Accounting Services
READY TO GET STARTED?
Register with White Rabbit
Here’s what you’ll need to complete your onboarding with White Rabbit Financial.
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Before applying, please ensure your business information is organized and ready to share, including your EIN and any relevant formation documents. When submitting your application, attach any materials that help us understand your business structure and accounting needs.
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If you still need to form a business entity, we can connect you with DSA, our trusted partner for business formation.
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Once registered, you’ll receive access to your secure Client Area for submitting documents, making payments, and managing your services.
STAY COMPLIANT
IRS and State Tax Forms
Once you begin services with White Rabbit Financial, you’ll receive the IRS and state forms needed for your tax elections and authorized representation.
Documents such as Form 2553 (S corporation election) and Form 2848 (authorization for IRS communication) may be required depending on your situation.
Our team will guide you through each filing, explain your tax options, and help ensure that all required registrations and annual reports are submitted so your business remains fully compliant.
EASY ONLINE ACCESS
Completing Your Monthly Report
Each month, you’ll submit your income and expense details through our secure online system using categories tailored to your business. It’s important to maintain accurate records, including bank statements and receipts, and provide the information needed for us to complete your monthly accounting.
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Your first Monthly Report is due within one month of beginning services. Submitting online is the most efficient option, and the system will guide you through each step.
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Monthly reporting allows us to monitor your financial health, provide insights throughout the year, and help you stay on track with estimated tax payments and payroll requirements. Staying current reduces surprises at year-end and keeps your business compliant.
MAXIMIZE YOUR TIME
Tax Return Preparation
Your accountant will provide monthly financials that help you understand the health of your business and stay ahead of any required quarterly tax payments. This proactive approach keeps your year-end filing efficient and minimizes surprises.
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White Rabbit Financial prepares both business and personal tax returns, including all required federal and state schedules. We review your full financial picture, credits, deductions, and additional income, to ensure accurate, compliant, and optimized filings.
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If questions come up along the way, our team is always available to support you.
DEDICATED ACCOUNT EXPERTISE
Accounting Support
At White Rabbit Financial, you’ll work with a dedicated accounting professional who provides ongoing guidance tailored to your business. From day one, we review your financial setup and ensure you’re equipped with the tools needed for accurate recordkeeping and smooth operations.
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Each month, you’ll receive financial statements that help you understand your business performance and stay ahead of quarterly tax obligations. This proactive approach keeps your filings efficient and reduces year-end surprises.
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We prepare both business and personal tax returns, federal and state, using a complete view of your financial picture to ensure accurate, compliant, and optimized reporting. Our team is always available to answer questions and support you throughout the year.
DSA Tax & Bookkeeping is joining White Rabbit Financial. You may notice changes to this site over the next few weeks as we complete the transition.