Shara Resch Financial Services provides monthly bookkeeping, catch-up and cleanup bookkeeping, and professional tax preparation services for individuals and businesses.
Our services are designed to keep your financial records accurate, organized, and compliant while reducing the stress often associated with managing finances and tax filings.
No. All bookkeeping services are offered on a month-to-month basis with no long-term contracts.
You may cancel with 30 days’ notice if services are no longer needed or if the arrangement is not a good fit.
Monthly bookkeeping pricing typically ranges from $300 to $2,000 per month and is based on factors such as:
number of bank and credit card accounts
monthly transaction volume
business complexity
reporting and support needs
Final pricing is discussed and confirmed during a strategy call.
Catch-up bookkeeping is designed for businesses whose records are behind or incomplete.
Pricing is calculated based on:
the number of months requiring review
transaction volume
overall account complexity
50% of the estimated fee is required to begin, with the remaining balance due once the work is completed.
After your contact form is submitted, you’ll receive a secure intake form outlining all required documentation for tax filing.
The IRS requires tax preparers to verify certain identifying documents, such as:
Social Security cards or EIN documentation
income statements
expense records
prior-year tax returns
Collecting this information is mandatory and ensures accuracy, prevents identity theft, and keeps both you and the preparer compliant with federal due diligence and recordkeeping requirements.
All documentation and questions are reviewed during the client interview, where responses are documented to avoid delays or filing issues.
No. IRS representation services are not provided.
Tax returns are prepared in compliance with IRS regulations and filed through an Electronic Return Originator (ERO). This structure ensures accuracy and proper submission while maintaining regulatory compliance.
Monthly bookkeeping is billed as a recurring charge on the 1st day of each month.
Catch-up bookkeeping requires 50% payment to begin and the remaining balance upon completion.
Tax preparation fees are typically deducted from refunds when applicable. If a balance is owed, payment is required prior to filing.
No services begin without payment authorization.
All AI automation and consulting services are provided through my sister site, SDR Creative Solutions LLC, at www.sdrcreativesolutions.com.
If you’re unsure which services are right for your business, the best place to start is a strategy call.
During the call, we’ll review your needs, answer questions, and determine the most appropriate next steps.
Important Note
Shara Resch Financial Services provides bookkeeping and tax preparation services. AI automation and consulting services are offered through SDR Creative Solutions LLC. Both brands operate under SDR Creative Solutions LLC.
© 2026 SDR Creative Solutions LLC
Doing business as Shara Resch Financial Services.