You didn’t start your business to track receipts or categorize transactions. We’ll take it off your plate — and explain it in a way that makes sense.

Includes:

• Monthly or quarterly transaction tracking

• Reconciliations & reporting

• Expense categorization

• Easy-to-read dashboards (not just spreadsheets)

• Clear communication — we’re not hiding behind emails

We prep, plan, and file — and we’ll never throw confusing forms at you without an explanation. No shame, no surprise bills, no IRS-induced panic.

Includes:

• Federal & state tax prep for individuals and businesses

• 1099 filing & contractor support

• Estimated quarterly taxes

• Tax planning & strategy to help you worry less about the month of April

• Year-round support (not just during tax season)

We’ll help you track your money, plan for growth, and make informed decisions — without needing an accounting degree.

Includes:

• Cash flow tracking

• Business performance reviews (we explain it all, clearly)

• Income and expense clarity

• Professional insight and guidance

Fell behind? Avoided your books for… a while? It happens. We’ve helped businesses clean up years of backlogged finances — calmly and confidentially.

Includes:

• Backdated bookkeeping

• System reorganization

• Fixing miscategorized expenses

• Setting up proper workflows & tools

• Getting you ready for taxes, funding, or just peace of mind

Need a second opinion? Not sure what you need? Let’s chat. One-time or ongoing sessions to talk through your numbers, set goals, or brainstorm the next steps.

Includes:

• 1:1 consulting tailored to your business

• Break down reports, tools, and processes

• Q&A sessions

• Action steps you can actually use

At Midwest Accounting & Tax, we make the startup process simple and stress-free. Whether you need help forming a limited liability company (LLC) or limited liability partnership (LLP), applying for a federal employer identification number (FEIN), or just want guidance from someone who’s been there before, we’ve got your back. Our startup consulting services are designed for entrepreneurs who are ready to take the next step—with confidence and clarity.