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Less Taxing. More Relaxing. Bookkeeping that Works as Hard as You Do.
OUR SERVICES
Expert bookkeeping, payroll, tax, cleanup & notary, tailored for small businesses.
BOOKKEEPING SERVICES
Stay organized and confident with accurate, stress-free bookkeeping tailored to your business.
TAX PREP & PLANNING
From filing to forward-thinking, we make taxes simple and strategies smart.
CLEANUP SERVICES
Behind on your books? We’ll clean up the mess and get you back on track, fast.
NOTARY SERVICES
Reliable, affordable notary services when and where you need them.
BOOKKEEPING SERVICES
You didn’t start your business to become a part-time accountant, and you shouldn’t have to be. At KB2 Bookkeeping & Tax, our bookkeeping services are designed to lift the financial stress off your shoulders so you can focus on growing your business with confidence.
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Whether you need support weekly, monthly, or quarterly, we offer flexible service options tailored to your operations, reporting needs, and budget. We’ll work together to build a bookkeeping schedule that makes sense for you, with clear deliverables and consistent communication.
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Our services include:
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Categorizing income and expenses accurately
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Reconciling bank and credit card accounts
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Providing monthly or quarterly financial reports
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Tracking sales tax, job costs, and other key metrics
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Customizing your chart of accounts to reflect how your business actually works
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Ongoing support from real humans who care about your success
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Bookkeeping plans start at $175 per month, and every package is customized to fit your unique business needs and goals. No generic setups. No confusing reports. Just solid, reliable support.
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Who is this service best for?
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Service-based businesses and independent contractors
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Trades professionals, builders, and repair technicians
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Online sellers and product-based businesses
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Coaches, consultants, and creatives
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Anyone tired of guessing what their numbers actually mean
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We also watch for trends, spot potential issues, and help identify missed deductions or efficiency gaps along the way. Because good bookkeeping is not just about clean numbers, it is about smart decision-making.
CLEANUP SERVICES
Behind on your books? You are in the right place. Whether you are months behind or cannot remember the last time your accounts were reconciled, our cleanup services are designed to bring clarity, order, and peace of mind to your financial world.
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At KB2 Bookkeeping & Tax, we specialize in untangling messy books and giving business owners a clean, accurate foundation they can build on. We take a judgment-free approach that meets you where you are and gets you where you need to be, efficiently and without the stress.
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Our cleanup process includes:
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Reviewing and correcting past transactions
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Re-categorizing expenses and income
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Reconciling bank and credit card accounts
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Fixing duplicated or missing entries
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Identifying potential write-offs or red flags
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Providing a clear, organized set of financial reports once complete
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We dig deep to make sure your books tell the full story, and we communicate with you every step of the way so nothing gets missed or misunderstood. Whether your records are in QuickBooks, spreadsheets, or a shoebox, we can take it from chaos to clean.
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Who is this service best for?
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Business owners who have fallen behind and need to catch up
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Entrepreneurs preparing for tax season with incomplete records
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Clients who are switching bookkeeping systems or providers
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Anyone who has tried to do it themselves and now needs a professional rescue
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New businesses that need help cleaning up a rough start
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Cleanup services are quoted based on the number of months and the complexity of your records. We always provide upfront pricing so there are no surprises. Once your cleanup is complete, we can also roll you into an ongoing bookkeeping plan to keep things clean and consistent moving forward.
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At KB2, we do not just clean up. We reset the stage for financial clarity and long-term confidence.
TAX PREP & PLANNING
Taxes should not feel like a mystery or a last minute scramble. At KB2 Bookkeeping & Tax, we take a proactive, no stress approach to tax preparation and planning so you can feel confident all year long, not just in April.
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We prepare accurate, thorough tax returns for individuals, small business owners, S Corporations, partnerships, and self employed professionals. We know what to look for, what questions to ask, and how to make sure every allowable deduction and credit is accounted for.
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Our tax preparation services include:
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Federal and state income tax filing
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Individual and business returns
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S Corporation, partnership, and sole proprietor returns
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E-filing with confirmation and secure document handling
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Year end reconciliation and document support
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Amended returns if corrections are needed
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But we do not stop at filing. Our tax planning services help you make informed decisions throughout the year so you are never caught off guard when tax time comes around.
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Tax planning may include:
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Reviewing estimated quarterly payments
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Exploring the benefits of an S Corporation election
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Strategizing around large purchases, income shifts, or major life changes
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Identifying future deductions and credits
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Coordinating with your bookkeeping for seamless reporting
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We explain everything in plain language, not tax jargon, and we are always available to answer your questions. Whether you are trying to avoid surprises, reduce what you owe, or get organized ahead of time, we are here to support you with honesty, clarity, and care.
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Who is this service best for?
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Self employed individuals and freelancers
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Business owners with complex income
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New S Corporations or LLCs looking to maximize savings
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Anyone who wants to take a more proactive approach to taxes
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Clients who need a trustworthy partner to keep things on track year round
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No stress. No guesswork. Just tax prep and planning you can actually feel good about.
NOTARY SERVICES
When important documents need to be signed, witnessed, and made official, you want the process to be simple, clear, and handled with care. At KB2 Bookkeeping & Tax, our notary services are here to make that happen without the hassle.
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We offer reliable, in person notary services by appointment at our Georgetown office. Whether you are finalizing legal paperwork, verifying identity, or handling business documents, we will make sure everything is completed accurately and by the book.
Our notary services cover a variety of needs, including:
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Powers of attorney
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Affidavits and sworn statements
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Real estate forms and loan paperwork
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Small business agreements
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Legal and government documents requiring notarization
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We understand that notarized documents often involve sensitive information, so we handle every appointment with professionalism and discretion. Not sure what to bring or how the process works? We will walk you through it ahead of time so you are fully prepared.
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Who is this service best for?
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Individuals needing official document verification
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Business owners handling contracts or corporate filings
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Clients adding notary services to tax or bookkeeping appointments
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Anyone needing a fast, accurate, and friendly notary experience
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If you are already a KB2 client, adding notary services to your regular visit is a convenient way to check one more thing off your list. And if you are just stopping by for a single document, we are happy to help with that too.
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Quick, easy, and handled with care. That is how we do notary services at KB2.