What we offer
Services built around your real life
Whether you're filing as an individual, running a small business, or trying to get your books in order — we've got you covered. No jargon, no surprises.
Individual Tax Preparation
Tax season doesn't have to be stressful. We handle your return from start to finish — making sure you get every deduction you're entitled to and file accurately.
What's included
- W-2 employees and salaried workers
- Freelancers and self-employed individuals
- Investors with capital gains or rental income
- Multi-state filers
- Prior year returns and amendments
Simple Return
W-2 income, standard deduction, no major life changes.
Starting at $150
Standard Return
Most popularItemized deductions, investment income, or freelance/side income.
Starting at $250
Complex Return
Rental properties, multi-state, business income, or significant life events.
Starting at $400
Small Business Tax
Running a business is hard enough. Let us handle the tax side so you can focus on what you do best. We work with sole proprietors, LLCs, S-corps, and partnerships.
What's included
- Sole proprietors and single-member LLCs
- Multi-member LLCs and partnerships
- S-corporations (Form 1120-S)
- Quarterly estimated tax planning
- Business deduction maximization
Sole Proprietor
Schedule C filing for self-employed individuals and single-member LLCs.
Starting at $350
LLC / Partnership
Most popularForm 1065 or multi-member LLC returns with K-1 preparation.
Starting at $600
S-Corporation
Form 1120-S with shareholder K-1s and officer compensation review.
Starting at $800
Bookkeeping
Clean books every month means no scrambling at tax time — and a clear picture of your business finances all year long. We use QuickBooks Online and work around your schedule.
What's included
- Monthly transaction categorization and reconciliation
- Profit & loss and balance sheet reports
- Accounts payable and receivable tracking
- QuickBooks Online setup and cleanup
- Year-end financial package for tax prep
Starter
Up to 75 transactions/month. Ideal for freelancers and early-stage businesses.
$200/month
Growth
Most popularUp to 200 transactions/month. Includes monthly financial reports.
$350/month
Scale
High-volume businesses with complex needs. Let's talk.
Custom pricing
Business Advisory
Sometimes you just need someone to talk through the numbers with. We offer one-on-one advisory sessions to help you make smarter financial decisions for your business.
- Business structure and entity selection
- Tax strategy and planning sessions
- New business setup and compliance
- IRS notice response and representation
- Financial goal setting and cash flow planning
One-on-one strategy sessions
Book a dedicated session with our team to talk through your specific situation — whether you're starting a business, dealing with an IRS notice, or just want a clearer picture of your finances.
Advisory session
Starting at $150
60-minute session via video call
Common questions
How does the remote process work?
Everything is handled securely online. You'll share your documents through our secure portal, we'll prepare your return or set up your books, and we'll review everything together via video call or email — whatever works best for you.
When should I start working with you?
Anytime! For tax prep, the earlier the better — especially if you want to plan ahead. For bookkeeping, we can start any month of the year and get you caught up if needed.
Do you work with clients in my state?
Yes — we're licensed to serve clients in all 50 states. Being 100% remote means location is never a barrier.
What if I have multiple years of unfiled returns?
No judgment here. We help clients get caught up on prior year returns all the time. Reach out and we'll put together a plan to get you back on track.
Not sure which service is right for you?
Book a free 20-minute consultation and we'll figure it out together.
Get a Free Consultation