Bookkeeping and tax prep, handled like family
Whether you need your books kept current, your taxes filed right, or both together, every service comes with plain-English answers and a person who knows your name.
Monthly Bookkeeping
Your books, kept current in QuickBooks Online — so you always know where your business stands.
- Transactions categorized and reconciled every month
- Monthly profit & loss and balance sheet reports
- A plain-English summary of what the numbers mean
- Year-end books your tax preparer will love
Individual & Business Tax Preparation
Personal and small-business returns prepared carefully, filed on time, every year.
- Individual (1040) and small business returns
- Federal and state filings, e-filed with confirmation
- Every return reviewed with you before it's submitted
- Year-round answers when tax questions come up
Bundled Bookkeeping + Tax Packages
Books and taxes handled together in one flat plan — simpler for you, and better priced than piecing services together.
- Everything in monthly bookkeeping and tax prep
- One predictable flat monthly payment
- Priority turnaround at tax time
- Your books and your return always in sync
Limited promo
50% off QuickBooks Online setup for the first 5 new clients
QuickBooks setup, chart of accounts, and onboarding are included when you start any bundle — not a separate service.
Not sure which fits?
Book a free consultation and we'll recommend the simplest setup for your situation — no pressure, no jargon.
Get Your Free Consultation