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Bookkeeping Services for LZ Tax customers

We offer professional bookkeeping services for small businesses looking for “tax return ready bookkeeping reports” so you can work with your tax preparer on your 2023 Tax Returns.  For LegalZoom Tax customers, this service starts at $1,500 (we usually start our services at $2,500, but have wholesale relationship with LZ Tax for the 2023 tax year)

A set “tax return ready bookkeeping reports” essentially is a set of 3 complete reports:

  • Profit & Loss
  • Balance Sheet
  • General Ledger with full details for all accounts

These reports could be in accrual or cash basis based on how your business is configured and/or the accounting strategy put in place by your tax professional in the first place.  In either case, these will be strictly prepared for the purposes of the tax return preparation and will not be considered to be Compiled, Reviewed or Audited Financial Statements.


There are two types of bookkeeping services

A) Full write-up services: we prepare the books from scratch, you upload your bank and credit card statement, and other documents containing the historical transactions of 2023 and we will prepare the tax return ready financial statements.  These services start at $1,500 for most smaller businesses with sales under $250,000 per year.  We prepare the books in QuickBooks Desktop and will send you a copy of the desktop file for your archives.  We can convert the file to QuickBooks Online for a nominal fee if you wish to take over the books for 2024 forward.

B) QuickBooks Online bookkeeping cleanup: this is for businesses that already have an existing QBO company file that needs to be cleaned up, caught up to 12/31/2023.  We have a complete checklist to what we do when we cleanup books for existing companies and get them “tax return ready”.  Pricing for these services are based on the current situation of the QBO file, usually varies from $2,500 and $4,500 for small businesses with sales under $1,000,000 per year.


To get started e-mail us: with:

  • Company Name
  • Contact Name
  • Phone Number

We will send you access to our portal to upload your files (sample document checklist) so we can give you an exact price quote.


Your QBKaccounting Team:

Head Bookkeeper for LZTax Customers: Alejandra Morejón
Tampa, FL

Back-up Bookkeeper for LZTax Customers: Diana Lomer
Miami, FL

QBKaccouning Liaison for LZTax Projects: Hector Garcia CPA
Miami, FL


Note: if you email , all 3 of us will get that email.  But you will be dealing with Alejandra for the most part


Hector Garcia

Hector Garcia

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