Tax Preparation Services
Federal income tax returns & extensions
State income tax returns
Sole proprietors, partnerships, LLCs and S-Corp tax returns
Foreign income and foreign assets reporting (FBAR/FinCen114)
Rental properties & schedule D investment transactions
Tax Representation Services
Resolve tax notices
Audit representation
Bookkeeping Services
Account reconciliations
Transaction categorization
Financial statements
Catch up & clean up projects
Hi, I’m Alex!
I help with your tax and accounting needs, as an Enrolled Agent, I've been admitted to practice before the IRS. I help individuals, families and business owners stay compliant with their tax return preparation and filing obligations.
I work with people in all 50 states, as well as expats and dual citizens living abroad. I am a member of the QuickBooks ProAdvisor program and provide virtual bookkeeping services.
I studied finance and accounting in college and graduate school, then worked in investment management, where I developed an appreciation for financial statements and analysis (as well as a lot of other things involving numbers, spreadsheets, formulas, and such). Then I worked in the entrepreneurial and start-up world of financial technology, consulting with clients on finance, accounting, and investment platforms. Over time, I’ve found my niche supporting individuals, families and small businesses.
I want to help you worry less about taxes, understand the tax process better and ultimately keep more of what you earn.
Let me help with your tax and bookkeeping needs- book time on my calendar.
Alexander Arellano, EA
Clean Slate Bookkeeping and Tax LLC
5900 Balcones Drive, Suite #23411
Austin, TX 78731
(512) 897-1040
info (at) cleanslatebookkeepingandtax.com
FAQs
Wether we work on your tax preparation, representation before the IRS or bookkeeping, we will give you access to our client portal, where we will be able to securely communicate and exchange documents.
We will each sign an Engagement Letter, outlining the work to be performed, deliverables, timing, deadlines, costs, payment terms and each parties' responsibilities.
Then we will send you either a Tax Organizer or Document Upload Requests and schedule any video or telephone calls needed to get started. For Bookkeeping services we require online access to your bookkeeping platform, and view-only access to bank and credit account info.
We'll keep you updated on our progress and may request additional documents, files or virtual meetings.
We will upload client copies of completed work to the client portal for you to download securely onto your device(s).
If you have any questions, don't hesitate to reach out.
**Please use our client portal for all sensitive documents or information! Thank you for not emailing or texting us anything that contains personal or sensitive information**
Our client portal is managed by TaxDome (and can be accessed here: https://portal.cleanslatebookkeepingandtax.com/login). We use this portal to exchange and sign documents securely. Please do not email any documents or sensitive info. Always use the client portal to keep your sensitive and personal identifiable information as secure as possible.
(Read more about TaxDome's Security Policies, SSAE-16 SOC 1 Compliance & SOC2 Certification here: taxdome.com/policies/security, taxdome.com/soc & taxdome.com/policies/soc2)
We work on US Federal and State Tax returns and Financial Reporting for individuals, families and small business clients in all 50 states, as well as US citizens and dual citizens living abroad. We use a secure cloud-based client portal, professional bookkeeping tax preparation software along with virtual meeting tools so that we can work with clients anywhere. That being said, we will only take on bookkeeping projects for US-based clients who are using US-based banks. Reach out and let's discuss how we can help.