Tax time doesn’t have to be stressful. We provide personalized guidance for federal, state, and local returns — helping you understand your filing, maximize your refund, and stay fully compliant. Every return is reviewed with care. E‑file and direct deposit are always included at no extra cost.
What’s Included
File with confidence. Plan with purpose.
Federal, state, and local returns (individuals & small businesses)
Year‑round tax planning and withholdings/estimates support
Refund optimization and credit review
Secure portal, e‑signature, and document checklists
E‑file + direct deposit at no additional charge
How It Works
Simple, caring process
Quick consult: share your goals; we scope your return and provide a clear quote.
Secure intake: upload docs via our encrypted portal; use our checklists to stay organized.
Preparation & review: we prepare, then review together and answer your questions in plain language.
E‑file & track: we e‑file, set up refund tracking, and note next‑steps for the year.
Tax Prep Checklist
To help us prepare your return accurately and efficiently, please gather the following. (Not all items apply to every taxpayer.)
Personal Information
Income Documents
Deductions & Adjustments
Credits & Family Information
Other Important Documents
Optional but Helpful
Where’s My Refund?
Wondering when you’ll receive your IRS refund?
The timeline depends on how you filed:
E-filed returns: Typically processed within 21 days.
Paper returns: May take 6–8 weeks to receive a check.
Amended returns: Typically take 16 weeks or more to process
Extensions: Filing extension provides additional time to submit, not to receive refund
Business tax prep is more than forms — it’s understanding your numbers, staying compliant, and keeping more of what you’ve earned. We get to know your entity, goals, and daily operations so your return truly reflects your financial picture.
Our Approach
Precision with a personal touch
Gather and review your financials (P&L, Balance Sheet, GL) for completeness and accuracy.
Analyze your entity type (Sole Prop, Partnership, LLC, Corporation) for tax treatment and savings opportunities.
Identify deductions & credits from operating costs to depreciation, benefits, and more.
Prepare and file all required federal, state, and local business returns on time.
Offer year‑round planning so smart decisions happen before tax season.
Why It Matters
Compliance, clarity, and confidence
Stay compliant with changing laws and deadlines.
Avoid penalties and missed deductions.
Strengthen records for lenders and investors.
Gain insight into performance to plan the next move.
Business Tax Prep Checklist
Gather what applies to your business. If something’s missing, we’ll help you fill the gaps.
Essential Business Information
Financial & Accounting Records
If You Don’t Have Last Year’s Return
Helpful Tip
We prepare you for success. Our CARE‑driven approach delivers personalized guidance, transparent communication, and trusted expertise — so you can run and grow your business with confidence.
We serve charities, churches, ministries, and community organizations with compassion and precision, so you can stay focused on your mission. From 990‑N postcards to full Form 990 reporting, Bish Business Services keeps you compliant and confident year‑round.
Our Approach
Mission‑minded. Detail‑oriented.
Gather and review financials (Statement of Activities, Statement of Financial Position, functional expenses, grants, & in‑kind).
Assess entity status and filing level (990‑N, 990‑EZ, 990) and whether 990‑T applies for unrelated business income.
Identify eligible credits and deductions and ensure public support tests (Schedule A) are satisfied.
Prepare and file federal, state, and local returns on time; coordinate state charitable registration as needed.
Provide year‑round planning for donor receipting, grant tracking, and board reporting.
Why It Matters
Transparency that builds trust
Stay compliant with evolving nonprofit rules and filing thresholds.
Protect tax‑exempt status with accurate, timely reporting.
Strengthen credibility with donors, grantors, and boards.
Gain insight into program costs and outcomes through functional reporting.
Nonprofit Tax Prep Checklist
Gather what applies to your organization. If something’s missing, we’ll help you fill the gaps.
Organization & Governance
Financial Statements & Accounting
Revenue, Donations & Grants
Payroll, Contractors & UBI
Programs & Narrative
Deadline reminder: For calendar‑year filers, the Form 990 series is generally due on the 15th day of the 5th month after fiscal year‑end. Extensions are available — ask us how.
