Clear services. Clear pricing. No surprises.
Every engagement is scoped and quoted after a free discovery call, so you know exactly what you're getting and what it costs before any work begins. Pricing is based on the complexity of your situation, never hourly guesswork. Engagements are invoiced 50% to start and 50% at delivery, or paid in full up front. Here's what we offer.
Tax Planning
For individuals and business owners who want to plan ahead
Most people only think about taxes once a year, after the decisions that affect them have already been made. Tax planning flips that around. We work with you throughout the year to look ahead at your income, deductions, and big decisions, so you can act on opportunities before deadlines instead of reacting after. This is where the real savings and the fewest surprises come from.
- Proactive, year-round tax strategy
- Income, deduction, and withholding review
- Estimated tax planning
- Guidance around major decisions and life changes
- Entity and compensation strategy for business owners
- Year-end projections so there are no surprises
Tax Preparation
For anyone who needs their returns prepared and filed
Accurate, thorough preparation of your returns, handled by a CPA who takes the time to get it right. We gather your documents securely through the portal, prepare and carefully review everything, then walk you through the result in plain language before anything is filed. From straightforward individual returns to complex business, trust, and estate filings, your return is in experienced hands.
- Individual returns (Form 1040)
- Business returns (1120-S, 1065)
- Trust and estate returns (1041)
- Estate and gift returns (706, 709)
- Multi-state filings
- Careful review and a plain-language walkthrough before filing
Bookkeeping
For business owners who need clean, reliable books
Clean books are the foundation of every good financial decision, and they make tax time dramatically easier. We keep your QuickBooks Online current on a set schedule, handling the categorization, reconciliation, and reporting so you always know where your business stands. When it's time to file taxes, apply for a loan, or make a decision, your numbers are ready and you can trust them.
- QuickBooks Online setup and maintenance
- Transaction categorization
- Bank and credit card reconciliation
- Periodic close, kept current on a set schedule
- Clear financial statements (P&L and balance sheet)
- Books that are always ready for tax time or a loan
Not sure which fits your situation? That's exactly what the discovery call is for. We'll talk through what you need and recommend the right approach.
Get a clear, no-surprise quote
Book a free discovery call. We'll talk through your situation and give you a straightforward quote for exactly what you need.
Book a Free Discovery Call