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Dana Marie Solutions LLC

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Tax Preparation Services
Dana Marie Solutions LLCSan Jacinto, CA

Additional Information

Dana Marie Solutions LLC provides tax preparation and life insurance services. The business offers federal and state tax filing, personal and business tax preparation, and life insurance products including annuities, IUL, and term insurance.

CTEC CertifiedCRPT Tax ProfessionalBonded

Specializes in

IRS complianceTax credits and deductionsMulti-state tax filing

Services

Personal tax preparationBusiness tax preparation503C tax preparationCorporate tax preparationFBAR tax preparationFederal and state tax filingLife insuranceAnnuitiesIUL insuranceTerm insurance

Serving Any state

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 9514139515

Website: danamariesolutions.net

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Frequently Asked Questions

How much does a bookkeeper cost in San Jacinto?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.