ITIN support with warmth and precision. We prepare Form W‑7, review your documents, certify your identity so you don’t mail originals, and guide your application or renewal from start to finish — including family bundles.
At Bish Business Services, we combine expertise with empathy. As an IRS‑Authorized Certifying Acceptance Agent, we’re trained to verify identity and foreign status for ITIN (Individual Taxpayer Identification Number) applicants and transmit your W‑7 package correctly. Our year‑round team keeps you informed and supported at every step.
How We Help — Start to Approval
1) Friendly Consultation
We confirm whether you (or your dependent) need an ITIN, discuss filing requirements, and outline documents needed for identity and foreign status.
2) Document Review
We review your passport or alternative IDs and supporting papers for completeness and consistency before certification.
3) Form W‑7 & Tax Return Prep
We prepare Form W‑7 and the required U.S. tax return (or exception documentation), ensuring everything aligns with IRS rules.
4) In‑Person Certification
As a CAA, we certify your identity and foreign status so you keep your original documents. We include a Certificate of Accuracy with your package.
5) Submission & Tracking
We assemble and submit your W‑7 packet to the IRS and monitor for updates. If the IRS requests more information, we help you respond promptly.
6) Renewal Reminders
ITINs can expire if not used. We provide reminders and streamlined renewals for you and your family.
Who Needs an ITIN?
An ITIN is for individuals who must file a U.S. tax return or are listed on a return but are not eligible for a Social Security Number.
Common Situations
Non‑U.S. citizen required to file a U.S. tax return
Spouse or dependent of a U.S. taxpayer
Nonresident investor/landlord with U.S.‑source income
Student, researcher, or exchange visitor with tax filing need
Why Use a CAA?
No mailing of original passports — we certify identity
Correct, complete W‑7 package the first time
Guidance on exceptions and supporting documents
Family bundles and bilingual support (English • Español)
What We Don’t Do
We don’t provide legal advice or immigration services
We can’t guarantee IRS approval or processing times
We must see original IDs (or certified copies from the issuer)
ITIN Document Checklist
Bring as many items as apply. We’ll confirm exactly what’s needed for your situation.
Primary ID (Choose One)
Passport (preferred — proves identity and foreign status)
OR two of the following: National ID, U.S. Driver’s License, Foreign Voter Registration, U.S. State ID, Civil Birth Certificate (for dependents), U.S. or Foreign Military ID, Visa, Medical/School records (for dependents)
Support for Tax Purpose
U.S. tax return to be filed with W‑7 or exception documentation (e.g., bank interest reporting, mortgage reporting, treaty claim)
Proof of U.S. residency for dependents (school or medical records, lease, etc., as applicable)
Marriage certificate / birth certificates for spouse/dependents (if listed on the return)
Renewals
Expiring or expired ITIN notice (if received)
Most recent U.S. tax return where the ITIN was used
Note: We’ll advise if certified copies from the issuing agency are required. Requirements vary by applicant type and age.
Transparent pricing provided before we begin. Mobile appointments available in Hartford County (travel fees may apply).
FAQs
How long does the IRS take to process an ITIN?
Processing times vary by season and IRS volume. We’ll assemble a complete package and monitor for updates. If the IRS requests more information, we’ll help you respond quickly.
Do I have to mail my passport?
No — as a CAA, we can verify your identity in person so you typically do not need to mail original passports. In limited cases, certified copies may be required.
Can you prepare my tax return too?
Yes. We offer individual and business tax preparation. Many clients combine ITIN services with return preparation for efficiency and clarity.
Ready to apply or renew your ITIN? We’ll make the process clear, comfortable, and compliant.
Guiding you from dream to launch with care and confidence. We partner with you to turn your vision into a structured, sustainable business built on a strong financial foundation.
Thinking about starting your own business? Congratulations — that spark of ambition is the beginning of something great! At Bish Business Services, we know the excitement is unmatched — and we also understand the challenges that follow: paperwork, compliance, and financial decisions that can shape your long‑term success. That’s where we come in. Our team blends expertise with empathy to help you avoid pitfalls, plan with clarity, and launch with confidence.
How We Help You Build a Strong Start
Starting a business isn’t just opening your doors — it’s creating a plan and structure that supports your goals.
