Bookkeeping & Tax Services

Your finances,
handled with care.

Osbourne Bookkeeping helps individuals and small businesses stay organized, tax-ready, and financially confident — without the stress.

What I Offer

Services built around you

Whether you're an individual keeping your finances in order or a small business owner ready to grow — I've got you covered.

📒

Bookkeeping

Accurate, organized records so you always know where your money is going — and can make confident decisions.

  • Monthly transaction categorization
  • Bank & credit card reconciliation
  • Accounts payable & receivable tracking
  • Financial statement preparation
  • Services for individuals & small businesses
  • QuickBooks or spreadsheet-based workflows
📋

Tax Preparation

From a simple return to a complex filing with multiple income sources — prepared accurately and filed on time.

  • Single W-2 with standard deduction
  • Multiple W-2s & 1099 income
  • Self-employment & Schedule C
  • Deductions & tax credits
  • Federal & state filing
  • Year-round tax planning guidance
Transparent Pricing

Simple, flat-rate fees

No hourly surprises. Know exactly what you'll pay before we get started.

Bookkeeping Services
Individual

Starter

$75 / month

Perfect for individuals & sole proprietors with minimal transactions

  • Spreadsheet-based recordkeeping
  • Monthly transaction categorization
  • Bank reconciliation (1 account)
  • Monthly summary report
  • Email support
Get Started
Small Business

Standard

$325 / month

For established businesses with higher transaction volume

  • QuickBooks management
  • 50–150 transactions/month
  • Full reconciliation suite
  • Payroll records support
  • Quarterly financial review
  • Priority support
Get Started
Tax Preparation
Tax Prep

Simple Return

$85 / return

One W-2, standard deduction, straightforward filing

  • Single W-2 income
  • Standard deduction
  • Federal & state filing
  • Direct deposit setup
  • 3–7 business day turnaround
Get Started
Tax Prep

Complex Return

$275+ / return

Self-employed, business income, multiple schedules

  • Schedule C (self-employment)
  • Multiple income sources
  • Business deductions & credits
  • Home office & vehicle deductions
  • Federal & state filing
  • 7–10 business day turnaround
Get Started

* Additional state returns are $50 each. Final pricing confirmed after initial consultation. All prices are starting rates.

A trusted partner for your financial life

At Osbourne Bookkeeping, I believe that everyone — from sole proprietors to growing small businesses — deserves accurate books and a stress-free tax season.

I take the time to understand your unique situation and deliver personalized service, not a one-size-fits-all solution. You'll always know who's handling your finances.

Work With Me
100%Personalized service
2Core service areas
AllTax complexities handled
1:1Direct client access
Why Osbourne

What sets us apart

You deserve more than a form and a file. Here's what you get when you work with Osbourne Bookkeeping.

🔍

Attention to Detail

Every number gets a second look. Accuracy is the foundation of everything I do.

🤝

Personal Approach

You work directly with me — no hand-offs, no confusion, just clear communication.

📅

Always On Time

Deadlines matter. Your books and returns are completed on schedule, every time.

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Confidential & Secure

Your financial information is handled with the utmost care and discretion.

Client Portal

Send your documents securely

Use the secure upload portal to submit your documents, or reference the checklist to make sure you have everything ready.

📁

Secure Document Upload

Click below to securely upload your tax documents, bank statements, or any other files directly to Osbourne Bookkeeping.

Upload Documents →

Accepted formats: PDF, JPG, PNG, XLSX, CSV, DOC

Document Checklist

Simple Tax Return

  • W-2 from employer
  • Social Security number
  • Last year's tax return (if available)
  • Bank account info for direct deposit
  • Government-issued photo ID

Standard Tax Return

  • All W-2 forms
  • All 1099 forms (freelance, interest, dividends, unemployment)
  • Student loan interest statement (1098-E)
  • Mortgage interest statement (1098) if applicable
  • Childcare expenses & provider's EIN
  • Social Security numbers for all dependents
  • Last year's tax return

Complex Tax Return

  • All W-2s & 1099-NEC forms received
  • Business income records / profit & loss summary
  • All business expense receipts
  • Home office measurements (if claiming deduction)
  • Mileage log (if claiming vehicle deduction)
  • Health insurance premiums paid
  • Quarterly estimated tax payments made
  • Prior year tax return

Bookkeeping Clients

  • Bank statements (all accounts)
  • Credit card statements
  • Receipts for business expenses
  • Payroll records (if applicable)
  • Prior year financial statements
  • Any loan or lease agreements
Questions

Frequently asked questions

Don't see your question here? Reach out and I'll be happy to help.

Yes! I work with clients across the United States. All services can be completed fully remotely via email and the secure document upload portal on this site.
For business bookkeeping clients I use QuickBooks. For individual clients or smaller-scale needs, I also offer Excel or Google Sheets-based bookkeeping — a more affordable option that works perfectly for lower volume situations.
You can submit documents via the secure document upload portal on this website, or by emailing them directly. All files are handled with strict confidentiality.
Bookkeeping is charged as a flat monthly fee based on your business size and transaction volume. Tax preparation is a flat fee per return based on complexity. All pricing is confirmed upfront before any work begins — no surprises.
Simple returns are typically completed within 3–7 business days. Complex returns involving self-employment or multiple income sources take 7–10 business days. Turnaround begins once all required documents are received.
Simple questions are addressed within 8–24 business hours. More complex requests that require research or review are typically handled within 2–4 business days.
Yes! I offer professionally designed bookkeeping templates through my Etsy shop, Balanced Decimals — a great option for very small businesses or individuals who prefer to manage their own books.
No judgment here — it happens more than you think! I offer catch-up bookkeeping services to get your records current. Reach out through the contact form and describe your situation and I'll put together a plan and quote for you.
Get Started

Let's talk about your needs

Ready to get organized?

Whether you need help with your books, have questions about tax prep, or just want to learn more — reach out and I'll get back to you promptly.

📧osbournebookkeeping@gmail.com
📍South Florida
🕐Response within 1 business day

Legal

Privacy Policy

Last updated: April 2025

1. Introduction

Osbourne Bookkeeping is committed to protecting your personal information. This Privacy Policy explains how I collect, use, and safeguard the information you provide when using this website or engaging my bookkeeping and tax preparation services.

2. Information I Collect

I may collect your name, email address, and message content when you submit the contact form; financial documents, tax records, Social Security numbers, bank statements, and other sensitive financial data you voluntarily submit for services; and any other information you choose to provide.

3. How I Use Your Information

Your information is used solely to provide the services you have requested. I do not sell, rent, trade, or share your personal or financial information with any third parties except as required by law or as explicitly authorized by you.

4. Document Security

Financial documents are stored securely and accessed only by authorized personnel. Client files are retained for a minimum of 7 years in accordance with IRS guidelines. You may request deletion at any time by contacting osbournebookkeeping@gmail.com, subject to legal retention requirements.

5. Cookies & Website Data

This website does not use tracking cookies beyond what is provided by Netlify. No third-party advertising or tracking scripts are used on this site.

6. Third-Party Services

This website is hosted by Netlify and uses Google Drive for document collection. These services have their own privacy policies and are used solely to deliver services to you.

7. Advertising

The Decimal Points blog section of this website may display advertisements served by Google AdSense or similar networks in the future. If and when ads are introduced, this policy will be updated accordingly.

8. Your Rights

You have the right to access, correct, or request deletion of your personal information at any time. Contact osbournebookkeeping@gmail.com and I will respond within 10 business days.