Our client runs a growing Shopify/Etsy store. As sales increased, the prior bookkeeping setup no longer delivered accurate, tax-efficient results.
We performed a fast audit of transactions (sales, marketplace fees, shipping, returns, ads), separated personal and business expenses, reviewed eligible deductions and credits (home office, mileage, §179/bonus depreciation, advertising), and built a schedule for quarterly estimated taxes.
Outcome: a clean, penalty-free return, savings from proper expense classification, and a clear payment plan for the year ahead. The client received a checklist and a simple monthly tracking dashboard.