Services
Services that help you stay organized, prepared, and compliant
The Accounts Hub supports individuals, self-employed professionals, startups, and growing businesses across the United States with practical financial administration, tax preparation, payroll-tax, formation, and compliance services. Use this page to find the service that matches your current need. If you’re unsure, start with the quote form and we’ll help route the enquiry.
- Six core services, clearly scoped. What's included, what we need from you, and where scope ends.
Service 01
Bookkeeping & Accounting
Keep your financial records organized before they become a problem
Bookkeeping is easier to manage when it’s handled regularly. When transactions are uncategorized, bank accounts are not reconciled, or old records need cleanup, business owners lose visibility into cash flow, profitability, and tax readiness. The Accounts Hub helps businesses keep records organized, current, and useful for decision-making.
Who this is for
- Small and growing businesses
- Startups that need a clean accounting process
- E-commerce and professional-service businesses
- Owners behind on monthly bookkeeping
- Companies preparing for tax season, financing, or internal reporting
What this can include
- Monthly bookkeeping & transaction categorization
- Bank and credit-card reconciliation
- Catch-up bookkeeping and cleanup
- Accounts payable & receivable support
- Month-end and year-end bookkeeping support
- P&L, balance sheet & cash-flow reporting
- QuickBooks setup & cloud-accounting support
- Bookkeeping process organization
- Budgeting & cash-flow planning
What you may need to provide
- Accounting software access
- Bank & credit-card statements
- Sales, expense, invoice & payment records
- Prior bookkeeping files, if available
- Business entity & tax classification details
Expected outcomes
- Cleaner financial records
- Better visibility into income, expenses & cash flow
- More organized month-end & year-end reporting
- Stronger preparation for tax filing & business decisions
Important limitations: Bookkeeping support does not guarantee tax savings, financing approval, audit outcomes, or legal compliance outcomes. Final results depend on the completeness and accuracy of records provided.
Also included: Audit Preparation & Support
Audit preparation is about making records easier to understand, review, and support. We help organize financial information, schedules, reconciliations, and supporting documents so clients are better prepared for auditors, tax professionals, or internal review.
Who this is for
- Businesses preparing financial records for review
- Clients responding to document requests from auditors or tax professionals
- Owners who need administrative help gathering financial information
What this can include
- Financial-record & supporting-document organization
- Transaction-schedule preparation & reconciliation review
- Bank, credit-card & accounting-record review
- Audit-document coordination
- Record preparation for auditors or tax professionals
- Administrative audit support
What you may need to provide
- Accounting records
- Bank & credit-card statements
- Invoices, receipts, contracts & payment records
- Prior financial statements
- Document requests from auditors, tax professionals, or internal reviewers
Expected outcomes
- More organized records
- Clearer document packages
- Better-prepared schedules & reconciliations
- Easier communication with auditors or tax professionals
Important limitations: This service is not an independent audit, assurance engagement, legal representation, or audit representation service. The Accounts Hub provides record preparation and administrative support only.
Service 02
Individual Tax Preparation & Filing
We prepare and file your federal and applicable state individual returns, within your agreed scope and after your review and authorization
Tax season becomes harder when income records, 1099s, deductions, state obligations, or prior-year corrections are unclear. The Accounts Hub works with individuals and self-employed professionals to organize that information, then prepares and files the federal and applicable state returns covered by your service scope. You review and authorize every return before we file it.
Who this is for
- Individuals filing US federal & state income-tax returns
- Freelancers & independent contractors
- Self-employed professionals & 1099 workers
- People who need amended-return preparation support
- Individuals who need ITIN application or renewal assistance
What this can include
- Federal & state individual income-tax return preparation
- Self-employed, freelancer & 1099 tax filing support
- Tax-document review & filing preparation
- Amended tax-return preparation & filing support
- ITIN application & renewal assistance
- Individual tax-planning support within confirmed scope
What you may need to provide
- W-2, 1099 & other income documents
- Expense records for self-employment income
- Prior-year tax returns, if relevant
- State residency & income details
- ITIN documents, if applicable
Expected outcomes
- Organized tax information
- Clearer understanding of filing requirements
- Prepared federal & state tax return materials
- Better readiness for future tax planning & estimated-tax discussions
Important limitations: Tax preparation does not guarantee refunds, tax savings, IRS acceptance timing, state processing timelines, or audit outcomes. ITIN processing timelines are controlled by the IRS.
Service 03
Business Tax Preparation & Filing
Organized records, then the applicable business returns prepared and filed within your agreed scope once you have reviewed and authorized them
Filing a business return depends on clean records, accurate entity details, and year-end coordination. The Accounts Hub puts those in order, then prepares and files the federal and applicable state business returns covered by your service scope, once you have reviewed and authorized them.
