Existing clients: Upload tax & accounting documents securely →
Khalid Shatrat · Former IRS Revenue Agent

Your taxes and books should be handled right.

Practical tax, bookkeeping, and accounting support for individuals and small business owners who want clean records, proper filings, and fewer financial surprises.

Prefer webmail? Gmail · Outlook

Former IRS Experience Insight into federal tax compliance
Small-Business Focused Built around real owner needs
Year-Round Support Not just during filing season
Clear Communication Practical answers without the jargon
Services

Accounting support built around what you actually need.

Whether you're filing a return, cleaning up months of transactions, or trying to get ahead of your taxes, the goal is the same: clear numbers and fewer headaches.

01 / TAX

Tax Preparation

Federal tax preparation for individuals, families, sole proprietors, partnerships, S corporations, and other qualifying small businesses.

02 / BOOKS

Bookkeeping / Cloud Accounting

Monthly bookkeeping, reconciliations, transaction categorization, cleanup work, and financial records you can actually understand.

03 / PLAN

Tax Planning

Year-round planning designed to help you understand upcoming tax obligations, identify legitimate opportunities, and avoid surprises.

04 / IRS

IRS & Compliance Support

Help understanding notices, gathering the right documentation, correcting filing issues, and navigating federal tax compliance matters.

Why Nejma

Advice grounded in how the tax system actually works.

Nejma Tax & Accounting combines tax compliance experience with practical accounting support for real-world small businesses.

The focus is not making simple issues sound complicated. It is getting the records right, filing correctly, identifying problems early, and giving clients a clear picture of what comes next.

01

Compliance-first approach

Good tax strategy starts with accurate records and proper reporting.

02

Small-business perspective

Guidance is built around cash flow, bookkeeping, taxes, and the everyday realities owners deal with.

03

Direct communication

You should understand what is happening with your own finances. Explanations stay clear and practical.

Pricing

Comprehensive tax preparation, with clear starting prices.

From straightforward individual returns to business, estate, nonprofit, payroll, excise, and international tax filings, we can help with a broad range of federal and related filings. Final pricing is confirmed before work begins.

Individual Tax

Individual Tax Returns

Starting at $250 USD

Standard Form 1040 preparation starts at $250. Additional schedules, states, businesses, investments, or specialty reporting may increase the fee based on complexity.

Business Tax

Business Tax Returns

Starting at $1,200

S Corporation and Partnership returns start at $1,200. Existing Bookkeeping / Cloud Accounting clients receive preferred pricing starting at $1,000. Other business return types are quoted based on complexity.

Monthly Books

Bookkeeping / Cloud Accounting

Starting at $300/month

Monthly bookkeeping may include transaction categorization, reconciliations, financial statements, and ongoing record maintenance based on your needs.

Custom Work

Cleanup & Custom Work

Quoted by complexity

Cleanup, catch-up, and custom accounting projects are quoted based on scope and complexity. We work to find a practical approach that gets the work done while keeping the engagement financially workable for the client.

Tax Returns & Filings We Prepare

Individual & Personal Tax Returns
  • Form 1040 — U.S. Individual Income Tax Return
  • Form 1040-SR — U.S. Tax Return for Seniors
  • Form 1040-NR — U.S. Nonresident Alien Income Tax Return
  • Form 1040-X — Amended Individual Income Tax Return
  • Form 1040-SS / 1040-PR — Self-Employment / Territory Filings
  • Prior-year, multi-state, and amended individual returns
Business Tax Returns
  • Partnership Returns (Form 1065)
  • S Corporation Returns (Form 1120-S)
  • C Corporation Returns (Form 1120)
  • Foreign Corporation Returns (Form 1120-F)
  • Homeowners Association Returns (Form 1120-H)
  • Cooperative Association Returns (Form 1120-C)
  • Real Estate Investment Trust Returns (Form 1120-REIT)
  • Regulated Investment Company Returns (Form 1120-RIC)
  • Insurance Company Returns (Forms 1120-L / 1120-PC)
  • Political Organization Returns (Form 1120-POL)
  • Interest Charge DISC Returns (Form 1120-IC-DISC)
  • REMIC Income Tax Returns (Form 1066)
  • Schedule K-1, K-2 & K-3 reporting where applicable
Estates, Trusts, Gifts & Fiduciary Returns
  • Form 1041 — U.S. Income Tax Return for Estates and Trusts
  • Form 706 — U.S. Estate Tax Return
  • Form 706-NA — Estate Tax Return for Nonresident Noncitizens
  • Form 709 — U.S. Gift and Generation-Skipping Transfer Tax Return
  • Form 709-NA — Gift Tax Return for Nonresident Noncitizens
  • Related fiduciary and beneficiary reporting
Nonprofit & Tax-Exempt Organization Returns
  • Form 990 — Return of Organization Exempt From Income Tax
  • Form 990-EZ — Short Form Return
  • Form 990-N — Electronic Notice
  • Form 990-PF — Private Foundation Return
  • Form 990-T — Exempt Organization Business Income Tax Return
  • Form 4720 — Excise Taxes Under Chapters 41 and 42
Payroll, Employment & Withholding Tax Returns
  • Form 940 — Federal Unemployment Tax Return
  • Form 941 — Employer's Quarterly Federal Tax Return
  • Form 943 — Employer's Annual Tax Return for Agricultural Employees
  • Form 944 — Employer's Annual Federal Tax Return
  • Form 945 — Annual Return of Withheld Federal Income Tax
  • Applicable corrected and territory employment-tax returns
International Tax Returns & Foreign Reporting

