What We Offer
Tax Preparation Services
What is Included
Federal individual tax return
State tax return(s), if applicable
W-2 and 1099 income
Basic investment income
Secure document collection
Electronic filing and confirmation
Basic year-over-year tax guidance
Who This Is For
This service is designed for individuals and households with straightforward tax situations who want a clear, reliable filing experience without unnecessary complexity.
Common examples include:
W-2 and 1099 income
Simple investment income
Individuals who want clarity and support — without upselling
You’ll review scope and pricing before proceeding.
Business Bookkeeping Services
What is Included
Monthly transaction categorization
Bank and credit card reconciliation
Organized, up-to-date financial records
Simple monthly reporting
Books prepared for tax filing
Who This Is For
This service is designed for small businesses that want clean, reliable financial records without unnecessary complexity.
Common examples include:
Sole proprietors and small businesses
Service-based businesses
Owners who want visibility without day-to-day bookkeeping work
Businesses that need consistent records to support tax filing
Bookkeeping services are offered selectively to maintain quality and consistency