Taxes made simple. Books you can trust.
From personal returns to small‑business CFO support, we handle the numbers so you can focus on growth.
What we do
Tax Preparation (1040, 1120, 1120‑S)
Tax Preparation (1040, 1120, 1120‑S)
Tax Preparation (1040, 1120, 1120‑S)
Individuals, LLCs, Corps. Credits, deductions, and strategic planning for 2025.
Bookkeeping & Financial Reports
Tax Preparation (1040, 1120, 1120‑S)
Tax Preparation (1040, 1120, 1120‑S)
Monthly reconciliations, P&L, Balance Sheet, cash‑flow insights. QuickBooks setup & cleanup.
Business Formation & Structure
Tax Preparation (1040, 1120, 1120‑S)
Business Formation & Structure
LLC/C‑Corp/S‑Corp guidance, EIN, operating agreements, compliance calendar.
Payroll & Sales Tax
Funding & Business Credit Readiness
Business Formation & Structure
Payroll setup, filings, quarterly forms, and state sales tax compliance.
Funding & Business Credit Readiness
Funding & Business Credit Readiness
Funding & Business Credit Readiness
Vendor accounts, NAV build‑out, documentation to support DSCR/SBA style financing.
Amendments, ITIN & IRS Support
Funding & Business Credit Readiness
Funding & Business Credit Readiness
Amended returns, ITIN help, notices, payment plans, and audit support.
Straightforward pricing
Transparent packages. No surprises.
Starter
Most individuals
$100/return
1040 basic (W‑2, standard deduction)
E‑file + direct deposit
7‑day post‑filing support
Business Essentials
Solo / micro‑business
$349/mo
Monthly bookkeeping (up to 3 accounts)
P&L + Balance Sheet
Quarterly tax estimates
Growth CFO
Growing LLC / Corp
$899/mo
Full bookkeeping + payroll guidance
Cash‑flow & KPI dashboard
Quarterly strategy sessions
*Final pricing depends on complexity and workload. Custom quotes available.