Business & Individual Tax Services
Tax Preparation for
Your Business. Your Life.
Personalized tax return preparation for business owners and individual filers. Get organized, understand what’s needed, and move through filing with clear communication.
Two paths. Personal attention.
Tax Support That Fits Your Situation
Whether you’re filing a personal return, reporting self-employment income, or preparing a business return, work directly with Erika Clark to define the support you need.
Individual Tax Returns
Federal and state individual income tax return preparation for employees, families, retirees, freelancers, and other individual taxpayers.
- Wages, retirement income, and investment income
- Self-employment and gig-work income
- Rental income and relevant expenses
- Review of applicable deductions and credits
- Changes in family, employment, or filing circumstances
Business Tax Filing
Tax preparation for business owners, with the filing approach based on your business structure and tax classification.
- Sole proprietor and single-member LLC reporting
- Partnership and multi-member LLC returns
- S corporation and C corporation returns
- Review of business income and expense records
- Coordination of business and owner return information
For individual tax filers
What to Bring to Your Tax Appointment
Gather your records before preparation begins. Your exact checklist will depend on your income, household, and tax situation.
Personal Information
- Photo identification and your prior-year return
- Taxpayer, spouse, and dependent names and Social Security numbers or ITINs
- IRS Identity Protection PINs, if issued
- Bank details for direct deposit or payment, when applicable
Income Records
- W-2s and applicable 1099 forms
- Retirement, Social Security, and investment statements
- Self-employment, gig-work, and rental income and expense records
- Records of estimated tax payments
Deductions & Credits
- Education and student loan tax forms
- Childcare costs and provider information
- Mortgage interest and charitable contribution records
- Health coverage forms, including Form 1095-A if applicable
Checklist reference: IRS — Gather your documents.
Secure Client Portal
Client Portal Login & Upload DocumentsLog in to your Canopy client portal to upload tax documents and access your client account. Please do not send Social Security numbers, bank details, or tax documents through a public inquiry form.
For business owners
Start with Organized Business Records
Have your prior-year business return, tax identification information, business structure details, income and expense records, and relevant supporting documents available. Business owners may also need payroll, asset purchase, loan, and owner contribution or distribution records.
Need help organizing ongoing transactions? Explore small business bookkeeping and its income statement (profit and loss) reporting.
Know What to Expect
- Discuss your filing needs and relevant deadlines
- Receive a scope and fee based on return complexity
- Provide complete information and requested documents
- Review your prepared return before authorizing filing
Bookkeeping clients receive a 30% discount on tax filing through the Basic, Standard, and Elite packages. Tax preparation is a separate engagement.
How it works
A Clear Path to Getting Started
Share Your Needs
Tell me about your goals, timeline, and the support you need.
Agree on the Scope
Receive a proposal that explains services, responsibilities, and fees.
Move Forward
Get started with clear next steps and ongoing communication.
Frequently asked questions
Tax Filing Questions, Answered
Do you prepare individual returns if I don’t own a business?
Yes. Individual tax preparation is available for employees, families, retirees, and other personal tax filers, as well as business owners and self-employed individuals.
How are tax preparation fees determined?
Fees depend on your filing needs, return complexity, required forms, and federal and state returns. Your scope and fee will be confirmed before preparation begins.
What if I’m missing a tax document?
Let me know which document is missing. Complete records help ensure your return reflects your income and tax information accurately. We’ll discuss what is needed and the next steps.
Does an extension give me more time to pay?
An extension generally gives you additional time to file your return, not additional time to pay tax due. Tell me early if you may need an extension so we can discuss your situation and applicable deadlines.
How do I get started?
Schedule a consultation and share whether you need an individual return, a business return, or both. You’ll receive next steps for your engagement and document preparation. Please keep sensitive tax information out of public inquiry forms.
Extension reference: IRS — Topic 304, Extensions of time to file your tax return.
Ready to Prepare Your Return?
Business owner or individual filer—let’s discuss your tax preparation needs.
Schedule a Tax ConsultationCorporate Accounting & Outsourcing
Experienced Accounting Support. Flexible Solutions.
Contract accounting, outsourced accounting, and project support for established businesses and corporate accounting departments.
