Taxes and Bookkeeping
Tax preparation and bookkeeping for individuals, freelancers, artists, and small businesses
I’m Amy Loftus, a CTEC registered tax preparer based in Oakland, CA, and I work with people to demystify the world of taxes, budgeting, and bookkeeping. As a working artist with over 20 years of freelancing and self-employment experience, I understand the common pitfalls and confusions that come with the territory, and I’m here to help you feel empowered in both your annual tax filings and your day-to-day financial life!
Disclaimer: Amy Loftus is not licensed by the state of California as a Certified Public Accountant. The services offered do not require a state CPA license. There are some limitations to what Amy can do for you, but there’s a lot that Amy can assist with!
Services
Individual tax returns
Federal and state personal income tax returns for individuals, married couples, domestic partners
W-2 wage earners, retirees, students, households with investment income, rental income
Current year returns and extensions, prior year returns, amendments
Review of tax scenarios for deductions and credits
Self-employed and small business tax returns
Federal and state tax returns for freelancers, gig workers, independent contractors, sole-proprietorships, partnerships, LLCs, S-corporations, nonprofits
Estimated tax calculations
Review of bookkeeping for business deductions and support with compliance and documentation
Current year returns and extensions, prior year returns, amendments
Bookkeeping
Monthly or catch-up bookkeeping to get your books taxes-ready
Tailored bookkeeping workflow for your business, whether that’s a custom spreadsheet or a dedicated software
Legible reports so you can understand the financial health of your business
Support with tax compliance and documentation for business deductions