Services
We provide straightforward, reliable support across four core areas, with a primary focus on tax preparation for individuals and small businesses.
Tax Preparation & Planning
We handle accurate, timely filing for individuals and small businesses, with a focus on getting it done right, keeping things clear, and avoiding surprises.
Services include:
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Individual tax returns
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Small business tax returns
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S-Corporation and partnership filings
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Estimated taxes and planning
Pricing
Individual Returns
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Starting at $250
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Schedule C (self-employed income): + $100
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Individual return (when paired with a business return): – $100
Business Returns
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S-Corporation & Partnership returns: starting at $600
Additional
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Dependent/child return (existing clients only): $50
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Trust returns: priced based on complexity
Final pricing depends on complexity, number of forms, and quality of records.
Payroll Services
Payroll handled simply and reliably—so you don’t have to think about it.
We manage processing, filings, and compliance to make sure everything is done correctly and on time.
Services include:
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Payroll processing
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Payroll tax filings
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Direct deposit coordination
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Ongoing compliance support
Pricing:
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Payroll services starting at $50/month
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Additional fees may apply based on number of employees and payroll frequency
Accounting & Bookkeeping
Clean, accurate financials that support your tax filings and overall business operations.
Whether ongoing or cleanup work, the goal is to make sure your numbers are correct and usable when you need them—without unnecessary complexity.
Services include:
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Monthly bookkeeping
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Financial statements
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Account reconciliation
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Cleanup and catch-up work
Pricing:
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Monthly services starting at $50/month
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Final pricing based on scope and level of activity
Business Advisory
Practical, experience-driven guidance to help you make better business and financial decisions.
This goes beyond tax work—focusing on how your business is performing, where opportunities exist, and how to move forward with clarity. Drawing on a background in finance, operations, and business ownership, the approach is grounded in real-world decision making, not theory.
Whether you're evaluating growth, managing cash flow, or thinking through a major decision, the focus is on understanding the numbers and using them to guide the right next step.
Services include:
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Financial performance review and analysis
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Business strategy and decision support
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Cash flow and profitability insights
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Growth planning and operational guidance
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General advisory as needed
Pricing:
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Free for first discovery call
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Advisory services are scoped based on needs and complexity.