Our Services

Annex Tax and Accounting is committed to demystifying tax planning and bookkeeping for small businesses. We offer guidance that’s tailored to your needs, helping you gain financial clarity and peace of mind.

Tax Services

Prices vary

Including:

  • Individual Tax Preparation

  • Small Business Tax Preparation & Planning

  • Self-Employed & Freelancers Tax & Strategy

  • TPT Tax Filing

  • Quarterly Tax Filings

  • Tax Projections and Planning

Bookkeeping Membership

Prices start at $200/ month

Perfect for: established or growing businesses needing enhanced financial oversight and analysis.

Includes:

  • QuickBooks setup and maintenance

  • Monthly transaction categorization and reconciliation and reporting

  • Support for accounting questions

  • Quarterly consultations to review business goals and growth

Catch-Up Bookkeeping

Prices Vary

Perfect for: businesses with overdue or incomplete bookkeeping needing a fresh start and accurate financials.

Includes:

  • Comprehensive cleanup of records including categorization of past transactions, reconciliations and adjustments

  • QuickBooks or accounting software setup, if needed

  • Preparation of financial reports

  • Consultation to review financials and discuss strategy