Practice Builder

Client Desk

Name: Marlowe & Reyes Bookkeeping.
What we do: bookkeeping and tax prep for freelancers, contractors, and small LLCs. Individual (1040) and small-business (Schedule C, 1120-S) returns. No audit representation.
Where: remote-first, based in Ohio. Documents shared through a secure client portal; we send the link.
The short pitch: tidy books, on-time filings, no surprises at tax time.

About the practice

- Monthly bookkeeping: from $250/mo, depending on transaction volume and number of accounts.
- Catch-up bookkeeping: $75/hour, quoted up front after a look at the backlog.
- Individual tax return (1040, standard): $300 flat.
- 1040 with Schedule C (self-employed): $450 flat.
- Small-business return (1120-S or 1065): from $750.
- Quarterly estimated taxes: $120 per quarter for existing clients.
- One-off advisory call: $150/hour, first 20 minutes free for prospective clients.

Payment due on delivery of the return or the 1st of the month for bookkeeping. We confirm any quote over $500 in writing before starting.

Services and fees

Key dates (current year):
- Jan 31: 1099s and W-2s out to recipients.
- Mar 15: S-corp and partnership returns (1120-S, 1065) due, or file the extension.
- Apr 15: individual returns (1040) and Q1 estimates due.
- Jun 15, Sep 15, Jan 15: remaining quarterly estimates.
- Oct 15: extended individual returns due.

Documents we ask a client to gather for a 1040 with Schedule C:
- Photo ID and SSN/EIN
- Prior-year return (new clients)
- All W-2s and 1099s (NEC, K, INT, DIV)
- Business income summary and bank/card statements
- Expense totals by category (or access to the books)
- Mileage log and home-office square footage, if claimed
- Health insurance (1095) and any estimated payments already made

Deadlines and documents

Turnaround: returns in 5-7 business days once all documents are in. Bookkeeping closed by the 10th for the prior month.
Extensions: an extension delays the paperwork, not the payment. Estimated tax owed is still due on the original date.
Engagement: new clients sign an engagement letter and complete intake before we start. We do not begin until documents are complete.
We do not: represent clients in audits, prepare returns for years we did not keep the books without a catch-up review, or give legal advice.

Most asked: "Can you file an extension for me?" Yes, if you reach out before the deadline and we have your estimated numbers.

Policies and FAQ

Direction: calm and trustworthy. Clean and orderly, like a well-kept ledger, not a flashy fintech app. Clients should feel they are in careful hands.

Background: paper white (#FBFAF8). Text: near-black (#1A1A18). Accent: deep slate blue (#2F4A6B) for headings and due dates only; a muted amber (#C08A2E) to flag a deadline that is close.

Type: clear simple headlines, figures and fees in a monospace font so columns line up. Fee schedules and deadlines as clean tables, not cards. Checklists with real checkboxes.

Always show: the practice name and preferred contact at the bottom of every page. On a deadline tracker, sort soonest-due first.

Visual style

Traid

Turn your practice notes into things clients can use: a fee schedule, a new-client intake, document checklists, and a tax-season deadline tracker, always in sync with what you wrote.