarterly estimated tax calculations to avoid penalties

    • Timing strategies for income and expenses

    • Retirement plan and benefit strategies to reduce taxable income

    • Tax credit and deduction optimization, including industry-specific credits

    • Long-term planning for growth, succession, and potential sale of the business.

    My goal is to help you plan ahead, not just react at tax time.

  • Communication is clear, consistent, and proactive. I make sure you always know where your finances stand and what actions are needed:

    • Regular updates: Monthly financial reports and tax planning insights.

    • Scheduled check-ins: Quarterly meetings to review performance and upcoming tax obligations.

    • Open channels: email support for quick questions with prompt responses

    • Proactive alerts: Immediate outreach If I see tax-saving opportunities or compliance issues

    I keep you informed and confident — without overwhelming you with unnecessary details.

  • Service Model – Hybrid (Monthly + Annual Tax Fees) 

    Tier 1 – Essential Bookkeeping 

    • Monthly bookkeeping 

    • Account reconciliation 

    • Financial Statements 

    • Email Support 

    Price  

    • Up to 100 transactions -> $250/month 

    • 100 – 200 transactions -> $450/month 

    • 200 – 300 transaction -> $600/month 

    • 300+ transactions -> Custom quote  

    Tier 2 – Compliance Package 

    Includes everything in Tier 1 plus: 

    • Sales tax filing ($100 monthly/$150 quarterly) 

    • Annual business tax return ($500/Single member LLC or Schedule C, $750/S-Corp or Partnership, $1000/C-Corp) 

    • Annual personal tax return ($300, optional add-on) 

    • Year-end review meeting 

Contact Us

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