Professional tax return preparation for individuals, freelancers, and small business owners with a focus on accuracy, clarity, and education. We don’t just file the forms, we make sure you understand them.

Every tax preparation engagement includes:

• Preparation and filing of your tax return

• Option to review your return together via a call

• Basic guidance for IRS or state tax notices

• Streamlined e-signature, payment, and document storage via an online portal

Pricing is based on the complexity of your return.

Year-round access to a CPA for tax questions, guidance, and general tax planning support beyond tax season.

Ideal for individuals and solopreneurs who want trusted answers, help understanding tax issues, and peace of mind before making financial decisions.

Subscription includes:

• Ongoing tax Q&A support

• General tax guidance and insights

• Help sense-checking tax decisions and situations

• Educational, personalized support throughout the year

No long-term commitment. Cancel anytime.

Simple, reliable bookkeeping support for freelancers, solopreneurs, and small business owners who want organized financial records without the stress of managing it all themselves.

Services may include:

• Transaction categorization and bookkeeping maintenance

• Monthly financial reports

• Bookkeeping software setup and support

• Year-end bookkeeping preparation for tax filing

This service is designed to help you stay organized, better understand your business finances, and maintain cleaner records throughout the year.

Monthly pricing is customized based on transaction volume, complexity, and business needs.