I help controllers, CFOs, and accounting managers maintain accurate financials, meet reporting deadlines, and manage changing workloads.
Contract Accounting
Experienced support for temporary, interim, or ongoing accounting needs.
Month-end and quarter-end close
Journal entries and general ledger support
Balance sheet reconciliations
Intercompany accounting and variance analysis
Integrate support into your existing accounting operations with a clearly defined scope.
Outsourced Accounting
Reliable support for recurring accounting responsibilities.
General ledger maintenance
Recurring entries, accruals, and prepaids
Account reconciliations and supporting schedules
Financial reporting and monthly review
Build a consistent accounting rhythm around your reporting calendar.
Project Support
Targeted assistance for specific accounting projects and deadlines.
Account cleanup and backlog reconciliation
Audit preparation and documentation
System transition support
Reporting templates and process improvement
Agree on deliverables, milestones, and timelines before work begins.
Technical Knowledge. Practical Experience.
General Ledger & Close
Journal entries, account reconciliations, fixed assets, accruals, prepaids, intercompany accounting, and month-end and quarter-end close.
Financial & Technical Reporting
Financial reporting, variance analysis, SEC reporting support, US GAAP, SOX documentation, intangible assets (ASC 350/360), fair value (ASC 820/815), and pension accounting (ASC 715).
Accounting Systems
SAP S/4HANA, Oracle, NetSuite, Sage Intacct, BlackLine, QuickBooks, Yardi, Salesforce, and Excel, including PivotTables, VLOOKUP, and advanced formulas.
Meet Erika Clark
Introduction video coming soon.
A short introduction to my background, approach, and how I can support your organization’s accounting needs.
Corporate Accounting Experience
I’m Erika Clark, founder of Clark Accounting & Tax Services, LLC. My corporate accounting background includes financial reporting, technical accounting, general ledger management, and process improvement across public and private organizations.
Professional employment experience
Warner Bros. Discovery | Senior Accountant
Quarterly SEC reporting templates, intercompany journals, intangible asset reporting, fair value entries, and pension accounting.
Mauser Packaging Solutions | Senior Accountant
Monthly and quarterly close, reconciliations, customer rebate accounting, variance analysis, and audit support.
FirstKey Homes | Senior Staff Accountant
Full-cycle close, property-related accounting, intercompany reconciliations, and SOX documentation.
RouteMatch (acquired by Uber) | Staff Accountant
Accounts receivable, revenue reconciliations, financial reports, and migration support from QuickBooks to Sage Intacct.
These organizations reflect my individual employment experience. They are not represented as clients of Clark Accounting & Tax Services, LLC.
Flexible Engagement Options
Hourly Contract
Flexible support for short-term or ongoing assignments, with hours and responsibilities agreed in advance.
Monthly Outsourcing
Recurring accounting responsibilities within a defined monthly scope and reporting schedule.
Project-Based
Clear deliverables and milestones for cleanups, system transitions, reporting projects, and audit preparation.
A Simple, Collaborative Process
1. Initial consultation: discuss your needs, objectives, systems, and timeline.
2. Custom proposal: receive a defined scope, engagement structure, and fee.
3. Get started: agree on access, deliverables, and expectations.
4. Ongoing collaboration: stay informed through regular communication and status updates.
Services are tailored to your organization’s needs, workload, and goals.
Common Questions
What types of companies do you work with?
I support established businesses and corporate accounting departments that need recurring accounting help, interim coverage, or project support. Each engagement is evaluated for scope, fit, and availability.
Which accounting systems have you used?
My experience includes SAP S/4HANA, Oracle, NetSuite, Sage Intacct, BlackLine, QuickBooks, Yardi, Salesforce, and advanced Excel.
How is pricing determined?
A custom proposal reflects the complexity, estimated time, deliverables, and duration of the assignment. Hourly, monthly, and project-based structures are available.
Is there a minimum engagement period?
The duration and any minimum commitment are defined in your proposal based on the work required.
Can you work with an existing accounting department?
Yes. I can coordinate with your controller, CFO, or accounting manager and work within agreed processes, systems, and reporting deadlines.
How do I get started?
Schedule a consultation or complete the corporate inquiry form on this page so I can learn about your needs and recommend an engagement approach.