What We Offer

Comprehensive Financial Services

Eight specialized services designed to protect, organize, and grow your financial life—all under one roof with over 26 years of trusted expertise.

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Income Taxes

Professional tax preparation for individuals, families, and self-employed filers. We go beyond basic filing—identifying every deduction and credit you're entitled to so you keep more of what you earn.

What's Included
  • Federal & state individual tax returns (1040, 1040-SR)
  • W-2, 1099, and investment income reporting
  • Itemized deductions & credits maximization
  • Self-employment & freelance income handling
  • IRS correspondence support & audit assistance
  • Prior-year amended returns (1040-X)
Best For Individuals, families, W-2 employees, freelancers, retirees, and anyone seeking an accurate, stress-free tax experience.
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Business Taxes

Strategic business tax preparation with a focus on minimizing your tax burden while maintaining full compliance. We handle all entity types and guide you through complex filings with confidence.

What's Included
  • LLC, S-Corp, C-Corp & partnership returns
  • Schedule C (sole proprietor) filings
  • Federal, state & local tax compliance
  • Quarterly estimated tax planning & payments
  • Tax-saving strategy & year-round planning
  • Business deduction optimization
Best For Small business owners, LLCs, S-Corps, partnerships, sole proprietors, and entrepreneurs who want to reduce taxes legally.
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Bookkeeping

Accurate, organized financial records are the foundation of a healthy business. Our bookkeeping services give you a crystal-clear picture of your finances every month—so you can make smarter decisions faster.

What's Included
  • Monthly transaction categorization & recording
  • Bank & credit card account reconciliation
  • Accounts payable & receivable tracking
  • Monthly profit & loss statements
  • Balance sheet preparation
  • Year-end financial reporting for tax prep
Best For Small businesses, startups, and self-employed professionals who want clean books without the overhead of an in-house accountant.
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Payroll Services

As a Gusto-certified payroll professional, we manage your entire payroll process from start to finish. Your employees get paid accurately and on time, every time—and you stay compliant without lifting a finger.

What's Included
  • Full-service payroll processing via Gusto
  • Direct deposit setup & management
  • Federal, state & local payroll tax withholdings
  • Quarterly 941 filings & annual 940 filings
  • Year-end W-2 & 1099 preparation
  • New hire reporting & compliance
Best For Businesses with 1–50 employees who need reliable, accurate payroll without the complexity of managing it in-house.
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Business Formation

Launching a business is exciting—but the paperwork can be overwhelming. We handle every administrative step so you can focus on your vision while we build the legal and financial foundation beneath it.

What's Included
  • Entity selection guidance (LLC, S-Corp, C-Corp, Sole Prop)
  • State & federal business registration filings
  • EIN (Employer Identification Number) setup
  • Operating agreement & bylaw preparation
  • Business banking setup guidance
  • Initial compliance requirements & licensing checklist
Best For Entrepreneurs, startups, and existing businesses looking to restructure or formalize their entity for tax advantages and liability protection.
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Consulting & Coaching

Sometimes you need more than a tax return—you need a strategic partner. Our consulting sessions provide actionable guidance on financial management, business growth, and long-term planning tailored specifically to your goals.

What's Included
  • One-on-one business strategy sessions
  • Tax planning & year-round optimization
  • Cash flow analysis & improvement strategies
  • Financial systems setup & software guidance
  • Business credit building guidance
  • Growth roadmap & goal-setting sessions
Best For Business owners at any stage who want a knowledgeable advisor to help make smarter financial decisions and accelerate growth.
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Life Insurance

Protecting your family's financial future is one of the most important decisions you'll ever make. We offer personalized life insurance solutions that fit your budget, your lifestyle, and your long-term goals.

What's Included
  • Needs analysis & coverage assessment
  • Term life insurance options & quotes
  • Whole life & universal life policy guidance
  • Business key-person life insurance planning
  • Policy review & beneficiary planning
  • Ongoing policy management support
Best For Individuals, families, and business owners who want personalized coverage that truly protects what matters most.
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Mobile Notary

We bring the notary to you—at your home, office, hospital, or wherever you need us. Our mobile notary service operates 7 days a week so you never have to rearrange your schedule for a notarization.

What's Included
  • On-location notarization (home, office, hospital, etc.)
  • Real estate closing & loan document signings
  • Affidavits, powers of attorney & legal documents
  • Wills, trusts & estate documents
  • Business contracts & agreements
  • Available Monday–Sunday, 10am–8pm
Best For Anyone needing convenient, reliable notary services without leaving their location—including real estate transactions and estate planning.
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The BusyBee Difference

We're not a franchise or a faceless tax chain. Here's what makes BusyBee the trusted choice for thousands of clients.

26+ Years of Expertise

Deep experience across every financial situation means we've seen it all—and know exactly how to handle it.

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Personal Service

You work directly with Misty, not a rotating staff of junior preparers. Consistent, knowledgeable care every time.

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Year-Round Support

Tax season shouldn't be the only time you talk to your financial advisor. We're here all year long.

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Nationwide Reach

Serving clients across the country via virtual appointments, secure document sharing, and phone consultations.

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Secure & Confidential

Your financial data is protected with industry-standard security protocols at every step of the process.

Not Sure Which Service You Need?

Book a 30-minute consultation and we'll walk through your situation together and recommend exactly the right services for you.

Book Now Call 614-426-3997