Lvl Up Tax And Bookkeeping, LLC

Lvl Up Tax And Bookkeeping, LLC

No reviews yet
Columbia, SC & Online

Services offered

Accounting
Accounting - 1099 Preparation & Filing (Per Recipient)
30 mins
Prepare and e-file 1099-NEC or 1099-MISC forms for eligible contractors, including W-9 review.
$45
Accounting - Accounting Software Training (QuickBooks, Xero)
1 hr
Personalized training session to help you navigate and use your accounting software effectively.
$125
Accounting - Balance Sheet Preparation
1 hr
Compile a formal balance sheet reflecting assets, liabilities, and equity as of a specific reporting date.
$120
Accounting - Bank & Credit Card Reconciliation (Per Account)
1 hr
Match statement activity to accounting records and resolve discrepancies in one business account.
$85
Accounting - Budgeting & Forecasting Consultation
1 hr
One-on-one planning session to create or revise financial forecasts, budgets, and cash flow projections.
$150

About

Lvl Up Tax and Bookkeeping offers professional tax preparation and bookkeeping services backed by 15 years of experience. We help individuals, entrepreneurs, and small businesses stay organized, compliant, and confident in their finances. From tax filing to ongoing bookkeeping and financial cleanup, we provide accurate, transparent, and personalized support year-round—so you can focus on growth while we handle the numbers.

All services are provided in accordance with applicable IRS guidelines. Tax results may vary based on individual circumstances.


Highlights

Serves Columbia, SC
Offers online services

Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

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