Services
Straightforward service options with clear scope and fixed pricing where possible.
Individual Tax Preparation
Federal and state returns for W-2 employees, retirees, and gig workers.
- Federal + state filing
- Prior-year amendments
- IRS notice assistance
Small Business Tax
Entity-specific returns for sole props, LLCs, S-corps, and C-corps.
- Business return preparation
- Quarterly estimated payments
- Payroll tax support
Bookkeeping
Monthly bookkeeping to keep your books clean and audit-ready.
- Transaction categorization
- Bank reconciliation
- Financial statements
Advisory & Planning
Strategic guidance for deductions, entity selection, and cashflow.
- Tax projection
- Entity selection review
- Spend and expense planning