Tax season doesn’t have to be overwhelming. At B&M Financial Management Services, we specialize in helping small business owners and self-employed professionals prepare their finances for tax time with clarity and confidence.
​
Whether your books are a little behind — or a lot — we’ll step in to clean up, organize, and prepare accurate financial reports so you’re ready to file without the last-minute scramble.

 Our Tax Prep Support Includes:

  • QuickBooks Review & Cleanup
    We’ll review your books for accuracy, fix errors, and categorize transactions properly.
  • Reconciliation of Accounts
    Ensure your bank, credit card, and loan accounts are fully reconciled and accurate.
  • Profit & Loss / Balance Sheet Reports
    We’ll generate the reports your tax professional needs — clear, detailed, and tax-ready.
  • Contractor & 1099 Review
    Ensure your contractor payments are correctly recorded and 1099 forms are handled properly.
  • Year-End Guidance
    We’ll walk you through any last steps to close out the year and get organized for the new one.

​Who This Service Is For:​

Why Work With Us:​
  • Business owners who need help cleaning up their books before filing
  • Freelancers and gig workers looking to get organized for self-employment taxes
  • Anyone who wants peace of mind and accurate records when working with a tax preparer or accountant
  • 15+ years of experience in bookkeeping and financial management
  • QuickBooks Certified ProAdvisor
  • Personalized, judgment-free support
  • We work alongside you or your tax preparer to ensure everything’s in order

Don’t Wait Until the Deadline

Tax season comes fast — let’s get ahead of it together. Our Tax Season Preparation service saves you time, reduces stress, and helps you avoid costly errors.​

📞 Book Your Tax Season Prep Session Today

​Special Offer​

Sign up now and receive 10% off your Tax Season Prep when bundled with a QuickBooks Support Session.

​Use Code: ​SAVE10

What Clients are Saying:

​"We are very satisfied with choosing your company to provide our bookkeeping services. With your vast knowledge and experience, you were able to create an organized accounting system - which we continue to follow, collect on our past-due billings and consult with us on our accounting issues. Thank you for your support."

Maurice, President, Ecom Works, Inc.
"The QuickBooks training was very informative and easy to understand. I would certainly recommend the training services."

Joan Newton JB Cruise & Tours, Inc
"It was great learning the basic function of using QuickBooks software program. Theresa answered all our questions and navigated through each feature of the program. It was a pleasure training with her. She made it easy and less scary. I would definitely recommend her."

Ann & Barbara,  JEM Architectural, Inc
Follow Us
Copyright © 2024 - 2030 B&M Financial Management Services, LLC