Individual Tax Preparation

• Federal and state individual returns

• W‑2 income, 1099 income, and side hustles

• Education credits, child-related credits, and common deductions

• Prior‑year return review (when needed)

Small Business & Self-Employed Returns

• Schedule C (sole proprietors, single‑member LLCs)

• S-Corps (after scope consultation)

• Independent contractors and creatives

• Rental income 

Integrated Bookkeeping + Tax

• Tax prep informed by clean, well‑maintained books

• Year‑end bookkeeping review for accuracy

• Identification of deductible expenses and red flags

• Ongoing tax‑aware bookkeeping support (add‑on)

Client Intake
You complete a short intake form so we understand your situation before we begin.

1. Discovery Call
   We review your needs, answer questions, and confirm the scope of work.

2. Quote & Engagement
   You receive a clear estimate or hourly structure before any work begins.

3. Secure Document Upload
   You provide documents through a secure system—no email attachments.

4. Preparation & Review
   Your return is prepared carefully, with attention to accuracy and compliance.

5. Filing & Delivery
   Returns are filed electronically and copies are provided for your records.cription text goes here

Every tax situation is different. Rather than one‑size‑fits‑all pricing, we:

• Scope the work after intake and a discovery call

• Offer hourly billing or simple flat‑rate pricing when appropriate

Confirm fees before work begins