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Let's Get Acquainted

Take the time to read about Sunflower Business Solutions and Our Process, we believe knowing what to expect will help build trust, clarity and confidence!

About

A Tax & Notary Firm

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At Sunflower Business Solutions, we empower entrepreneurs, individuals, and small businesses to thrive financially with confidence and clarity. As a Black woman-owned firm, we proudly bring integrity, strategy, and personal care to every client relationship.

We specialize in:

  • Tax Preparation & Planning – Maximize your deductions, minimize your stress.

  • Bookkeeping Services  – Keep your books clean and audit-ready.

  • Business Consulting – Build sustainable systems that support long-term success.

  • Tax Resolutions – Expert support to help you resolve IRS issues, reduce tax debt, and regain financial peace of mind.

  • Notary Services – Convenient and professional document notarization and apostille delivery services.

Rooted in the values of S.E.E.D. – Service, Excellence, Education, Diligence– we’re committed to growing with you every step of the way. Whether you're behind on taxes, just getting started, or scaling to new heights, we offer the tools and support you need to move forward with peace of mind.

Let’s plant the seeds for your financial future and help your business bloom.

Our Process

Tax Preparation Process

​Here’s how we make tax prep smooth from start to finish

  1. Start with the Intake Form
    Complete our easy online questionnaire (yes/no and fill-in-the-blank questions). This helps us get to know your unique tax situation right away.

  2. Get Access to Your Secure Tax Portal
    You’ll receive an invite to your private client portal where you’ll:

    • Review & sign your Engagement Letter

    • Upload all necessary tax documents

  3. We Get to Work
    Once all your documents are in, we begin preparing your return.
    ✅ We’ll reach out if anything is missing or unclear.
    ❗ Slow or delayed replies can slow down the process — let’s keep it moving together!

  4. Mandatory Zoom Review Meeting
    We’ll schedule a live screen share session to walk through your return together, answer your questions, and make sure everything looks perfect before filing.

  5. E-Sign & E-File
    You’ll sign your return and e-file authorizations securely via DocuSign, and then — we file it for you!

Tax Planning Process 

Tax planning isn’t just for the wealthy — it’s for anyone who wants to stop overpaying and start being strategic.

Here’s how we keep your pockets full and your stress low:

  1. Discovery Session
    We kick things off with a 1:1 consultation to learn about your goals, income streams, business structure, and past tax experiences. This is where we start connecting the dots.

  2. Custom Tax Strategy Design
    Next, we build a personalized tax-saving plan that fits your life and your business. Think legal deductions, entity strategy, retirement planning, and quarterly planning — all tailored to you.

  3. Plan Implementation
    We walk you through how to put the strategy into action — whether it’s adjusting how you pay yourself, setting up a new business entity, or timing your income and expenses.

  4. Quarterly Check-Ins & Adjustments
    Taxes don’t stop after April — and neither do we. We’ll check in with you throughout the year to track progress, update your plan as needed, and make sure you’re always a few steps ahead.

Bookkeeping Process

Notary Process

No more confusion about where your money’s going. Our bookkeeping process keeps your finances clean, current, and crystal clear — so you can make confident business decisions without the chaos.

  1. Discovery & Onboarding
    We’ll start with a quick call to learn about your business, income streams, and current bookkeeping setup. Then, we’ll send over a short onboarding form to get things moving!

  2. Software or Cleanup
    Whether you’re starting fresh or need help untangling the mess, we’ll set up or clean up your Software account so it works for you — not against you.

  3. Monthly Bookkeeping & Categorization
    We track income, expenses, and reconcile bank accounts every month so your books stay accurate and up-to-date. No guesswork, no stress.

  4. Monthly Reports You Can Actually Read
    Each month, you’ll get a clean financial report with easy-to-understand insights — like where your money is going and how your business is really doing.

  5. Quarterly Check-Ins (Optional, But Powerful!)
    Want help using those numbers to grow? We offer optional strategy calls to go over trends, cash flow, and smart next steps.

Getting documents notarized shouldn’t feel like a hassle. Whether you’re local or across the country, we make the process seamless — with a personal touch.

 For In-Person Notary Services:

  1. Schedule Your Appointment
    Book a time that works for you — we'll confirm the location and what documents you need notarized.

  2. Bring Your ID & Documents
    Show up with a valid photo ID and any documents that need our stamp of approval. We’ll review them together before signing.

  3. We Notarize On the Spot
    Once everything checks out, we’ll complete the notarization and you’ll be on your way in minutes!

 For Remote Online Notary (RON) Services :

  1. Submit Your Request Online
    Fill out a short form with your document type, preferred time, and ID info.

  2. Secure Virtual Meeting
    You’ll receive a Zoom-style video link to meet with us online. We'll verify your identity, review the docs, and notarize them virtually.

  3. Receive Your Notarized Docs Digitally
    Your completed documents will be emailed back to you — fast, legal, and ready to use.

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