Business Planning & Setup
Plan with purpose
Develop a clear business plan and financial roadmap
Estimate start‑up costs and identify funding sources
Evaluate borrowing power and financing options
Choose the right entity type (LLC, Corp, Partnership, Nonprofit)
Select accounting software and day‑one systems
Financial Guidance & Compliance
Build strong controls
Prepare a detailed cash flow plan
Set up billing & collections procedures
Create cost‑monitoring systems
Register for your EIN and obtain state licenses & permits
Offer payroll setup & filings when you hire
Guide employment law compliance and insurance needs
New Business Formation & Filing
File it right the first time
Check company name availability
Prepare & file Articles of Incorporation
Pay required state filing fees
Obtain your Federal Tax ID (EIN)
Form & register: C‑Corp, S‑Corp, LLC, Nonprofit, PLLC/PC
Partnership Agreements & Ongoing Support
Strong partnerships start with clarity. We draft or review partnership and operating agreements to define roles, responsibilities, and profit‑sharing — preventing conflict down the road. After formation, we stay with you through bookkeeping, payroll, tax preparation, and advisory so your business thrives.
Why Entrepreneurs Choose Bish Business Services
Warm, personalized guidance rooted in our CARE approach
Experience across industries — startups, nonprofits, and professional firms
Transparent pricing and timelines — no surprises
Long‑term partnership mindset — we grow with you
Bish Business Services — Start‑Up Document Checklist
Guiding You from Vision to Formation with CARE — Consulting • Accounting • Resources • Empathy
1) General Information
2) Formation & Legal Documents
For BusinessesFor Nonprofits
3) Financial Setup
4) Ownership & Key Personnel
5) Licenses, Permits & Insurance
6) Operational Essentials
7) For Nonprofits Only
8) Additional Resources from Bish Business Services
At Bish Business Services, tax planning is more than numbers, it’s about protecting what you’ve built and preparing for what’s ahead. We stay current on tax law through continuous training, so you’re guided with clarity, confidence, and care.
Our promise is simple: we help you keep more of what you earn by planning year‑round — not just during filing season. We listen to your goals, explore every available deduction, and design strategies that align with your values and financial journey.
How We Help You Succeed
Protect & Preserve
Protect your earnings
Reduce taxes on income, investments, and retirement distributions
Safeguard assets so more money works for you
Preserve your family’s future by minimizing estate and inheritance taxes
Plan for Growth
Build long‑term wealth
Investment and savings plans designed for efficient growth
Balance income timing to manage cash flow and minimize exposure
Charitable and family gifting strategies that maximize generosity
Year‑Round Guidance
Plan ahead, not after
Proactive check‑ins before year‑end and key deadlines
Clear action lists and support for life and income changes
Coordinated planning across payroll, benefits, and investments
Our Proven Tax Strategies
Strategic Income Allocation
Allocate income across family members or entities to make use of lower brackets — always compliant, always documented.
Lifestyle‑Aligned Planning
Align goals — a second home, charitable mission, education funding — with tax‑efficient structures and documentation.
Timing & Deferrals
Shift income and expenses, and leverage retirement plans to defer taxes into more favorable years.
Tax‑Exempt & State‑Smart Investing
Use tax‑exempt and tax‑efficient investments to lower federal and state obligations while staying aligned with your risk profile.
We don’t just prepare returns — we prepare you for lasting financial success. Clients often save many times our fee through thoughtful, ethical planning — and gain something more valuable: peace of mind and a clear path toward their goals.
Ready to plan ahead? Book a strategy session and let’s map out tax‑smart moves for the year.
Hands‑on learning for small to midsize businesses, startups, and students. We make compliance, QuickBooks, and budgeting clear, practical, and confidence‑building — with templates you can use right away.
Every session is built on the Bish CARE approach — Consulting, Accounting, Resources, and Empathy. That means expert content delivered with patience, plain language, and real‑world examples. Choose on‑site, virtual, or hybrid delivery to fit your audience.
As a small business owner, your time is best spent growing your company — not buried in bookkeeping. We keep your books accurate and on‑time so you can focus on customers, revenue, and results.
