💼 Tax Preparation, Bookkeeping & Accounting Professional | Detail-Oriented | Client-Focused
I help individuals and small businesses stay financially organized, compliant, and confident in their numbers. My approach combines precision, professionalism, and a genuine commitment to client success.
What I do best:
- 🧾 Tax Preparation Services: Preparing and organizing financial documents for individual and small business tax filings. I ensure all relevant data is captured, categorized, and ready for submission—making tax season smooth and stress-free.
- 📊 Bookkeeping Services: Accurate transaction recording, account reconciliation, and monthly financial reporting.
- 🧮 Accounting Assistance: Managing ledgers, tracking expenses, and maintaining financial clarity.
- 💬 Client Communication: Crafting clear, professional responses to inquiries and maintaining warm, respectful relationships.
- ⚙️ Efficiency Tools: Leveraging Tax software and automation tools to streamline workflows and save time.
Whether you're a solo entrepreneur or a growing business, I bring a detail-oriented mindset and a collaborative spirit to every project. Let’s make your financials work for you—clean, clear, and stress-free.
I have over 10 years of experience.
I also believe in doing right by others. When offering services to the public it is important to remember the "Golden Rule."
We offer the best in tax and bookkeeping services.
Carl H. Occelien, MAcc
-ZOOM meeting (available upon request)
-PTIN & EFIN # (available upon request)