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Tax Preparation Services

What records do small businesses need to give to their tax accountant to prepare their taxes.
We understand that tax time can become a very frustrating period of the year. We are here to assist in the process; updating financial records, audit preparations, processing forms and producing reports.   Our tax preparation services can relieve the stress and assist in filing your taxes on time all year long.  

Our Services Include:
  • Financial reporting review and analysis
  • Sales tax preparations
  • Year-end tax preparations
  • Corporate & Individual Tax return preparations
  • Payroll Tax returns

Our goal is to get you the best maximum tax refund!

It's simple to get your taxes prepared:

Simply scan AND upload your documents to our secured portal and B&M Financial Management Services will prepare and E-file your return!! 


How does it work: Simple steps to the process:

1. Upload your previous tax return and current tax documents via our secure portal, fax, or send via email.

2. Communicate with us via email or phone.

3. File your taxes. - Pay your invoice online, download your tax return and review with us. We will e-file your return & notify you when it is accepted.

Complete our Contact Us Form to request a free consultation of your business tax needs.