
Tax
Taxes are unavoidable, but stress doesn’t have to be. We handle the forms, deadlines, and fine print so you can avoid IRS-induced nightmares and keep more of what you earn.
Individual
Business
Comprehensive Tax Plans
How It Works
We don’t play the hourly billing game—it’s unpredictable, outdated, and frankly, nobody likes math that much. Instead, we charge a straightforward base rate for each type of return, plus a clear per-form fee based on what your tax situation actually requires. No mystery charges, no "just-one-more-hour" surprises.
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Your price will be clearly defined and agreed upon during intake, locked in for the calendar year, and fully disclosed in your engagement letter—no moving targets, no fine print trickery.
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In return, you get a professionally prepared and reviewed tax return, filed with the IRS, and our Strategic Tax Wrap-Up—a personalized letter with real tips, strategies, and possibly even a tax-saving “a-ha!” moment.
Bookkeeping
We keep your books so clean even your mother would be impressed—accurate, timely, and drama-free bookkeeping that lets you focus on running your business (not chasing receipts).
DIY Cleanup
Bookkeeping
Controller
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Client Managed Books
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Firm reviews and cleanup Quarterly
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Assists in End of Year Close
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Must use QBO, Xero, or allow Remote Access
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Income & Expense Posting
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Bank & Credit Card Reconciliation
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Balance Sheet Management
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Monthly Financial Reports
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Access to Quarterly Touch Base Meetings
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Everything in "Bookkeeping" +
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Bill Pay
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Budgeting & Forecasting
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Monthly Meeting
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1:1 Unlimited Access
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Operational & Strategic Advise