Your finances shouldn’t feel confusing, rushed, or reactive. At Blackwell Bookkeeping & Tax, services are built to bring clarity, consistency, and confidence to your business and personal finances — not just at tax time, but throughout the entire year.
Whether you need ongoing bookkeeping, help getting caught up, or a trusted partner to handle your taxes from start to finish, every service is delivered with clear communication, thoughtful attention, and zero judgment.
Designed to Support You All Year Long
bookkeeping + Tax services
The goal is simple: to make your numbers feel understandable, handled, and aligned — so you can focus on what matters most.
Clear, careful tax preparation — with support that doesn’t end when your return is filed.
At Blackwell Bookkeeping & Tax, tax preparation is handled with accuracy, attention, and clear communication. Whether you’re filing an individual return or reporting small business income, you’ll know exactly what’s happening, why it matters, and what to expect next.
Tax Services
Ledger Starter
package includes
Starting at $397/month
Essentials for compliance and peace of mind
The Ledger Starter service is designed for small businesses that need the essentials covered so they can stop worrying about their books.
Monthly bookkeeping (QBO categorization + reconciliations)
Quickbooks Online Subscription
Set up and Modify the Chart of Accounts for Management Needs
Basic financial statements (Profit & Loss, Balance Sheet) delivered monthly
Email support for bookkeeping questions (48-72 hr response)
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NYS Sales Tax Returns filed Quarterly
1099s processed in January
Year-end package for tax preparer
Priority Email support for bookkeeping questions (24-48 hr response)
Customized reporting (Cash flow, class/location, or job costing) delivered monthly
Set up and Modify the Chart of Accounts for Management Needs
QuickBooks Online subscription
Weekly bookkeeping (QBO categorization + reconciliations)
package includes
For growing businesses that want both accuracy and insights — not just clean books, but clarity to make better decisions.
The Balance Builder
Quarterly review call to walk through numbers together
Year-end package for tax preparer
1099s processed in January
NYS Sales Tax Returns filed Quarterly
Starting at $647/month
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The Profit Partner
For business owners ready for a true financial teammate — beyond bookkeeping into strategy, compliance, and growth.
package includes
Starting at
$1297
Weekly bookkeeping (QBO categorization + reconciliations)
Quickbooks Online Subscription
Monthly financial strategy/advisory call (budgeting, forecasting, KPI review)
Customized reporting (Cash flow, class/location, or job costing) delivered monthly
Same-day support on urgent items
BOOK NOW
NYS Sales Tax Returns filed Quarterly
1099s processed in January
Year-end package for tax preparer
Share Your Documents, Your Way
Upload everything through our secure client portal or drop documents off in person — whichever feels easiest for you. Both options are safe, simple, and judgment-free.
01
How the process works
I Prepare & Keep You Clearly Informed
Your information is carefully reviewed, your return is prepared with accuracy and care, and everything is double-checked. Along the way, you’ll receive clear updates, questions, and explanations in plain English — no jargon, no guessing.
02
Review, File & Stay Supported Year-Round
We’ll review your return together before filing so you understand the numbers and feel confident moving forward. Once approved, your return is e-filed securely and confirmed — and I’m here year-round for tax planning, questions, and IRS notices.
03
Stress-Free Tax Season From Start to Finish
+Secure document submission (client portal or in-office drop-off)
+Careful, judgment-free review of your information
+ Preparation of your federal tax return
Personal Tax Return
For individuals and families filing a standard 1040.
includes
+ Review together before filing so you understand the numbers
+ Secure e-filing and confirmation
+ Copy of your finalized return for your records
STARTING AT
$200
+ Review of business income and expenses
+ Preparation of Schedule C and related tax forms
+ Identification of applicable deductions and credits
Small Business / Sole Proprietor Tax Return
For self-employed individuals and small business owners reporting business income and expenses.
includes
STARTING AT
$350
+ Clear explanations in plain English
+ Review together prior to filing
+ Secure e-filing and confirmation
A La Carte Services
+ Receivables Pro - Accounts Receivable Service Get paid faster. Stress less.
+ Payables Pro - Accounts Payable Service A dedicated Accounts Payable service for organizing, reconciling, and managing vendor payments with accuracy and timeliness. Includes vendor list cleanup, AP reporting, and payment coordination.
+ QBO Pro - QuickBooks Consulting Ideal for clients who want one-on-one QuickBooks guidance, setup, or training.
+ Payroll - ensure your people get paid ontime beginning at $200 per month up to 5 employees.
+ Sale Tax Returns $125 per return.
I work in QuickBooks Online only. My expertise within the software allows me to fully understand the software and keep up with the constant changes.
What software do you use?
If bookkeeping is taking too much time, causing stress, or leaving you unsure about your financial picture, it’s time. A bookkeeper frees you to focus on your clients, your growth, and the parts of your business you truly love.
How do I know if I’m ready to hire a bookkeeper?
Whether you're behind a month or behind a year (or more!), I can get your books cleaned up, organized, and back on track with zero judgment.
Do I need to have my books caught up before I start working with you?
Absolutely. I believe tax season should never feel like a surprise. I offer year-round guidance, estimated tax planning, and check-ins to make sure you’re always prepared.
Can you help me plan for taxes throughout the year?
Yes! I now provide individual 1040 tax preparation and small business tax support, giving you one trusted partner for both bookkeeping and taxes. No more juggling multiple firms or repeating your story — everything stays connected, clear, and stress-free.
Do you offer tax preparation?
I offer monthly bookkeeping, clean-up/catch-up services, and year-round support to keep your financials accurate, organized, and ready for tax season. Everything is tailored to your business so you always know exactly where you stand.I offer monthly bookkeeping, clean-up/catch-up services, and year-round support to keep your financials accurate, organized, and ready for tax season. Everything is tailored to your business so you always know exactly where you stand.
What bookkeeping services do you offer?
FAQs
Yes! While I'm proudly rooted in the 315, I work with clients beyond the region through secure digital tools and virtual support.
Do you work with clients outside of the 315 area?
You’re never just a file or a number. I treat your business like it’s my own — with honesty, clarity, and genuine care. You’ll always get clear answers, proactive support, and the peace of mind of knowing someone truly has your back.
What makes Blackwell Bookkeeping & Tax different?
Why We Lead With Bookkeeping
Not Just Taxes
Taxes are important — but they shouldn’t be the core focus of your business finances.
Your monthly numbers tell the real story. They show how your business is performing, where adjustments are needed, and what decisions you can make before tax season ever arrives. That’s why accurate, consistent bookkeeping is the foundation of everything we do.
Yes — we’re excited to offer tax preparation. Bringing bookkeeping and taxes together under one roof creates clarity, continuity, and fewer surprises. But taxes are the result of your financial picture, not the driver of it.
And unlike traditional tax firms, we don’t disappear after April 15th.
We stay open. We stay available. We hold space for clients who want to level up their finances, ask questions, plan ahead, and feel confident all year long — not just during tax season.
Because filing a return is one thing.
Building financial clarity is another.