Disclaimer: Bish Business Services LLC is not a law firm or a certified public accounting (CPA) firm. We do not provide legal advice or representation. All services are for organizational, administrative, and educational purposes only, and we recommend consulting an attorney or CPA for legal or tax-specific matters.
Every month or quarter, we handle the essentials that form the foundation of your accounting system: bank reconciliation, income statement and balance sheet preparation, general ledger cleanup, and unlimited consultations when questions come up. Build a custom package by adding payroll, tax planning/prep, or advisory as you grow.
Choose Your Cadence
Monthly
Best for active businesses that want up‑to‑date financials and cash clarity.
Monthly reconciliation keeps your accounting and taxes accurate. It helps identify lost checks or deposits, catch unauthorized transactions, avoid bank posting errors/fees, detect internal misuse, and ensure you truly know how the business is performing. Proper reconciliation protects your cash and your peace of mind.
General Ledger & Financial Statement Preparation
The general ledger is the heart of your books. We review, correct duplicates or missing entries, and categorize transactions properly, then prepare clear financial statements: the Income Statement (P&L) to track performance and tax liability, and the Balance Sheet to show strength, trends, and lending readiness.
Cash Flow & Budgeting Analysis
We help you plan inflows/outflows, monitor spend, and spot trends early, rising costs, margin changes, or collection slowdowns. Get practical guidance on reserves, targets, and what to adjust before issues grow.
Bookkeeping (Monthly / Quarterly / Annual)
Transaction posting, categorization, and reconciliations in QuickBooks aligned to your cadence. Need back‑work? We can clean up prior periods and set standards so future months are smooth.
Accounting System Setup for New Businesses
Starting fresh? We’ll set up your QuickBooks chart of accounts, bank feeds, products/services, classes/locations (if needed), and smart workflows so you’re organized from day one.
Personal Financial Statements
Need statements for lending or landlords? We prepare accurate personal balance sheets and supporting schedules to complement your business financials.
QuickBooks Assistance — We’ve Got You
QuickBooks Online Setup & Cleanup
From initial setup to deep cleanups, we fix bank feed issues, chart of accounts sprawl, duplicate vendors/customers, and mis‑categorized transactions. We tailor QBO to your business — not the other way around.
Training & On‑Call Support
Prefer to do some tasks in‑house? We’ll train your team on best practices (invoicing, expense coding, reconciliations) and offer friendly, plain‑English support when you get stuck.
How do monthly reconciliations help me manage cash?
Reconciliations ensure your balances match the bank, prevent fees, and keep fraud in check. With clean books, you can manage payables/receivables and plan purchases confidently.
Can you work from my existing books?
Absolutely. We’ll review your current QuickBooks file, fix historical issues, and then maintain a clean, consistent process going forward.
What if I’m behind on bookkeeping?
No worries — we specialize in cleanups. We’ll prioritize high‑impact months, bring you current, and put a simple routine in place.
Ready for clear, reliable books? Let’s tailor a plan around your cadence and goals.
Organized, secure, and thoughtful. We help gather statements, organize records, and prepare supportive summaries
for attorneys or advisors, especially helpful for families and seniors.
Disclaimer: Bish Business Services LLC is not a law firm or a certified public accounting (CPA) firm. We do not provide legal advice or representation. All services are for organizational, administrative, and educational purposes only, and we recommend consulting an attorney or CPA for legal or tax-specific matters.
Life doesn’t pause for paperwork. Our compassionate team offers steady, practical support so your documents are accurate, complete,
and easy for professionals to review. We work at your pace, in plain language, and with the utmost respect for your privacy.
What We Can Do For You
Record Gathering & Organization
Collect bank, investment, and retirement statements
Compile insurance, mortgage, and loan documents
Inventory of assets and recurring bills
Secure digital and/or binder organization
Clear Summaries for Advisors
Tidy net‑worth snapshots and account lists
Beneficiary and titling overview (as provided)
Transaction summaries for attorneys/CPAs
Year‑ready packets for tax preparers
Family & Senior Support
Gentle, step‑by‑step coordination
Document review sessions with caregivers
Appointment preparation checklists
Notary services available (Hartford County)
Secure Setup & Ongoing Help
Paper → digital file conversion & labeling
Password list patterns & secure sharing guidance
Quarterly tidy‑ups and reminders
Coordination with your attorney or advisor
Our Gentle, Organized Process
1 · Welcome Call
We listen first — goals, timelines, and who’s involved. We agree on scope and privacy preferences.
