We work with individuals, self-employed professionals, and small business owners who value accuracy, transparency, and a clean financial process. Our ideal clients want their finances handled carefully—not rushed—and understand that good tax outcomes are built on good information.

Start by completing our client intake form. From there, we’ll schedule a brief discovery call to confirm scope, pricing, and next steps.

Pricing depends on the complexity of your situation and the scope of work. After reviewing your intake form and completing a short discovery call, we provide a clear estimate or hourly structure before any work begins.

We believe in transparent pricing—no surprise invoices.

We may use either approach depending on the engagement. Simpler situations may be quoted at a flat rate, while more complex work is billed hourly. The pricing structure is always confirmed in advance.

The earlier, the better. Starting early allows time for questions, planning, and clean preparation—especially for self-employed individuals and small business owners.

For small business owners, bookkeeping and tax preparation work best when they’re handled together. Your tax return is built directly from your books—so if the books are incomplete, inconsistent, or rushed at year-end, the return is more likely to include errors, missed deductions, or last-minute surprises.

When bookkeeping is handled year-round:

• Income and expenses are categorized correctly

• Deductible expenses aren’t overlooked

• Issues are identified early, not in March or April. This helps you avoid traps.

• Tax preparation becomes smoother, faster, and more accurate

This integrated approach reduces stress and leads to more reliable outcomes.

We prepare accurate, compliant returns and identify legitimate deductions and credits available to you. Our goal is to minimize your tax liability to the extent possible.

Yes, prior-year review is available when needed—especially if you are a new client or have concerns about how your taxes were handled in the past.

Yes. All eligible returns are filed electronically, and copies are provided for your records.

If you receive a notice related to a return we prepared, we can review it and discuss next steps. Representation beyond basic review may require a separate engagement.

Item For small business owners, bookkeeping and tax preparation work best when they’re handled together. Your tax return is built directly from your books—so if the books are incomplete, inconsistent, or rushed at year-end, the return is more likely to include errors, missed deductions, or last-minute surprises.

When bookkeeping is handled year-round:

• Income and expenses are categorized correctly

• Deductible expenses aren’t overlooked

• Issues are identified early, not in March or April

• Tax preparation becomes smoother, faster, and more accurate

This integrated approach reduces stress and leads to more reliable outcomes.

Yes. We can prepare tax returns even if your books need work. However, tax-only engagements often require additional review and cleanup to ensure the return is accurate and defensible.

Many small business clients find that ongoing bookkeeping support saves time and frustration in the long run, especially as the business grows.

Bookkeeping is not required for tax preparation, but it is strongly recommended for small business owners. Clean, consistent books provide the foundation for accurate tax reporting and better financial decision-making throughout the year. That consistency is optimally achieved by integrating our bookkeeping services with our tax preparation services. The result is sharp, focused, and consistent returns that stand up to audits because of their consistency. Read more about our bookkeeping services.

We provide ongoing bookkeeping services designed to support accurate reporting and informed decision-making. Services may include transaction categorization, account reconciliation, financial reporting, and year-end readiness for tax preparation. We generate balance sheets, profit and loss statements, and several other analytical tools create an accurate birds eye view of yoru business. We also provide a part-time CFO service where we help you to make financial decisions based on the facts.

Yes. Cleanup and catch-up work is scoped separately based on the condition of the books and the timeframe involved. Pricing and expectations are always discussed in advance.

We use secure document upload methods. We do not collect sensitive financial or tax documents via email attachments.