Financial Solutions Services
Providing Everything You Need
Professional Tax Preparation Services
Calypso Financial Solutions provides reliable, accurate tax preparation services for individuals, small businesses, and nonprofits. We focus on clarity, compliance, and peace of mind-helping clients navigate tax season with confidence and reduce stress.
Our approach is thorough and detail-oriented, ensuring returns are prepared accurately while identifying eligible deductions and credits within IRS guidelines. We take the time to explain the process, answer questions, and help clients understand their financial picture-not just file paperwork.
Tax preparation services are offered virtually, making it easy to work with us securely and conveniently from anywhere.
Who We Serve
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Individuals and Families
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Small Business Owners
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Self-employed professionals
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Nonprofit organizations
What You Can Expect
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Accurate, compliant tax preparation
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Clear communication and guidance
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Secure document handling
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Timely filing and support
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Year-round availability for questions and planning
Professional Bookkeeping Services
Calypso Financial Solutions provides reliable, accurate bookeeping services designed to help small businesses and nonprofits stay organized compliant, and financially informed. We handle the day-to-day financial details so you can focus on running and growing your organization.
Our bookkeeping services are offered virtually, providing secure and efficient support tailored to your business needs.
What Bookkeeping Services May Include:
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Monthly transaction categorization
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Bank & Credit Card Reconciliations
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Financial Statement Preparation (Profit & Loss, Balance Sheet)
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Accounts payable and receivable tracking
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Cleanup and catch-up bookkeeping
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Support for tax-ready financials
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Ongoing communication and support
Professional Financial Wellness Coaching
(Dave Ramsey-Based Approach)
Calypso Financial Solutions offers Professional Financial Wellness Coaching grounded in the proven principles of Dave Ramsey. This coaching service supports individuals and families who want to gain clarity, reduce financial stress, and build a healthier relationship with money.
Financial Wellness Coaching focuses on practical education, behavior change, and accountability. Clients are guided in creating a clear financial picture, establishing a plan for managing money, and developing habits that support long-term stability and confidence.
This service is educational and coaching based, designed to help clients make informed financial decisions and move forward with intention-not to replace professional tax, legal, or investment advice.
Areas Financial Wellness Coaching May Support:
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Budgeting and cash-flow planning
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Reducing financial stress and overwhelm
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Debt-reduction strategies and goal setting
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Building savings and emergency funds
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Improving money habits and consistency
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Aligning Financial decisions with personal values
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Increasing confidence and clarity around finances
What to Expect
Financial Wellness Coaching is collaborative, supportive, and practical. Sessions focus on education, encouragement, and accountability, helping clients take manageable steps toward greater financial stability and peace of mind.
Services are offered virtually for convenience and accessibility.