Professional tax preparation and accounting designed for growing businesses. Written scope. No surprises.
Choose the plan that matches your business stage. All plans include professional tax preparation, bookkeeping, and CPA support.
Self-employed with simple finances
New business, growing revenue
Established business, 5-50 employees
One-time services or as-needed support. Scoped and quoted in writing before work begins.
W-2 income, investment income, standard deductions. Includes federal and state filing.
Multi-member LLC or partnership. Includes K-1 preparation and allocation tracking.
S-Corporation annual return. Includes payroll coordination and estimated tax guidance.
Set up QuickBooks Online or similar platform with proper chart of accounts and workflows.
Catch-up bookkeeping, reconciliation, and monthly reporting. Month-to-month, cancel anytime.
A one-hour session to find tax savings and plan next year.
Accelerate depreciation on real estate or equipment.
Identify qualifying research activities.
Evaluate LLC vs S-Corp vs C-Corp. Modeling and recommendation with implementation plan.
Represent you in IRS or state audit. Gather documentation, communication with agents.
Yes. Start where you are and upgrade to Startup or Small Business anytime. We'll adjust your billing for the month.
Every engagement is scoped on a short call and quoted as a fixed fee in a written engagement letter before any work begins. No hourly meter and no surprise invoices.
Monthly income and expense categorization, bank reconciliation, balance sheet, P and L statement, and an accounting summary email.
Yes, primarily QuickBooks Online. We can also work with Xero, FreshBooks, or other cloud accounting platforms your business uses.
Yes. All plans are month-to-month with no long-term commitment. Cancel anytime with 2 weeks notice.
Usually within 1-2 business days. We'll gather your QuickBooks login (or set up a new account), review your financial situation, and schedule your first call.
Schedule a free consultation. Share your current situation and we'll show you exactly how much you can save.
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