Tax, bookkeeping & financial services

Books that balance. Taxes filed on time. No surprises in April.

We keep your books reconciled every month and prepare your business and personal returns, so you always know where your money stands and what you owe.

CPA-owned firm QuickBooks Online ProAdvisor 100% remote
September close · Operating acct Reconciled
ItemAmount
Opening balance$24,180.42
Client deposits (38)+$31,905.00✓
Payroll · 2 runs−$14,226.18✓
Vendor bills (21)−$8,412.67✓
Q3 est. tax set-aside−$4,500.00✓
Ending balance$28,946.57✓
Example of the month-end report every client receives. Difference to bank statement: $0.00
About us

More than data entry. We read the numbers with you.

Baidwan Financial and Tax Services is a tax and bookkeeping practice for owner-run businesses: contractors, agencies, clinics, shops and online sellers. Every account is reconciled to the penny each month, and then we look at what the reports are telling you.

Because the same team keeps your books and prepares your returns, tax season is a short conversation instead of a scramble for receipts. You get clean financials all year and a return built on records we already trust.

10thBooks closed by the 10th of each month
1 dayReply time on every client question
1 teamBooks and taxes under one roof
Gagandeep Singh, CPA
Meet the founder

Gagandeep (“G”) Singh, CPA

Founder & Principal

Gagandeep Singh is a CPA with a decade of accounting experience across construction, real estate, retail and many other industries. His work spans financial statement reporting, tax, external audits, and business formations and restructurings.

G began his career at a mid-sized accounting firm and went on to spend several years at PwC. Along the way, he saw how much small businesses depend on accurate financial reporting, and how much time and money it saves them. He founded Baidwan Financial and Tax Services to bring that level of expertise to owners who need it most.

Our mission

Give small business owners and families accurate books, on-time filings and honest advice, so money decisions feel clear instead of stressful.

Who we serve

  • Sole proprietors & freelancers
  • LLCs, S corps & partnerships
  • Contractors & trades
  • Restaurants & retail
  • Real estate investors
  • Individuals & families

How we work

Flat monthly pricing, secure document sharing, and a real person who answers your call. We work with clients remotely and in person.

Services

Everything your finances need, in one place

Pick a single service or bundle them. Most clients start with monthly bookkeeping and add tax preparation.

Monthly

Bookkeeping

Transactions categorized, accounts reconciled and books closed every month.

  • Bank & credit card reconciliation
  • P&L, balance sheet, cash flow
  • Receipt and bill management
Annual

Business tax returns

Preparation and e-filing for sole proprietors, partnerships, S corps and C corps.

  • Schedule C, 1065, 1120-S, 1120
  • State returns
  • Year-end tax planning meeting
Annual

Individual tax returns

Personal returns for owners and families, coordinated with your business return.

  • Form 1040 and state
  • Rental and investment income
  • Quarterly estimate planning
Per run

Payroll

Pay your team on time with payroll taxes filed and deposited for you.

  • Direct deposit & pay stubs
  • Forms 941, 940, W-2
  • Contractor 1099-NEC filing
One-time

Catch-up & cleanup

Behind by months or years? We rebuild your records so you can file with confidence.

  • Prior-year reconstruction
  • Fixing miscategorized accounts
  • Unfiled return support
Quarterly

Advisory & CFO insights

Regular reviews of margins, cash flow and pricing to guide your next decision.

  • KPI dashboards
  • Budgets and forecasts
  • Entity selection guidance
How it works

From first call to clean books in about two weeks

Free consultation

A 30-minute call to learn about your business, your software and where things stand today.

Fixed-price proposal

You get a flat monthly fee based on volume and services. No hourly billing surprises.

Secure onboarding

We connect read-only bank feeds, collect prior returns and clean up anything out of place.

Monthly close

Reconciled books and a short summary of what changed land in your inbox each month.

Tax calendar

Federal deadlines coming up

We track these for every client and send reminders well ahead of time.

  • Extended individual returnsForm 1040 for anyone who filed an extensionComing up
  • Q4 estimated tax paymentForm 1040-ES, final payment for 2026
  • W-2s and 1099-NECs dueTo workers and to the IRS / SSA
  • Partnership & S corp returnsForms 1065 and 1120-S
  • Individual & C corp returnsForms 1040 and 1120, plus Q1 estimate
Why clients choose us

Personal service backed by real expertise

Credentialed professionals

Your books and returns are handled by licensed tax preparers and certified bookkeepers, never outsourced.

One point of contact

A dedicated accountant who knows your business, answers your questions and remembers last year's details.

Clarity you can act on

Plain-language reports that show what you earned, what you spent and what to set aside for taxes.

Resources

From the blog

Bookkeeping · 4 min read

Why monthly reconciliation matters

Catching a duplicate charge in October is easy. Finding it next April is not. Here is how reconciliation protects your cash.

Read article →
Tax · 6 min read

Quarterly estimated taxes, explained

Who needs to pay them, how to calculate a safe amount, and how to avoid underpayment penalties.

Read article →
QuickBooks · 3 min read

Fixing undeposited funds in QuickBooks

A common cause of overstated income, and the steps to clear it out of your balance sheet.

Read article →
Get started

Ready to get your finances in order?

Book a free 30-minute consultation. We'll review where your books stand and give you a fixed-price quote, with no obligation.

Phone
(661) 812-3377
Email
gsingh@baidwanfinancial.com
Hours
Mon–Fri, 8:30am–5:30pm PT