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Everything I do
Five services, all handled by me directly. No call center, no account manager, no rotating staff.
Monthly Bookkeeping
Categorizing transactions, reconciling accounts, and delivering financial statements you can actually read, with your tax return included. Starting at $150/mo.
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Tax Preparation
Business and personal returns, done remotely, in person, or a combination of both. Compliant with every department.
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Tax Planning
Estimated tax planning and a genuine look for the savings you may be leaving on the table before the year closes.
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Tax Resolution
Offers in Compromise, penalty abatements, and speaking to the IRS on your behalf as a licensed Enrolled Agent.
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QuickBooks Setup & Cleanup
Set up properly from the start, or cleaned up from wherever it is now, by a QuickBooks Online ProAdvisor.
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Not sure what you need?
Tell me what’s going on and I’ll tell you honestly what I’d recommend, even when the answer is that you don’t need me yet.
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Let’s work out what you actually need.
Book a discovery call and we’ll go through it. No pressure, no jargon, no obligation.
Most calls are answered the same business day.