Individual Tax Returns
Support for W-2, 1099, self-employment income, Schedule C, investment income, home-related tax documents, and common deduction categories.
Services
Individual and Small Business Tax & Accounting Support
SunPeak supports individual taxpayers, self-employed professionals, and small businesses with tax filing preparation, bookkeeping, payroll, sales tax, and basic compliance needs.
Business Tax Returns
Annual tax record organization and filing preparation support for common structures, including LLCs, S-Corps, Partnerships, and Schedule C businesses.
Bookkeeping
Bank transaction review, income and expense categorization, account reconciliation, monthly P&L reporting, and year-end tax readiness.
Payroll
Payroll setup support, payroll tax filing coordination, W-2/1099 year-end forms, compliance reminders, and payroll record organization.
Sales Tax Filing
Monthly or quarterly filing support, sales record organization, and basic state or local sales tax compliance coordination.
Business Compliance
EIN, BOI, annual report, registration record, and basic compliance reminder support.
Tax Planning
Compliance-focused planning conversations around income structure, payroll, estimated taxes, year-end records, and business growth plans.
Year-End Review
Review of income, expenses, payroll, sales tax, and 1099 / W-2 records before tax season to reduce missing information and last-minute cleanup.