BOOKKEEPING NOW · TAX SERVICES PLANNED
Good books.
A clearer
next step.
Monthly bookkeeping for small businesses and self-employed professionals. Catch up, keep current, and prepare organized records for your qualified tax professional. Tallvera tax services are planned and remain in pre-launch.
Prepare your outline now. Scheduling is not open yet.
FOR THE BUSINESS YOU’RE BUILDING.Support to know your numbers.
For the early starts. The next big idea. The life beyond the ledger.
We take care of the details that help you move forward.
BOOKKEEPING NOW. TAX SERVICES PLANNED.
Built deliberately.
All year long.
Tallvera provides bookkeeping today and is developing its tax capability. Organized books can support a future handoff, but a qualified tax professional should handle current tax needs.
Tax services — planned
Tax services are in development.
Tallvera is not accepting tax engagements, tax documents, or tax appointments.
A GOOD RHYTHM CHANGES EVERYTHING
Organized records help
before tax time.
A steady monthly rhythm means organized records, better conversations and a clearer starting point for a qualified tax professional when it is time to file.
Every month
Keep the books current.
Reconcile accounts and understand the month behind you.
Through the year
Look a little further ahead.
Surface questions while there is time to talk them through.
At tax time
Give a qualified tax professional a clear starting point.
Use organized records while Tallvera’s tax services remain in development.
A little more clarity.
From transactions to understanding.
Reconciled books and useful reports. So you can see what the month actually means.
Tax services are in development.
- Define service boundariesState what is and is not offered.Complete
- 2Verify secure workflowProtect future client information.In progress
- 3Confirm professional readinessCredentials and procedures must be ready.
- 4Announce public availabilityOnly after launch readiness is confirmed.
A preview of a possible future tax workflow.
Educational only. Tallvera does not accept tax records, appointments, or engagements during pre-launch.
Illustrative service previews with sample data. These are not screenshots of a client portal or a promise of specific software.
- 01
Start with a conversation.
Tell us about your bookkeeping needs, or prepare an unsent tax-interest outline without sharing tax facts or documents.
- 02
Get a clear plan.
We review what you need and outline the scope, the fee, and exactly what comes next.
- 03
Find your rhythm.
After a bookkeeping scope and secure handoff are confirmed, work can begin with clear check-ins. Tax work is not being accepted.
We help make
the numbers make sense.
FOR PEOPLE MAKING THINGS HAPPEN
You do your thing.
We’ll do the numbers.
CARE IS IN THE DETAILS
Your numbers are personal.
We treat them that way.
No sensitive records in the inquiry.
The consultation outline keeps answers in its page memory. No uploads or account credentials are requested. The client portal is not open yet.
About the client portalClarity before commitment.
Understand the scope, fee, and responsibilities before an engagement begins.
How we approach pricingCareful, considered work.
Questions get a conversation. Your individual circumstances guide the work.
Get to know our approachTHE RELATIONSHIP WE’RE HERE TO BUILD
Someone who knows the books.
Someone who sees the bigger picture.
A familiar team. A shared understanding. Room to move forward.
Can I use Tallvera for bookkeeping or taxes?
Tallvera offers bookkeeping now. Tax services are in development, and Tallvera is not accepting tax engagements, tax documents, or tax appointments. Seek a qualified tax professional for current tax needs.
What if my books are behind?
That is a good place to start a conversation. We will review the months involved and the condition of your records, then scope catch-up or cleanup work before ongoing bookkeeping begins.
Who is this for?
Current bookkeeping services are designed for small-business owners and self-employed people. Tax pages provide pre-launch education for future services and do not accept tax work.
How is pricing determined?
Monthly bookkeeping starts at $299 per month. Catch-up and cleanup each start at $500. Final scope and fee depend on fit, transaction volume, account count, record condition, and complexity. Tallvera does not offer a tax fee, proposal, or combined package during tax pre-launch.
YOUR NEXT CHAPTER STARTS HERE
Let’s get your numbers
working together.
Tell us where you are. We’ll figure out the next step together.
Prepare a bookkeeping review