Lvl Up Tax And Bookkeeping, LLC

Lvl Up Tax And Bookkeeping, LLC

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Columbia, SC & Online

Services offered

Accounting
Accounting - Budgeting & Forecasting Consultation
1 hr
One-on-one planning session to create or revise financial forecasts, budgets, and cash flow projections.
$150
Accounting - Profit & Loss Statement Preparation
1 hr
Generate a current P&L report for business insight, lender applications, or investor use.
$120
Accounting - Financial Statement Compilation (Full Set)
2 hrs
Deliver a full set of financials including income statement, balance sheet, and cash flow statement.
$225
Accounting - Sales Tax Filing (Per Period)
1 hr
Prepare and file state or local sales tax returns based on your sales platform or POS system.
$100
Accounting - Balance Sheet Preparation
1 hr
Compile a formal balance sheet reflecting assets, liabilities, and equity as of a specific reporting date.
$120

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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