bookkeepz, LLC
Bookkeeping organizer
For monthly bookkeeping: what systems you are on, who has access, where the books stand today, and how you want them kept. Ten minutes, and it is what lets us quote accurately.
PizzelloCPA, PLLC
Tax organizer
For preparing a return: S corporation, partnership, or individual. You are only asked what applies to the return being prepared. Handled by our affiliated CPA firm.
Why two?
bookkeepz, LLC keeps the books. Tax returns are prepared and filed by PizzelloCPA, PLLC, an affiliated CPA firm, under a separate engagement. bookkeepz, LLC is not a CPA firm and does not provide attest services. If you work with both, you will be asked for each once, and neither form makes you answer the other one’s questions.
Not sure which you need? Ask us and we will point you to the right one.