Our SERVICES

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Tax compliance is more than meeting filing deadlines. It is about reducing risk, maintaining accurate records, and ensuring your business remains in good standing with federal, state, and local tax authorities.

At Bartlett Accounting & Consulting, LLC, we provide comprehensive tax compliance services for individuals, businesses, trusts, and nonprofit organizations. Our team works proactively throughout the year to help clients navigate complex tax requirements, identify potential issues before they become problems, and meet their filing obligations with confidence.

• Federal and state income tax return preparation
• Partnership, S corporation, C corporation, and trust tax filings
• Multi-state tax compliance and registration requirements
• Sales and use tax filings
• Payroll tax reporting and compliance
• Estimated tax calculations and planning
• Information return filings, including Forms 1099 and 1098
• IRS and state tax notice assistance
• Tax representation and compliance support during audits and examination.

Growing businesses need more than bookkeeping and financial statements. They need timely insights, proactive planning, and clear financial direction to support better business decisions.

At Bartlett Accounting & Consulting, LLC, we provide outsourced CFO and Controller services designed to help business owners understand their numbers, improve profitability, and plan confidently for the future.

• Budget development and financial forecasting
• Cash flow projections and liquidity planning
• Profitability and margin analysis
• Key performance indicator (KPI) reporting
• Financial statement analysis and management reporting
• Business process improvement
• Internal controls, policies, and procedures
• Month-end and year-end close oversight
• Strategic planning and decision support
• QuickBooks setup, optimization, and ongoing support

Strong accounting practices are the foundation of every successful business. Whether you need ongoing bookkeeping support, accounting oversight, or help improving internal processes, we provide the expertise and guidance necessary to keep your financial records accurate, organized, and up to date.

At Bartlett Accounting & Consulting, LLC, we help business owners streamline their accounting operations, maintain reliable financial information, and gain the confidence needed to make informed decisions.

• Accounts Payable and Accounts Receivable Management
• Recording and Classification of Financial Transactions
• Bank and Credit Card Reconciliations
• Accounting Documentation and Record Maintenance
• Standardized Financial Reporting
• Review and Cleanup of Accounting Records
• Preparation of Unaudited Financial Statements
• Personal Financial Statement Preparation
• QuickBooks® Desktop and QuickBooks® Online Setup and Optimization
• Accounting System Conversion and Implementation
• Staff Training and Accounting Process Development
• Monthly and Quarterly Accounting Reviews
• Internal Control and Documentation Procedures