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Bookkeeping + Tax

Bookkeeping Plus Tax: Clean Books, Tax Savings, and Year-Round Clarity Under One Roof

Integrated bookkeeping plus tax services for medical offices and service businesses. Clean books and tax filing under one roof, with Senior Tax Accountant oversight from day one.

Schedule your free financial health evaluation
Audit-Ready · Compliance-First
A GTB bookkeeper and tax accountant reviewing aligned financials
One team · One system Bookkeeping and tax filing, aligned every week
The problem

Why Medical Offices and Service Businesses Lose Thousands Every Year

Bookkeeping and tax should not be two separate services. When bookkeeping and tax filing do not talk to each other, you pay the price.

For medical offices

  • Insurance reimbursements that don't match reported income
  • Payroll not properly reconciled by the provider
  • Equipment and supplies miscategorized
  • EOB errors causing incorrect tax reporting

For service businesses

  • Missing receipts equal missing deductions
  • Mileage, tools, materials, and home office expenses not captured
  • Income overstated due to deposit mismatches
  • W-2 and 1099 mistakes creating IRS penalties

When providers are disconnected, this is what happens

  • Missing deductions
  • Inconsistent categorization
  • Mismatched deposits
  • IRS red flags
  • “Fix your books before we file” fees
  • Tax time panic

The villain is the gap between bookkeeping and taxes. Giesler-Tran Bookkeeping eliminates that gap.

Schedule your free financial health evaluation
The solution

The Bookkeeper and Tax Integration System

One team, one system, one source of truth. Clean books, tax strategy, filing, and compliance — all in one place.

1Clean Books
2Tax Strategy
3Filing
4Compliance

Tax-Smart Bookkeeping

Weekly accuracy, built for deductions.

  • Industry-specific Chart of Accounts
  • Coded for compliance
  • Built for deductions
  • Perfect reconciliation
  • Zero surprise adjustments at tax time

Cleanup and Reconstruction

Only if needed — fixing the mess first so tax filing is accurate.

  • No band-aids, no shortcuts
  • Fixes past transactions
  • Gets everything current before filing

In-House Tax Filing

CPA-level tax preparation without CPA-level pricing.

  • Federal & state tax returns
  • Multi-state filings
  • 1099 and W-2 support
  • Depreciation and asset schedules
  • Year-end review, bookkeeper + tax preparer together

Year-Round Tax Strategy

Updated every week, refreshed every quarter.

  • Books updated every week
  • Tax plan refreshed every quarter
  • Numbers current, always

Audit-Ready Documentation. Every line item has a trail. Every deduction has support. Every report ties out. No more “your books are not right — go fix them.” GTB fixes them and files them.

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Who it's built for

When Your Bookkeeper and Tax Preparer Are the Same Team, You Save Money

Built specifically for two types of businesses that need their financial records to be audit-proof and tax-ready year-round.

Medical Offices

Chiropractors Dentists Therapists PT Clinics NP-Run Practices Wellness Clinics Nonprofits

Service Businesses

Contractors Trades Home Services Consultants Agencies E-commerce Specialty Services

If you want compliance, clean numbers, and tax efficiency, Giesler-Tran Bookkeeping built this for you.

Your bottom line when bookkeeping and tax work together

  • More deductions captured
  • Fewer IRS problems
  • Accurate income reporting
  • No missed write-offs
  • Clean quarterly and year-end numbers
  • No expensive CPA fix-it bills

GTB aligns your tax filing with your actual operations. This is not convenience. It is a competitive advantage.

GTB identified over $35,000 in savings by correcting our categorization and expense tracking.

— Chris Waterman, MTM Services

Integrating bookkeeping and tax eliminated expensive CPA fix-it fees and end-of-year panic.

— GTB client

Weekly accuracy means zero surprise adjustments. We are tax-ready every single Monday.

— GTB client

Finally, our EOBs and insurance reimbursements match our tax reporting perfectly. No more red flags.

— GTB client
Get started with bookkeeping plus tax today
Pricing

Simple, Transparent Pricing for Bookkeeping Plus Tax Services

No hourly rates. No guessing. No surprise invoices. Flat-rate pricing across every service, so you always know what you're paying before the month begins.

Flat-rate

Bookkeeping

Flat-rate monthly, based on complexity and transaction volume.

Flat-rate

Tax Filing

Flat-rate, based on entity type and filing complexity.

Flexible

Cleanup

One-time upfront or split-pay available for businesses with prior-year issues.

Your free starting point — the Financial Health Evaluation includes

  • Tax review of your current books
  • A Bookkeeper and Tax Integration Plan specific to your business
  • A clear flat-rate monthly proposal
Bookkeeping Plus Tax Filing · Audit-Ready · Compliance-First
Schedule your free financial health evaluation
FAQ

Frequently Asked Questions About Bookkeeping Plus Tax Integration

Everything you need to know before getting started.

How does the Bookkeeper and Tax Integration System help my business?
The Bookkeeper and Tax Integration System eliminates the gap between bookkeeping and tax preparation, allowing for year-round tax planning instead of just year-end filing. Your books and your tax return are always aligned.
Why should bookkeeping and taxes be handled by the same team?
When bookkeeping and tax duties are separated, communication gaps lead to expensive fix-it fees and missed deductions. Inconsistent categorization and mismatched deposits trigger IRS red flags and cause businesses to lose thousands annually. A unified team eliminates the gap where income is overstated, expenses are overlooked, and you are left paying for uncoordinated providers.
Who is the Bookkeeper and Tax Integration System built for?
This system is built specifically for medical offices including chiropractors, dentists, and therapists, and service-based businesses including contractors, trades, and consultants who need their financial records to be audit-proof and tax-ready.
How does this system help reduce my tax bill?
It lowers your tax bill by accurately categorizing transactions, reconciling income, capturing every valid deduction, and ensuring your books support every number on your tax return.
Can Giesler-Tran Bookkeeping file my taxes as well as manage my books?
Yes. Giesler-Tran Bookkeeping's Senior Tax Accountant files taxes in-house or works with your current CPA if you prefer to keep that relationship.
What does the Bookkeeping Plus Tax service include?
The service covers monthly bookkeeping, weekly reconciliations, financial statements, tax-ready records, tax preparation, and year-end filing — customized for your business type and complexity.
Do you clean up old books before filing taxes?
Yes. If your books are behind or inaccurate, Giesler-Tran Bookkeeping starts with a cleanup to fix past transactions and get everything current before filing. No shortcuts and no band-aids.
How do I get started?
It starts with a Free Financial Health Evaluation. GTB reviews your current books, identifies tax risks, and provides a clear flat-rate monthly proposal with no obligation.

Your books decide your taxes. Let Giesler-Tran Bookkeeping fix both — together.

Bookkeeping Plus Tax Filing · Audit-Ready · Compliance-First

Schedule your free financial health evaluation
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