Our Services
Financial Solutions Designed Around You
At PB Tax Express and Solutions, we provide comprehensive tax, bookkeeping, business, and insurance services designed to simplify your financial life. Since 2018, our commitment has been to put our clients first by delivering personalized support, dependable service, and solutions tailored to their individual needs.
One company. Multiple solutions. Your goals come first.
1. Tax Preparation Services
Make tax season simpler with professional tax preparation services tailored to your situation. We help individuals, families, self-employed professionals, and business owners prepare and file their tax returns accurately and efficiently.
Our services include:
- Individual income tax preparation
- Self-employed and independent contractor tax returns
- Small business tax preparation
- Rental property tax preparation
- Tax document review and organization
- Electronic tax filing
- Tax refund and filing-status guidance
- Tax planning for the upcoming filing season
Our goal is to help you understand your tax situation, identify applicable deductions and credits, and file with confidence.
2. Tax Consulting & Planning
Tax planning is more than filing a return once a year. Our tax consulting services help clients better understand their tax responsibilities and make informed decisions throughout the year.
Our services include:
- Tax planning and strategy
- Guidance on tax deductions and credits
- Small business tax guidance
- Rental property tax considerations
- Self-employment tax guidance
- Tax notices and correspondence support
- Estimated tax payment guidance
- Year-round tax questions and consultations
We work to help you stay informed, plan ahead, and approach your tax obligations with greater confidence.
3. Bookkeeping Services
Stay organized and gain a clearer picture of your business finances with bookkeeping support designed to help you manage your records and stay prepared.
Our services include:
- Income and expense tracking
- Transaction categorization
- Monthly bookkeeping
- Financial record organization
- Bank and account reconciliation
- Profit and loss reporting
- Bookkeeping cleanup
- Financial record preparation for tax season
Whether you're a new entrepreneur or an established business owner, organized financial records can help you better understand your business performance and prepare for important financial decisions.
4. Business Services & Formation
Have a business idea? Ready to formalize your side hustle or grow your existing company? We provide business support to help entrepreneurs take the next step.
Our services include:
- Business formation assistance
- LLC formation support
- EIN application assistance
- Business registration guidance
- Business document preparation assistance
- Business tax setup guidance
- Bookkeeping setup
- Business organization and administrative support
From getting started to keeping your business organized, we're here to help you navigate important business milestones.
5. Insurance Services
Protect what matters most with insurance solutions designed to support your personal and financial goals. We help clients explore coverage options and better understand their available choices.
Our services include:
- Life insurance
- Health insurance
- Insurance needs assessments
- Coverage and benefit education
- Assistance comparing eligible insurance options
- Guidance on selecting coverage aligned with your needs and budget
Whether you're looking to protect your loved ones, prepare for the unexpected, or review your existing coverage, we're here to help you make informed decisions.