International compliance can involve both income-tax returns and separate information-reporting forms.

  • Form 1040-NR — Nonresident Alien Income Tax Return
  • Form 1120-F — Foreign Corporation U.S. Income Tax Return
  • Form 1042 / 1042-S — Foreign Person Withholding Reporting
  • Form 5471 — Certain Foreign Corporations
  • Form 5472 — Certain Foreign-Owned U.S. Corporations / Disregarded Entities
  • Form 8858 — Foreign Disregarded Entities / Foreign Branches
  • Form 8865 — Certain Foreign Partnerships
  • Form 8621 — Passive Foreign Investment Companies
  • Form 8938 — Statement of Specified Foreign Financial Assets
  • Form 3520 — Foreign Trusts / Certain Foreign Gifts
  • Form 3520-A — Foreign Trust Information Return
  • Form 926 — Transfers of Property to Foreign Corporations
  • Form 1116 — Foreign Tax Credit
  • Form 2555 — Foreign Earned Income
  • Forms 8804 / 8805 / 8813 — Partnership Withholding for Foreign Partners
  • Form 8966 — FATCA Reporting
  • FinCEN Form 114 (FBAR) — Foreign Bank Account Reporting
  • K-2 / K-3 international reporting
Excise, Heavy Highway & Specialty Tax Returns
  • Form 720 — Quarterly Federal Excise Tax Return
  • Form 2290 — Heavy Highway Vehicle Use Tax Return
  • Form 8849 — Claim for Refund of Excise Taxes
  • Other applicable federal excise and specialty tax filings
Extensions, Amendments & Other Specialty Filings
  • Form 4868 — Individual Extension
  • Form 7004 — Business / Fiduciary Extension
  • Form 8868 — Exempt Organization Extension
  • Form 2350 — Extension for Certain U.S. Citizens Abroad
  • Form 8892 — Gift / GST Tax Extension
  • Form 1045 — Application for Tentative Refund
  • Form 1139 — Corporation Application for Tentative Refund
  • Amended, superseding, prior-year, and corrective filings
  • State and local income / franchise returns where applicable

Starting prices apply to standard engagements. Specialty, international, multi-state, amended, prior-year, and other complex filings are quoted based on scope and complexity. Any fee is discussed and agreed upon before work begins.

How It Works

Start with a conversation.

No complicated intake maze just to figure out whether we can help.

STEP 01

Tell us what's going on

Schedule a consultation or send an email explaining what you need help with.

STEP 02

We review the situation

We identify the scope of work, needed records, major issues, and the right next step.

STEP 03

We get to work

Once the engagement is clear, we handle the accounting or tax work and keep you informed.

Secure Document Upload

Send us your documents securely.

Upload tax documents, bookkeeping records, identification, and other files directly to Nejma Tax & Accounting through our secure Microsoft document upload.

Secure & confidential. Uploaded documents are accessible only to authorized Nejma Tax & Accounting personnel.
01

Select your documents

Upload PDFs, photos, spreadsheets, and other supporting records.

02

Secure delivery

Your files are delivered directly to our Microsoft 365 business storage.

03

We take it from there

Once received, we organize and review the documents for your engagement.

Get Started

Ready to get your taxes or books under control?

Book a consultation with Khalid or send an email and tell us what you're dealing with. We'll figure out the right next step from there.

Webmail: Gmail · Outlook