About
SunPeak Tax & Accounting LLC provides bookkeeping and accounting support, including remote outsourced bookkeeping for businesses and nonprofit organizations. Payroll and sales tax/TPT services are also available.
The SunPeak team focuses on more than completing a single filing. We help clients organize income, expenses, payroll, sales tax, and year-end records into information that can be filed, explained, and reviewed with confidence.
SunPeak works with self-employed professionals, restaurant and retail owners, service businesses, and growing small companies. Each situation has different record quality and filing needs, so the team starts by understanding the facts before defining the service scope.
Our process emphasizes clear communication, data security, and compliance boundaries. The website inquiry form is for initial communication only and should not be used to submit sensitive financial documents; secure document submission instructions are provided after engagement.
SunPeak’s project experience includes nonprofit accounting and property management accounting.
SunPeak’s nonprofit accounting experience includes bookkeeping, financial health checks and financial reports for boards of directors.
SunPeak’s property management accounting experience includes three-way reconciliation of trust accounts.
Financial health checks support management understanding; they are not audit or assurance services. Scope and reporting requirements are agreed for each engagement.
Company Membership
Gold Tier
SunPeak Tax & Accounting LLC is a member of the QuickBooks ProAdvisor Program. Current program tier: Gold.
A clear schedule and division of responsibilities are agreed before engagement.
Before work begins, confirm the reporting basis, accounts covered, client contact and service responsibilities.
Agree on document deadlines and a secure submission method. Missing records and unclear transactions are identified for follow-up.
Agree on the reporting schedule based on complete records. Review account differences and explain unresolved items; incomplete information may affect the delivery date.
Our Process
Tell us what you need → Confirm the scope and quote → Sign an engagement agreement → Submit documents securely and begin service.
