Take the taxing part out of tax. Friendly, CPA-led bookkeeping & tax help.

Your information stays safe: files are password protected and hard copies are kept in a fireproof, locked compartment.

Get in Touch

How We Can Help

Bookkeeping

Monthly reconciliations for your bank and credit card accounts, so your books are always accurate and up to date.

Tax Filings

Annual tax returns for individuals and businesses, prepared with care and filed on time.

Financial Reporting

Clear balance sheets and income statements that show how your business is really doing, so you can make confident decisions.

Tax Planning

We review your prior-year returns and project the year ahead, so there are no surprises at tax time.

Frequently Asked Questions

Can't find your answer here? Email jackie@thebusykeeper.com and we'll be glad to help.

What do I need to send you for my tax return?

For an individual return we typically need a W-2 from each employer, other earnings and interest statements, receipts for charitable donations, mortgage interest, and medical and business expenses. There's a fuller checklist on our Tax Information page.

How is my information kept safe?

Your files are password protected, and any hard copies are stored in a fireproof, key-locked compartment.

How much does it cost?

Fees depend on your situation and are discussed with each client individually. See our Pricing and Contact page for what each service includes, or email jackie@thebusykeeper.com to talk it through.

Take the taxing part out of tax. Friendly, CPA-led bookkeeping & tax help.

Countdown to Tax Season

Countdown to Tax Day: April 15, 2027

Meet Your CPA

Jacklynn McClain, CPA