2 · Secure Intake
We provide a simple checklist and a secure upload link or plan an in‑person pickup.
3 · Organize & Summarize
We sort, label, and prepare concise summaries. You review and approve before sharing.
4 · Professional‑Ready Packet
We assemble a clean packet for attorneys, advisors, or tax preparers with an index.
5 · Handover & Support
We hand off securely and can join meetings or provide ongoing tidy‑ups as needed.
Privacy & Security — Our Promise
Respect & Confidentiality
We handle every document as if it were our own. Confidentiality agreements available upon request.
Secure Handling
Encrypted digital transfer, limited‑access storage, and options to return or shred hard copies after completion.
Who Benefits Most
Families & Seniors
Make sense of accounts, bills, and documents with patient, steady guidance.
Executors & Trustees
Organize estate records quickly and accurately for a smooth administration.
Busy Professionals
Prepare a clean, up‑to‑date financial snapshot for advisors and planning.
Friendly, reliable, and compliant notarizations — in‑office or mobile. From real‑estate signings to everyday documents, Bish Business Services provides warm, professional service when and where you need it.
Disclaimer: Bish Business Services LLC is not a law firm or a certified public accounting (CPA) firm. We do not provide legal advice or representation. All services are for organizational, administrative, and educational purposes only, and we recommend consulting an attorney or CPA for legal or tax-specific matters.
We believe notarization should be clear, convenient, and respectful of your time. Our team serves individuals, families, and small businesses across Hartford County with the same Bish values you know: integrity, empathy, and excellence.
What We Notarize
(Please bring a valid, unexpired government‑issued photo ID.)
General Notarization
Acknowledgments & Jurats
Affidavits & Sworn Statements
Copy Certifications* & Oaths/Affirmations
Real Estate & Loans
Deeds, Mortgages, HELOCs
Buyer/Seller Packages
Loan Modifications & Refi
Personal & Family
Power of Attorney & Health Care Proxies
Wills/Trusts (witnessing per CT rules)
School & Travel Consent Forms
Business & Employment
I‑9 Authorized Representative*
Vendor Agreements & Corporate Docs
Insurance & Financial Forms
Bilingual Support
English • Español — Clear communication for every signing.
Mobile Notary
We travel to homes, hospitals, workplaces, and community locations across Hartford County. Travel fees may apply.
*Copy certifications and I‑9 services are provided as permitted; we do not provide legal advice.
Service Area — Hartford County
Bloomfield • Hartford • West Hartford • East Hartford • Windsor • Windsor Locks • Manchester • East Windsor • Newington • Wethersfield • Rocky Hill • Avon • Simsbury • Farmington • Enfield • Glastonbury and surrounding towns.
Flexible Appointments
Weekdays, evenings, and select weekends by appointment. Same‑day availability often possible — call or book online.
What to Bring
Acceptable ID
Unexpired Driver’s License, State ID, or Passport
U.S. Military ID or Permanent Resident Card
Other government‑issued photo ID (case‑by‑case)
Documents
Bring unsigned documents (you’ll sign in front of the notary)
All required pages, not just signature pages
Any instructions from your lender/agency
Witnesses
Some documents require witnesses. Please advise in advance.
We can help arrange witnesses for an additional fee when available.
Transparent Pricing
Standard Notarizations
Per‑signature/state‑regulated fees. Travel and after‑hours fees quoted upfront for mobile appointments.
Loan & Real‑Estate Packages
Flat rates based on document type and location. Ask about same‑day and hospital/long‑term care visits.
We are not attorneys and do not provide legal advice. If you need legal guidance, please consult an attorney.
Ready to notarize? Book an appointment — in‑office or mobile — and we’ll confirm the details.
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