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Bookkeeping

Bookkeeping is the process of recording, organizing, and maintaining your business’s financial transactions. We ensure your income, expenses, and accounts are accurate, organized, and always tax-ready.

How Bookkeeping Helps Your Business

  • Know Your Numbers: Always understand how much you’re making, spending, and keeping.
  • Save Time & Reduce Stress: Stop wasting hours fixing errors or reconciling accounts.
  • Avoid Costly Mistakes: Prevent missed deductions and compliance issues.
  • Improve Cash Flow: See where your money is going and plan confidently.
  • Tax-Ready Financials: Clean books mean faster, smoother tax preparation.
  • Support Business Growth: Reliable reports help you scale and make smarter decisions.

Cavalry Tax provides bookkeeping that works hand-in-hand with tax planning to keep your business compliant, efficient, and profitable year-round.

Cavalry Tax provides comprehensive tax preparation services for individuals and businesses at every stage of growth. Our focus is accuracy, compliance, and proactive guidance—so you can file with confidence.

Who We Serve

  • Individuals (W-2 income, investments, rental properties)
  • Small Businesses filing Schedule C
  • S-Corporations
  • C-Corporations
  • Partnerships

What Our Tax Preparation Includes

  • Review of income, expenses, and prior-year returns
  • Proper classification of deductions and credits
  • Federal and state tax return preparation and e-filing
  • Clear explanation of results and future tax considerations

How to Prepare Before Filing

To ensure a smooth filing process, we recommend gathering the following:

  • Income documents (W-2s, 1099s, K-1s, brokerage statements)
  • Business records (profit & loss, balance sheet, mileage, asset purchases)
  • Expense documentation (receipts, invoices, home office details)
  • Prior-year tax returns and any IRS or state correspondence

If you’re unsure what applies to your situation, we’ll guide you through exactly what’s needed and help you stay prepared year-round.

Tax Advisory Services

Our Tax Advisory service allows clients to schedule a phone consultation with a CPA to discuss any questions related to their business or personal taxes. Whether you need guidance on entity structure, estimated tax payments, deductions, compliance concerns, or proactive tax planning, we provide clear, practical advice tailored to your situation.

These consultations are designed to give you clarity and confidence in your financial decisions— helping you avoid costly mistakes and plan ahead rather than react.

Bookkeeping Client Benefit:
Clients enrolled in our monthly bookkeeping services receive up to two (2) hours of Tax Advisory consultations each month at no additional cost. This ensures ongoing access to proactive tax guidance throughout the year—not just during tax season.