Tax Preparation Only

From $250 (individuals) / $600 (business)

Already managing your own bookkeeping? We’ll handle your annual tax preparation plus semi-annual check-ins to answer your questions and keep your plan on track.

What’s Included:

  • Annual tax return preparation (personal or business)
  • Semi-annual check-ins and planning
  • Year-round support and questions
  • Complete tax return filing
  • Peace of mind until next year

Best for: Business owners who handle their own bookkeeping and just need professional tax prep.

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Quarterly Review

From $150/month

Prefer regular check-ins without full bookkeeping? We’ll review your reconciled accounts each quarter, prepare tax estimates, and provide proactive planning so you’re fully prepared when tax season arrives.

What’s Included:

  • Quarterly account reviews
  • Tax estimate preparation
  • Proactive tax planning
  • Annual tax return preparation
  • Confidence in your financial position

Best for: Business owners who manage their own books but want quarterly oversight and tax planning.

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Bookkeeping Clean-Up

$70/hr

Behind on your books? Life happens. We’ll organize your finances, create structure, and get you ready for tax filing or financial reporting. No judgment, just support with lots of communication.

What’s Included:

  • Detailed account reconciliation
  • Financial organization and cleanup
  • Preparation for tax filing or financial reporting
  • Supportive, judgment-free guidance
  • Clear communication throughout the process

Best for: Businesses that have fallen behind and need to get caught up.

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Not Sure Which Service Is Right for You?

Your business changes, and we adapt with you. No long-term contracts, no penalties. Let’s chat — the first consultation is free.

Schedule a Free Consultation