TaxWizardUSA helps law firms fix their books and keep them current: cleanup and monthly bookkeeping on QuickBooks Online or Xero, monthly plans starting at $275, and tax return filing for your organization. The program is coordinated by our Nationwide Attorney Specialist, Marufa Akter.
Behind on your bookkeeping, or working from records you cannot rely on? We clean up and catch up your books so balances are accurate and accounts reconcile to the bank and to your client ledgers. That includes client trust (IOLTA) accounting: individual client ledgers and a monthly three-way reconciliation. Responsibility for trust-account compliance remains with the firm and its attorneys — our work keeps the records that compliance requires, to your jurisdiction's rules.
We work in QuickBooks Online or Xero — whichever your firm already uses — and we set your chart of accounts up for a law practice — operating, trust, and client-cost accounts kept separate and clean.
Ongoing monthly bookkeeping starting at $275 per month: transactions categorized, accounts reconciled, and clear monthly reports for your partners. The starting plan covers monthly bookkeeping for an active firm on QuickBooks Online or Xero; the final quote follows the first call and depends on transaction volume and the condition of the books.
Federal tax returns for your firm — partnerships and S corporations, including LLCs taxed as either — prepared and filed through the TaxWizardUSA system from the same reconciled books.
When the three-way reconciliation is months stale, a bar inquiry or a client complaint becomes a crisis. We keep it current — every month, as a matter of routine.
A retainer deposited to the wrong account, a fee transferred before it was earned — small errors with disciplinary exposure. We keep operating and trust money cleanly separated.
When the practice-management reports and the accounting records never agree, nobody trusts either. We keep QuickBooks Online or Xero reconciled to your firm's records.
Partner draws, client costs, and K-1 figures reconstructed at filing time. With the books current every month, your organization's return is a filing — not a project.
Marufa Akter — Nationwide Attorney Specialist. Dedicated bookkeeping and tax coordination for attorneys and law firms nationwide, drawing on her experience in legal bookkeeping for law firms. The specialist title is a TaxWizardUSA service designation for bookkeeping and tax coordination; it does not involve legal advice or representation.
(202) 946-1707
Business hours: Monday–Friday, 9 AM–5 PM Eastern.
Thirty minutes with Marufa to map your cleanup: calendly.com/marufa/30min
Marufa also leads the TaxWizardUSA Washington, DC location: taxwizardsusa.com/washington-dc.html
Tell us where your books stand — Marufa maps the cleanup with you.
Cleanup and setup on QuickBooks Online or Xero, trust accounts included.
Monthly bookkeeping from $275, and your organization's federal tax return prepared and filed through the same system.
Rafael Rodriguez, Jr., MBA is a tax preparer, not a CPA — the CPA is a higher, state-licensed credential. Services requiring a CPA are performed by our licensed CPA on staff.
Start with a thirty-minute call with our Nationwide Attorney Specialist.
Book a call