Services
π TAX PREPARATION
Who it's for: Individuals, self-employed filers, 1099 earners, S-Corp owners, and first-year startup filers.
What's included: Full return preparation and review, Schedule C and business entity filings, prior year comparison and deduction audit, secure document portal, e-filing and confirmation.
Best for: Anyone who wants their return done right β not just done fast.
From $350/return
π BOOKKEEPING & BUSINESS MANAGEMENT
Who it's for: Small business owners, freelancers, and entrepreneurs who need clean books year-round.
What's included: Monthly bank reconciliation, categorized transactions, Profit & Loss statement, financial reporting, QuickBooks Online management.
Best for: Business owners who are tired of scrambling at tax time because their books are a mess.
From $149/month
π TAX STRATEGY & PLANNING
Who it's for: Business owners and founders ready to be proactive instead of reactive with their taxes.
What's included: Quarterly tax planning sessions, estimated payment calculations, business structure review, deduction strategy, year-end planning.
Best for: The business owner who is tired of being surprised every April.
From $500/month
π― STATE OF YOUR BOOKS DIAGNOSTIC
Who it's for: Business owners who want clarity on where they stand before committing to ongoing services.
What's included: 60-minute deep dive session, top 3 financial risks identified, written action plan with prioritized next steps.
Best for: Anyone who doesn't know what they don't know.
π NOTARY & LOAN SIGNING
Who it's for: Individuals and businesses needing notarization or loan document signing.
Best for: Real estate transactions, business agreements, legal documents.
ποΈ IRS ISSUE RESOLUTION
Who it's for: Anyone with IRS notices, unfiled years, tax liens, levies, or payment plan needs.
What's included: IRS correspondence review, response preparation, payment plan negotiation, Offer in Compromise evaluation (post-EA credential), representation and advocacy.
Best for: Anyone who has received an IRS notice and doesn't know what to do next.