V2K Tax Services
Business & Personal Tax Services
Accurate tax preparation begins with understanding the complete financial picture. Led by Sherri Terry, V2K provides business and personal tax services backed by more than 30 years of bookkeeping, tax, payroll, accounting, and financial-management experience. We specialize in helping contractors and construction companies organize their financial information, prepare for tax filing, and better understand how their business and personal finances work together. Remote tax services are available nationwide.
The Foundation
More Than Entering Numbers on a Tax Return
Tax preparation becomes more difficult when bookkeeping is incomplete, business and personal expenses are mixed, or important financial documents are missing. V2K takes a practical, organized approach to tax preparation. We help clients identify the information needed, address bookkeeping concerns, and prepare returns using the financial records provided. Our goal is to make the process easier to understand while helping you maintain better records throughout the year.
Business & Corporate Tax Services
Every Business Has Different Filing Requirements
Filing requirements are based on a business's legal structure, ownership, income, payroll, and financial activity. V2K provides tax-preparation and tax-readiness support for eligible:
Services are based on the client's circumstances and the agreed engagement.
Business Tax Preparation
Business Tax Preparation
Business tax services may include:
V2K does not make unsupported promises about refunds, tax savings, or audit outcomes. Recommendations depend on the client's records, business structure, and applicable tax requirements.
Construction Tax Services
Tax Support That Understands the Construction Business
Construction companies often have financial activity that is more complicated than that of an ordinary service business. Contractors may manage:
V2K understands the connection between construction bookkeeping, job costing, financial reporting, and tax preparation. We help organize the financial information behind the return so business owners can better understand what is being reported.
Bookkeeping + Tax
Better Books Create a Better Tax Process
Tax preparation should not begin with a year's worth of unidentified transactions. When bookkeeping and tax services work together, clients may benefit from:
- More organized financial records
- Fewer unidentified transactions
- Properly reconciled accounts
- Clearer business-expense categories
- Better documentation
- More reliable financial reports
- Less year-end confusion
- Improved communication during tax preparation
- A clearer understanding of business performance
V2K can provide ongoing construction bookkeeping separately or coordinate tax preparation using records maintained by the client or another bookkeeping professional.
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Bookkeeping and tax coordination
Business Tax Readiness
Prepare Before the Filing Deadline Arrives
Tax readiness is the process of making sure the company's records and documents are organized before preparation begins. V2K can help clients review whether they have:
When information is incomplete, we identify what is missing and explain what may be needed to move forward.
Personal Tax Services
Personal Tax Services
Personal tax returns can become more complicated when an individual owns a business, earns self-employment income, has multiple sources of income, or must coordinate business and personal financial information. Sherri brings decades of tax-preparation and financial experience to individuals and families seeking knowledgeable, personal assistance. Personal tax services may include:
Available services depend on the complexity of the return and the information supplied by the client.
Tax Services for Business Owners
Your Business and Personal Taxes Are Connected
For many contractors and small-business owners, company finances directly affect the personal tax return. Business income, owner compensation, distributions, estimated payments, vehicle use, insurance, retirement contributions, and other financial activity may need to be considered together. V2K helps business owners organize both sides of the picture, reducing the disconnect that can occur when business bookkeeping and personal tax preparation are handled without coordination.
Year-Round Tax Support
Tax Planning Should Not Begin After the Year Ends
Many important business decisions occur throughout the year—not just during tax season. Year-round support may include:
Tax outcomes depend on each client's individual facts and applicable tax rules. V2K does not promise a specific deduction, refund, or tax result.
Your Tax Services Lead
Sherri Terry
Why Work With Sherri Terry
Decades of Practical Financial Experience
Sherri Terry brings more than 30 years of bookkeeping, tax, payroll, financial-management, and business experience to V2K clients. Her background includes:
- Income-tax preparation education through H&R Block Tax School
- Professional tax-preparation experience
- More than 20 years of personal tax assistance
- Bookkeeping and human-resources experience
- Construction project billing
- Bachelor's-level accounting studies
- Business ownership
- Construction bookkeeping
- Financial reporting and cash-flow management
- Advanced Fractional CFO education
Sherri's approach is personal, organized, and grounded in real business experience. She helps clients understand what information is needed and why it matters.
Who We Serve
Who We Serve
Business tax services are designed for the construction and skilled-trade community. Personal tax services are available for individuals, families, self-employed professionals, and business owners whose returns fall within V2K's service capabilities.
Our Process
Our Tax-Service Process
Initial Consultation
We discuss whether you need business tax preparation, personal tax preparation, bookkeeping support, or a combination of services.
Document Checklist
V2K provides guidance regarding the documents and financial records needed for your engagement.
Bookkeeping and Readiness Review
When applicable, we review the available business records and identify missing, incomplete, or unreconciled information.
Tax Preparation
The return is prepared using the information and documentation provided by the client.
Client Review
We review the return with you, answer questions within our professional scope, and request clarification when needed.
Filing and Ongoing Support
After required approvals and authorizations are completed, eligible returns can be filed. We can also discuss bookkeeping and tax-readiness support for the coming year.
FAQ
Frequently Asked Questions
Do you prepare both business and personal tax returns?
Yes. V2K offers tax-preparation services for eligible businesses and individuals. Business owners may choose to have their business and personal tax information coordinated through one provider.
Do you specialize in construction companies?
Construction is a primary V2K specialty. Sherri's experience with bookkeeping, construction project billing, job costing, and financial management provides a practical understanding of how contractors operate.
Can you prepare corporate tax returns?
V2K can prepare returns for eligible corporations and other business entities within its professional capabilities. We review the entity structure and complexity before accepting the engagement.
Do I need to use V2K for bookkeeping to receive tax services?
No. However, the bookkeeping records must be sufficiently complete and reliable for tax preparation. If cleanup is needed, we will explain the available options before proceeding.
Can you clean up my books before preparing the return?
Yes, depending on the condition of the records and the information available. Bookkeeping cleanup is a separate service and may require an additional scope and fee.
Do you provide tax planning?
V2K can provide general tax-readiness and planning support within the scope of its services. Complex legal, entity-structuring, or specialized tax matters may require coordination with a CPA, enrolled agent, or tax attorney.
Is V2K a CPA firm?
V2K should not be represented as a CPA firm unless that designation is independently verified. V2K provides bookkeeping, tax-preparation, financial-management, and Fractional CFO services within the qualifications of its professionals.
Do you guarantee a refund or a specific amount of tax savings?
No. Tax results depend on each client's income, expenses, documentation, business structure, personal circumstances, and applicable tax rules.
Are services available outside Texas?
Yes. Remote business and personal tax services may be available nationwide, subject to the type and complexity of the engagement.
Have more questions? View all FAQs or contact V2K.
Bring Your Bookkeeping, Business Taxes, and Personal Taxes Together
Whether you operate a construction company, own another type of small business, or need help preparing your personal return, V2K provides experienced and organized tax support. Start with a consultation so we can understand your situation and determine the services you need. Business and personal tax services are available nationwide.