Who this is for
- LLCs
- Partnerships
- S corporations & C corporations
- Businesses with federal & state filing obligations
- Businesses needing estimated-tax or sales-tax support
What this can include
- Federal & state business-tax return preparation
- LLC, partnership, S corp & C corp tax filing support
- Estimated-tax calculation & filing support
- Year-end tax preparation & document coordination
- Business tax-planning support within confirmed scope
- Sales-tax registration, return preparation & filing support
What you may need to provide
- Business entity records
- EIN & state registration details
- Accounting records & financial statements
- Payroll & contractor records, if applicable
- Prior-year business tax returns
- Sales records by state, if sales-tax support is needed
Expected outcomes
- Better tax-filing readiness
- Organized business tax documents
- Clearer estimated-tax & year-end planning support
- More structured coordination between bookkeeping & tax filing
Important limitations: Business tax support does not guarantee tax savings, liability reduction, refund outcomes, audit outcomes, or state approvals. Scope must be confirmed before filing work begins.
Service 04
Payroll & Payroll Tax
Keep payroll records, filings, and reporting on a clearer schedule
Payroll creates recurring responsibilities for employee records, contractor records, tax registrations, deposits, quarterly filings, annual forms, and payroll reporting. The Accounts Hub helps businesses set up and maintain a more organized payroll-tax process.
Who this is for
- Businesses hiring employees
- Businesses paying independent contractors
- Employers that need payroll-tax registration support
- Companies needing recurring payroll processing coordination
- Businesses preparing W-2s, 1099s, or payroll-tax filings
What this can include
- Payroll setup & recurring payroll processing
- Employee & independent-contractor onboarding support
- Federal & state payroll-tax registration
- Quarterly & annual payroll-tax return preparation & filing
- W-2 & 1099 preparation & filing support
- Payroll reporting, record maintenance & compliance support
What you may need to provide
- EIN & state employer registration details
- Employee & contractor information
- Pay schedules & compensation details
- Payroll history, if already operating
- Prior payroll-tax filings, if applicable
Expected outcomes
- More organized payroll records
- Better readiness for recurring payroll-tax obligations
- Clearer employee & contractor reporting
- Reduced administrative burden around payroll filing cycles
Important limitations: Payroll and payroll-tax support does not guarantee agency processing timelines, penalty relief, or compliance outcomes. Accurate results depend on timely and complete payroll information from the client.
Service 05
Business Formation
Form your US business with the right setup steps in view
Starting a business involves more than choosing a name and filing a form. New founders often need help understanding entity setup, EIN applications, state registration, registered agent coordination, banking preparation, and post-formation compliance steps. The Accounts Hub helps new businesses organize the formation process and prepare for the responsibilities that follow.
Who this is for
- New founders forming a US business
- Non-resident founders forming a US business
- Entrepreneurs choosing between LLC and corporation setup
- Startups needing EIN & state registration support
- Owners who need post-formation setup guidance
What this can include
- LLC & C corporation formation support
- EIN application assistance
- State registration & formation-document filing support
- Non-resident US business formation support
- Registered agent services coordination
- BOI report filing support, where applicable
- Virtual business address services coordination
- Business bank-account application assistance
- Initial compliance setup & post-formation guidance
- Annual compliance & filing support
- ITIN application & renewal assistance, where applicable
What you may need to provide
- Founder & ownership details
- Preferred business name & state of formation
- Business activity description
- Registered agent or address preferences
- Identification & tax details through secure channels only, if required
Expected outcomes
- Clearer formation process
- More organized state & federal setup steps
- Better post-formation readiness
- A practical checklist for ongoing business obligations
Important limitations: Business formation support is administrative and filing-support oriented. It does not replace legal advice. Formation approval, bank-account approval, tax classification outcomes, and regulatory outcomes are not guaranteed.
Service 06
Business Compliance
Stay ahead of recurring filings, renewals, and business updates
Businesses often lose track of annual reports, registration renewals, license updates, entity-information changes, and post-formation filing requirements. The Accounts Hub helps organize compliance tasks so important business filings are easier to monitor and complete.
Who this is for
- LLCs & corporations with recurring state obligations
- Businesses with annual report or renewal requirements
- Companies needing license application or renewal support
- Founders who want deadline tracking & reminders
- Businesses managing post-formation filing coordination
What this can include
- Annual report & state compliance filing support
- Entity-information updates & registration renewals
- Business-license application & renewal assistance
- Beneficial Ownership Information support, where applicable
- Compliance deadline tracking & reminders
- Post-formation compliance & ongoing filing coordination
What you may need to provide
- Entity registration records
- State portal access through approved secure methods
- Prior filings & renewal notices
- Business license details
- Ownership or entity-information changes, if applicable
Expected outcomes
- Clearer filing calendar
- Better organization of state & business compliance tasks
- Reduced risk of missed administrative deadlines
- More structured post-formation follow-through
Important limitations: Compliance support does not guarantee state acceptance, license approval, penalty removal, or legal outcomes. BOI requirements should be reviewed based on current FinCEN guidance and the specific entity situation.
Get a quote
Let's turn your next step into a clear process
Share a few details about your situation and we’ll help identify the right starting point, whether that’s bookkeeping, tax, payroll, formation, or compliance.
- Typical reply within 1 business day
- No sensitive files through the public form
- Scope, inputs & fees agreed before work begins
- A named point of contact once approved