Yes. SunPeak can help organize W-2, 1099, self-employment income, Schedule C, investment income, home-related tax documents, and other common individual tax information, then confirm the appropriate service scope.
FAQ
Frequently Asked Questions
Clear answers to common individual tax, small business tax, bookkeeping, payroll, and sales tax questions.
Not directly. Bank statements show money moving in and out, but they do not explain whether a transaction is income, a loan, a transfer, owner contribution, reimbursement, or another category.
Yes. Cash income itself is not the problem; lack of records increases bookkeeping and filing risk. Daily sales summaries, POS reports, payment records, and deposit notes are helpful.
They can be reviewed and organized, but accuracy and risk depend on transaction descriptions, receipt completeness, and business records. More complete records lead to clearer books.
If the business has employees, sales tax, financing plans, or many transactions, monthly bookkeeping is recommended. Simpler situations may be reviewed quarterly or annually depending on need.
The decision should not be based only on tax savings. It depends on the actual working relationship, control, tools, schedule, independence, and whether the person serves multiple clients.
Yes. SunPeak can support clients through email, phone, online meetings, and secure document submission methods after formal engagement.
Start with the inquiry form. SunPeak will review the individual or business tax situation, employee count, transaction activity, sales tax or payroll needs, and current record status to identify the appropriate service scope.
Pricing depends on tax complexity, transaction volume, number of accounts, employee count, cleanup complexity, and filing frequency. SunPeak reviews the situation first, then provides a clearer quote.