Explore Our Services
What We Offer
Individual Tax Returns
Accurate, timely preparation and filing of federal and state individual income tax returns tailored to your situation—W-2 employees, self-employed individuals, contractors, investors, retirees, and those with rental or gig income.
We handle itemized deductions, standard deduction optimization, credits (Earned Income, Child Tax, education), retirement and HSA reporting, and multi-income sources
Our service includes year-round tax planning, clear explanations, organized documentation, and secure electronic filing provide simplicity and confidence so you can focus on what matters.
Complex Individual and Business Tax Returns
Multi‑state, rental property, and LLC individual tax returns — delivered digitally with mobile app integration
Comprehensive individual tax preparation for taxpayers with multi‑state filings, rental property income, or single‑member LLC activity. This service includes:Accurate preparation and filing of federal and applicable state tax returns, including multi‑state allocation and residency considerations.Detailed handling of rental property schedules, depreciation, passive activity rules, and related deductions.Integration of single‑member LLC activity (Schedule C/SE or K‑1 as applicable), expense categorization, and self‑employment tax calculations.Fully digital workflow: secure document upload, electronic signatures, and streamlined communication through our platform.Mobile app integration for easy receipt capture, document access, and status tracking from your phone.One 30‑minute tax planning session to review your return, discuss tax‑saving opportunities, and plan for the coming year.
Monthly Bookkeeping and Fractional CFO Services
Accurate bookkeeping and strategic CFO services keep your business financially healthy and positioned for growth.
Our bookkeeping ensures organized, up-to-date records, timely reconciliations, and reliable financial statements so you always know where your money stands.
Our fractional CFO services translate those numbers into action: cash-flow forecasting, budgeting, margin and pricing analysis, KPI reporting, and strategic planning to improve profitability and reduce risk.
Together, these services simplify compliance, free you to focus on operations, and provide the clarity and confidence needed to make informed decisions at every stage of your business. Recommended
Hourly and partial-hour consultations available
Quick guidance sessions (15–30 minutes): Targeted answers to specific questions such as bookkeeping fixes, tax-code clarifications, payroll issues, or interpreting financial statements.
Hourly advisory sessions (1 hour+): Deeper review and recommendations for cash-flow management, budgeting, expense reduction, or preparing for tax season. Ideal for clients needing focused work or decision support without a long-term commitment.
Project scoping and estimates (hourly): Assess scope and provide cost/time estimates for one-off tasks—business or LLC creation, cleanup of accounting records, software setup/migration, or custom report creation.
Transaction review and reconciliation help (partial- or full-hour): Assist with reconciling accounts, resolving discrepancies, and advising on correct categorizations for accurate financial reporting.
Decision-support consultations (hourly): Provide scenario analysis and pros/cons for choices like lease vs. buy, pricing changes, hiring, or capital expenditures.
Pre-meeting preparation and follow-up (billed in partial-hour increments): Quick prep to gather documents and outline priorities or concise follow-up to summarize recommendations and next steps.
Tax resolution advisory sessions (partial-hour): Rapid-response help for urgent issues such imminent filing deadlines or tax notice resolution.
Billing is flexible to match the session length and staff member seniority.
Hourly rate begins at $360.
Get In Touch
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.