Tax preparation for individuals and small businesses, and monthly bookkeeping that keeps the two working together.
Four services, and one team keeping them coordinated. Start wherever your situation sits.
Individual returns, from straightforward W-2 filings to rental, investment and multi-state situations.
Personal tax →Sole proprietors, partnerships, S corporations and C corporations — each files differently.
Business tax →Monthly books and reporting, plus catch-up and cleanup when the year has got away from you.
Bookkeeping →Help understanding an IRS notice, identifying the deadline, and working out the next step.
IRS resolution →One clear financial picture, updated month by month.
Your bookkeeping and tax work stay coordinated around the same financial picture.
Reports you can understand, with clear next steps when something needs attention.
Essentials
$399/month
Clean monthly books for straightforward businesses.
Growth
$549/month
For growing businesses that need more visibility.
Scale
$899/month
For businesses with more complexity and reporting needs.
Business and personal tax preparation with clear pricing and a simple process.
See all services →We help you understand the issue, identify the deadline, and determine the next step.
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