Bringing order from chaos
with smooth tax preparation, bookkeeping services and financial document organization services.
Stop spending hours on something we can do in minutes. We specialize in cleaning up a messy bookkeeping system, finding tax deductions, and preparing taxes for self-employed.
626-385-7643
Contact us today for a free consultation.
YEAR END CLEAN UP & TAXES
Get your books in perfect shape for taxes. Our clean-up service organizes and reconciles your business transactions, ensuring everything is accurate and ready for your tax preparer. Avoid the stress of last-minute scrambling. Gain confidence knowing your financial records are complete and compliant. Let us help you close the year with clarity and peace of mind.
Starting at $495
TAX PREPARATION
Simplify tax season with our expert tax preparation services, tailored for everyone from individuals to small business owners with more complex returns. Whether your taxes are straightforward or involve detailed deductions and reporting, we ensure accuracy, compliance, and maximum savings.
Specializing in self-employed small business owners, we understand the unique challenges you face and work to uncover every available deduction. Plus, with our fast processing, you can receive your tax refund as quickly as the next day. Let us take the stress out of tax preparation so you can focus on what you do best.
Starting at $150
FULL CYCLE BOOKKEEPING
Stay on top of your finances with our comprehensive full-cycle bookkeeping services. From recording daily transactions to reconciling accounts and preparing monthly financial reports, we handle it all. Our services include tracking income and expenses, managing accounts payable and receivable, and ensuring your books are always up-to-date and accurate.
With clear, customized monthly reports, you’ll gain valuable insights into your business’s financial health, empowering you to make informed decisions. Let us take the hassle out of bookkeeping so you can focus on growing your business.
Starting at $99/month
Let us clean up a mess for you. Your money and your hard work deserve quality service. We will organize your records, get you compliant and file your taxes.
INVENTORY MANAGEMENT
Is your inventory causing you stress? Let us help you take control. Inventory is the lifeblood of your business, directly impacting your profitability and cash flow. Whether you’re managing stock for a retail operation or keeping track of raw materials, having a reliable system in place is essential.
With our expertise, we’ll help you establish strong inventory controls, streamline processes, and ensure your records are accurate. You don’t need a full-time accountant to achieve efficiency—our tailored solutions for small businesses are designed to save you time and money while giving you peace of mind. Partner with us to transform your inventory into a powerful tool for growth.
Every situation is unique. Please contact us for pricing.
PAYROLL AND SALES TAX
Stop wasting valuable time on complex state tax filings and payroll tasks. Let us handle the details for you. We offer comprehensive services, including filing sales tax returns, managing payroll forms, and ensuring compliance with state and federal regulations.
In addition, we provide payroll reporting and servicing, so you can focus on running your business while we ensure your employees and taxes are managed accurately and on time. Simplify your operations and save time by partnering with us for your payroll and sales tax needs.
Please contact us for pricing.
Time Efficiency Consulting
Streamline Your Work with Time Efficiency Consulting
At Jeffrey Plante Bookkeeping and Tax Service, we know that time is one of the most valuable resources for any business owner or professional. That’s why we offer Time Efficiency Consulting—a specialized service designed to help you work smarter, not harder. Using the latest advancements in artificial intelligence, custom spreadsheets, and automation tools, we’ll help you streamline workflows, eliminate repetitive tasks, and free up hours of your day to focus on what matters most.
Whether you’re an entrepreneur looking to optimize your operations or a small business owner seeking to boost productivity, our tailored solutions will revolutionize how you manage your time. Let us show you how to harness the power of technology to simplify complex processes, improve accuracy, and achieve your goals faster than ever before. Ready to reclaim your time? Let’s make it happen!
Please contact us for pricing.
FAQ
Whether you’re a small business owner, self-employed professional, or just starting out, we’re here to provide clarity and guidance. If you don’t see your question listed, feel free to reach out—we’re always happy to help!
What services do you offer?
We provide full-cycle bookkeeping, payroll services, tax preparation, financial reporting, assistance with inventory management, and budgeting. Our goal is to help your business stay organized and compliant, while saving you time and money.
What types of businesses do you work with?
We specialize in working with small businesses, self-employed individuals, and internet retailers. Whether you’re a sole proprietor or a growing company, we can tailor our services to meet your needs.
How much do your services cost?
We offer flexible pricing, typically on a monthly flat fee basis, depending on the complexity and scope of the work. Contact us for a custom quote based on your specific needs.
Are you certified in QuickBooks?
Yes, we are certified QuickBooks ProAdvisors. This ensures that we are up to date with the latest QuickBooks features and can provide expert assistance with setup, training, and ongoing management.
Can you help me prepare my taxes?
Absolutely! We are certified tax preparers and can assist with individual and small business tax preparation. We’re also experts at uncovering potential deductions to maximize your tax savings.
How do I know if I need a bookkeeper?
If you’re spending too much time managing your finances instead of growing your business, or if your records aren’t up-to-date and tax season is stressful, a bookkeeper can save you time and give you peace of mind.
How do you handle sensitive financial data?
We take your privacy and security very seriously. We use encrypted systems and follow best practices for data protection to ensure your information is secure.
Can you help me set up my books if I’m just starting out?
Absolutely! We can set up your bookkeeping system from scratch, helping you choose the right tools and establish processes that grow with your business.
Can you help me clean up my existing books?
Yes! If your books are disorganized or behind, we specialize in cleanup services to get everything back on track. We’ll review, reconcile, and organize your financial records to ensure accuracy.
What is the process for switching to your services?
Switching to our services is seamless. We’ll review your current bookkeeping system, migrate your data securely, and ensure a smooth transition without interrupting your business operations.
Do you offer consultations before signing up?
Absolutely! We offer an initial consultation to assess your needs and discuss how we can help your business. This is a great opportunity to ask questions and ensure we’re the right fit for you.
Ready to get started?
Let us know how we can help you.
(626) 385-7643
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Our Commitment to Innovation and Excellence!
At Jeffrey Plante Bookkeeping, we leverage the latest technology, including AI-driven tools, to provide our clients with unparalleled service. By integrating cutting-edge solutions into our processes, we streamline bookkeeping, enhance accuracy, and uncover valuable insights for your business. Whether it’s automating data entry, forecasting trends, or identifying overlooked deductions, our use of technology ensures you stay ahead in a rapidly evolving financial landscape. We’re committed to combining innovative tech with personalized expertise to help you succeed.