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Services

Everything your numbers need, under one roof.

From a single annual return to monthly books and year-round planning, our engagements scale with you. Clear pricing, CPA-led work, and a person who answers when you call.

Most popular

Individuals, sole props & S-corps

Tax Preparation & Filing

Federal and state returns, prepared by a CPA and reviewed line by line — not a seasonal storefront.

  • Federal + state e-filing
  • Deduction & credit review
  • Prior-year amendment check

Starting at

$350per return

Get started

Freelancers & 1099 contractors

Quarterly Estimates

Stop guessing at estimated payments. We calculate, remind, and adjust as your income moves.

  • Quarterly estimate worksheet
  • Payment reminders
  • Safe-harbor strategy

Starting at

$90per quarter

Get started
Most popular

Growing small businesses

Bookkeeping & Payroll

Clean books, reconciled monthly, with payroll run on time — so your numbers are always filing-ready.

  • Monthly reconciliation
  • Payroll & filings
  • Profit & loss + balance sheet

Starting at

$450per month

Get started

Owners thinking ahead

Tax Planning & Advisory

Proactive moves — entity choice, retirement, owner pay — that lower next year's bill, not just this one.

  • Entity & S-corp analysis
  • Retirement & owner-pay modeling
  • Year-end planning sessions

Starting at

$1,800per year

Get started

Just getting started

Startup & New-Business Setup

Form the right entity, set up books and payroll, and start on the correct footing from day one.

  • Entity formation guidance
  • EIN & account registration
  • Books & software setup

Starting at

$600one-time

Get started

Not sure what you need?

Let's figure it out together.

Tell us your situation on a free call and we'll recommend the right mix — even if that's just a one-time return.

Start a consult

In detail

What each engagement actually includes.

Individuals, sole props & S-corps

Tax Preparation & Filing

We prepare and file your federal and state returns, find the deductions you actually qualify for, and explain every number in plain language. You sign, we e-file, and you get a clear summary of what you owe or what's coming back.

From $350per return

  • Federal + state e-filing
  • Deduction & credit review
  • Prior-year amendment check
  • Audit-support guarantee

Freelancers & 1099 contractors

Quarterly Estimates

If you're self-employed, quarterly taxes are where most people get burned. We run the numbers each quarter, send you the exact voucher amounts, and keep you ahead of the IRS so there are no April surprises or underpayment penalties.

From $90per quarter

  • Quarterly estimate worksheet
  • Payment reminders
  • Safe-harbor strategy
  • Mid-year income re-forecast

Growing small businesses

Bookkeeping & Payroll

We keep your books current, reconcile every account monthly, and run payroll so it's compliant and on time. You get a monthly financial pack you can actually read — and a head start that makes tax season a non-event.

From $450per month

  • Monthly reconciliation
  • Payroll & filings
  • Profit & loss + balance sheet
  • Sales-tax handling

Owners thinking ahead

Tax Planning & Advisory

Filing looks backward; planning looks forward. We meet through the year to model entity elections, retirement contributions, owner compensation, and major purchases — so you make decisions with the tax impact already in view.

From $1,800per year

  • Entity & S-corp analysis
  • Retirement & owner-pay modeling
  • Year-end planning sessions
  • Direct line to your CPA

Just getting started

Startup & New-Business Setup

Starting out, the structure you choose shapes your taxes for years. We help you form the right entity, register for the right accounts, set up bookkeeping and payroll, and hand you a clean foundation you won't have to untangle later.

From $600one-time

  • Entity formation guidance
  • EIN & account registration
  • Books & software setup
  • First-year filing roadmap

How it goes

Four steps, no surprises.

  1. 1

    Intro consult

    A free 20-minute call. We learn your situation, you ask anything, and we tell you straight whether we're a fit.

  2. 2

    Onboarding & docs

    A secure portal, a tidy checklist, and a single point of contact. No fax machines, no shoeboxes of receipts.

  3. 3

    Prep & review

    A CPA prepares the work, a second set of eyes reviews it, and we walk you through every figure before anything is filed.

  4. 4

    File & stay ahead

    We file, then keep you on track all year with reminders, estimates, and planning — not just one frantic week in April.

Pick a service, or let us recommend one.

Every engagement starts with the same free consult. We'll find the right fit and give you clear pricing before you commit.

Book a consult