One CPA, Start to Finish
QuickBooks Cleanup for Tax Preparation
Most cleanup services stop at “your books are reconciled.” Mine doesn’t — because for most small business owners, clean books were never the actual goal. Filing an accurate tax return was. That’s the difference between hiring a bookkeeping service and hiring a CPA.
Why That Matters
When your cleanup and your tax prep happen in two different places, you pay for both — and a hidden third cost: re-explaining your business to a second professional who has to relearn everything the bookkeeper already knew.
Small business owners whose books need catch-up or cleanup before filing
S-corp owners who need books that support Form 7203 and basis calculations
Anyone tired of their bookkeeper and their CPA blaming each other when something doesn’t add up
When I clean up your books, I’m already thinking about your tax return — building your chart of accounts the way it actually needs to be structured, and catching what affects your tax position while I’m still inside the file.
What’s Included
A full QuickBooks Online cleanup — reconciliation, chart of accounts correction, reclassification, and catch-up bookkeeping — followed by preparation of your business and/or personal tax return, all from one CPA who’s seen the books firsthand.
One fixed quote for cleanup and tax prep together
No second professional to loop in or re-explain your business to
Certified QuickBooks ProAdvisor, CPA-prepared from start to finish
A Lufkin-Based Accountant Who Understands Small Business
Tricia Thomason, CPA w/20 yrs experience
Tricia Thomason, CPA, Certified QuickBooks ProAdvisor
Hi, I’m Tricia. As a licensed CPA and Certified QuickBooks ProAdvisor, I don’t just reconcile your books — I use them to prepare your tax return, so there’s no handoff and no gap between clean books and a filed return.
Licensed CPA and Certified QuickBooks ProAdvisor
100% virtual support with real human guidance
Cleanup and tax prep from one CPA — no second professional to loop in
Why Small Businesses in Lufkin Choose Modern Math?
Virtual Bookkeeping That Works for You
Still searching for a dependable accountant near me in Lufkin who offers modern, virtual solutions? Our bookkeeping services are tailored to fit your business and budget. We track, categorize, and analyze your financial transactions every month so you always know exactly where your money is going. No more spreadsheets—just neatly organized records and clear insight when you need it most.
Clear, Actionable Financial Reporting
Your financial data is only helpful if it’s easy to understand. We deliver monthly, quarterly, and annual reports that are cleanly presented and securely stored in online folders you can access anytime. Use these insights to grow smarter, not harder.
Payroll Made Simple for Lufkin, TX
Managing payroll doesn’t have to be overwhelming. We simplify the entire process for small businesses in Lufkin, TX. From setting up direct deposit and giving employees online access to pay stubs, to handling all payroll tax filings (including W2s and 1099s), we’ve got it covered. Payroll shouldn’t be painful—and with us, it isn’t.
Bank Account & Credit Card Reconciliation
We take your statements and receipts, match them with transactions, and ensure every deposit, expense, and bank fee is fully accounted for. Our reconciliation service ensures accuracy and provides peace of mind to small business owners across Lufkin, TX.
Let us Crunch the Numbers, so you can focus on what you love.
Prepare Taxes with Confidence in Lufkin, TX
Filing taxes shouldn’t be a guessing game. We help minimize your tax liability while ensuring compliance with federal and state regulations. Our tax preparation services are prompt, accurate, and aligned with your business goals in Lufkin.
Efficient Accounts Payable & Receivable
We streamline the entire payment process so your business runs more smoothly. From digital invoicing and invoice tracking to ACH transfers and timely bill payments, we make sure your cash flow is clear, consistent, and well-managed.