Complete Accounting, Tax & Financial Services
🛠️Services
At Sunrise Finance & Consulting, I offer personalized, reliable financial services for individuals and small business owners. Every engagement is tailored to your needs — no cookie-cutter packages, just smart support where you need it most.
🏢 For Small Businesses
Are you ready to start working on your business rather than for your business? Take control of your financial future with Sunrise Finance & Consulting. My small business financial services include expert tax preparation, payroll management, and accounting solutions designed to streamline your operations and enhance your profits. I specialize in providing tailored support for small business owners, ensuring compliance and smart financial planning. Let me handle the details so you can focus on growing your business. Contact me today to learn more about how my small business financial services can help!
📚 Monthly Bookkeeping & Accounting
I’ll handle your month-to-month books so you can focus on running your business.
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General ledger set up & maintenance
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Transaction categorization
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Bank and credit card reconciliations
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Monthly profit & loss, balance sheet, and cash flow reports
💼 Payroll Services
I offer simplified, reliable payroll processing — making sure your employees are paid correctly and on time.
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Payroll setup and processing
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Tax withholdings and filings
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Year-end W-2s and 1099s
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Optional integration with your QuickBooks Payroll
🧾 Tax Preparation & Filing
Full-service business tax prep, including federal, state, and local filings. I help you stay compliant while identifying opportunities to save.
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Federal and state business returns
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Quarterly tax estimates
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End-of-year summaries and 1099 filing
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Sales and use tax filing
🧠 Financial Strategy & Consulting
Need help planning your next move? I offer strategic insight to help you grow wisely.
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Budgeting and forecasting support
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Tax planning and strategy
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Cash flow analysis
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One-on-one financial consulting
👥 For Individuals
📄 Tax Preparation & Filing
I provide accurate, stress-free federal and state income tax preparation. Whether your finances are simple or complex, we’ll help you minimize your tax liability and file on time.
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Individual income tax returns (Form 1040 and schedules)
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State returns and multi-state filings
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Tax planning for upcoming years
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Support for self-employed and freelance individuals
📊 Personal Financial Statements
Clear, organized financial reports for personal use, loan applications, or strategic planning. Know where you stand — and where you're going.
💸 Investment Strategy & Personal Financial Planning
Need help gathering and presenting your investment data? We can assist with compiling and summarizing your financial holdings for better insight or tax reporting.
💬 Pricing varies based on complexity and business size — I’ll provide a clear, custom quote after a free consultation.
📞 Ready to simplify your finances and take control?
🔗 Checkout the links below for helpful tips
Even if you don’t hire me, my goal is to empower you with useful tools and information—so feel free to explore these links.