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.
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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.

 What’s Typically Included in Tax Season Preparation Services:

• Year-end account reconciliation
  
• QuickBooks cleanup (minor)
  
• Review and fix categorization issues
  
• Generate accurate P&L, Balance Sheet, and General Ledger reports
  
• Review 1099 vendor setup and export data for filing
  
• Confirm sales tax or payroll tax filings are up to date
  
• Provide accountant access or export QuickBooks file
  
• Offer a checklist for missing documents and income/expense summaries
  

​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
  

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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

Schedule Your Free Consultation ►

​Special Offer​

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

​Use Code: ​SAVE10

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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