01 ✧
Individual Tax Preparation
Organized, attentive support preparing individual tax returns and understanding the documents needed for filing.
Your trusted virtual financial partner
Financial clarity.
Business confidence.
Thoughtful bookkeeping, tax preparation, payroll, and business support for individuals and growing businesses. Professional service, personal attention, and a seamless experience—wherever you are.
Fully virtualBilingual supportIndividual & business clients
What we do
Solutions for every financial chapter.
Whether you are organizing your personal taxes, launching a business, or managing day-to-day finances, LJ Financial Services provides practical support tailored to your needs.
02 ✧
Business Tax Preparation
Tax preparation support for qualifying business entities, with an emphasis on accurate records and timely filing.
03 ✧
Monthly Bookkeeping
Transaction categorization, account reconciliations, and financial reports that help you know where your business stands.
04 ✧
Payroll & Reporting
Payroll processing assistance, payroll tax filings, and ongoing support to keep routine responsibilities on track.
05 ✧
Business Startup Support
Administrative support for LLC or corporation formation, EIN applications, and financial setup for new ventures.
06 ✧
Cleanup & Audit Support
Bookkeeping catch-up, document organization, and support preparing records for workers’ compensation and liability premium audits.
Services are customized to each client. Engagement scope and fees are confirmed before work begins.
For individuals & entrepreneurs
Support that meets you where you are.
Financial tasks can feel complicated. We help turn paperwork, deadlines, and everyday financial questions into a clearer path forward.
From the first tax return to the next phase of business growth, our approach is practical, responsive, and grounded in your goals.
Tell Us What You Need →Who we help
Personalized service.
Entirely online.
- Individuals and families
- Freelancers and self-employed professionals
- New business owners
- Established small businesses
- English- and Spanish-speaking clients
Simple by design
Professional service. Zero commute.
Work with us remotely, from your initial inquiry through project completion.
01
Get in touch
Tell us what you need through our consultation request form.
02
Discuss your goals
We review your needs, recommend next steps, and agree on the scope of service.
03
Share documents securely
Once onboarded, submit financial documents using our designated secure process.
04
Move forward confidently
Receive updates and completed work electronically.
Our philosophy
We believe financial guidance should feel approachable—not overwhelming.
Bilingual communication. Clear expectations. A practical, personalized approach.
About LJ Financial Services
A more personal way to manage your finances.
LJ Financial Services was created to make essential accounting and financial services more accessible to individuals and small-business owners.
We bring the convenience of virtual service together with the care and attention of a dedicated financial support partner. We take time to understand your situation, explain the process, and help you stay organized as your needs evolve.
Your goals deserve more than a one-size-fits-all solution.
Common questions
Answers before you get started.
Is LJ Financial Services completely virtual?
Yes. Consultations, onboarding, document exchange, and service delivery are designed to happen remotely. There is no need to visit an office.
Do you work with both individuals and businesses?
Yes. We support individuals with tax-related needs and help businesses with bookkeeping, payroll, tax preparation, and administrative startup services.
Can I receive service in Spanish?
Yes. We offer communication in English and Spanish.
How much do your services cost?
Pricing depends on the scope and complexity of your needs. We provide a quote after learning more about your situation.
How do I send sensitive financial documents?
After onboarding, we will provide instructions for a secure document-sharing method. Please do not send Social Security numbers, tax returns, or other sensitive records through the general inquiry form.
Let's get organized
Ready for a clearer financial future?
Whether you need help with personal taxes or reliable support for your business, we would love to learn more about your goals.
Book a Free Consultation →Meet with us online
Book Your Free Virtual Discovery Call
Choose a convenient time for a complimentary 30-minute introductory call. We work with individuals and small businesses, in English and Spanish.
30-Minute Discovery Call
Free · 100% virtual · Individual and business clients
Request a Call by Email →Book online through our Calendly scheduling page.
Please do not submit tax returns, account numbers, or Social Security numbers when booking.
Start the conversation
Let's talk about what you need.
Share a few details and we'll help you identify the right next step. Our services are provided virtually, with bilingual assistance available.
Email usLjfinancialservices@outlook.com
Service model100% virtual · No office visit required
LanguagesEnglish & Spanish
Consultation and document sharingBook online using our Calendly page. Secure document sharing is arranged separately during onboarding.
Schedule a Virtual Consultation
Tell us what you need during a complimentary 30-minute call. We offer virtual bookkeeping, tax preparation, payroll, and business services in English and Spanish.
Prefer email? Ljfinancialservices@outlook.com
Please do not email tax returns, Social Security numbers, or sensitive financial records. A secure client portal will be available separately.