SERVICES SECTION
Bookkeeping Service
Our bookkeeping services are designed for business owners who want clean, reliable financial records without micromanaging the process. We focus on accuracy, organization, and systems that support informed decision-making.
Ongoing Monthly Bookkeeping
We maintain your books consistently, ensuring your financial information is always current and reliable.
Monthly services include:
- Transaction categorization
- Bank and credit card reconciliations
- Monthly financial statements
- General ledger maintenance
- Cleanup of prior-period discrepancies
You’ll always know where your business stands.
Financial Reporting & Business Insights
We don’t just deliver reports — we help you understand them.
Reporting includes:
- Profit & Loss statements
- Balance sheets
- Cash flow summaries
- Quarterly financial reviews
Perfect for business owners who want clarity without overwhelm.
QuickBooks Online Setup & Cleanup
For new businesses or disorganized books, we provide professional setup and cleanup services to establish a solid foundation.
Services include:
- QuickBooks Online setup
- Chart of accounts customization
- Historical cleanup and corrections
- Transition from spreadsheets or other software
A clean system now prevents costly issues later.
Individual Tax Preparation
Tax preparation is more than filing forms — it’s about creating clarity, compliance, and long-term financial confidence. We provide thoughtful, detail-driven tax services tailored to individuals, families, and business owners who want accurate reporting and proactive guidance.
We prepare federal and state individual income tax returns with precision and care, ensuring all income, deductions, and credits are properly reported.
Services include:
- Form 1040 preparation
- Itemized deductions & credit optimization
- Multi-state considerations
- Investment & retirement income reporting
- Amended returns (Form 1040-X)
- IRS notices and correspondence support
Each return is reviewed carefully to reduce errors, minimize risk, and ensure compliance.
Small Business & Self-Employed Tax Services
We work with entrepreneurs, professionals, and small business owners to prepare accurate business tax filings while keeping an eye on the bigger picture.
Services include:
- Schedule C (sole proprietors)
- LLC, S-Corporation & partnership tax returns
- Business expense analysis & categorization
- Depreciation & asset reporting
- Estimated tax calculations & planning
- Coordination with bookkeeping records
We help you understand your numbers, not just submit them.
Our Process
At Germain Tax & Accounting, we believe exceptional service begins with clarity. Our process is designed to be simple, transparent, and respectful of your time, while delivering precise, strategic results.
1. Consult
We start with clarity.
Begin with a brief consultation to understand your goals, financial situation, and service needs. This allows us to confirm fit and approach your work thoughtfully from the start.
2. Review
Details matter.
You’ll complete a secure intake form and upload documents for review. We assess complexity, identify risks or opportunities, and ensure nothing is overlooked.
3. Propose
Clear expectations.
You’ll receive a customized proposal outlining the scope of services, timeline, and investment. All work begins only after approval—no surprises.
4. Deliver
Accurate, reliable results.
We complete your tax, bookkeeping, or Business support work with precision and care, providing clear communication and ongoing support as needed.
