services
When taxes and finances feel messy or uncertain, it’s hard to make confident decisions - personally, professionally, or organizationally. And trying to fix it alone can be overwhelming, especially when the stakes are high.
Whether you're an individual, a business, or a nonprofit, we’re here to bring clarity, structure, and strategy to your financial life. Explore our services to see how we can support you.
our
01. Effortless Tax Prep
When all you need is a tax return
Never again feel the dread of knowing you have to file and have no idea where to start. Whether you're running a business or living your life, you have better things to focus on than itemizations and mind-numbing forms.
Contact us
our process includes:
- A secure client portal to share documents with our team
- Free educational resources
- Live review of your tax return w/our team before filing
personal tax returns starting at $650
Business tax returns starting at $1200
Trust tax returns starting at $1200
Nonprofit 990's starting at $1750
02. Planning Sessions
You know what you want, but you don’t always know how to get there.
MORE INFO PLZ
starting at $950
We'll look at the full picture - your goals, financials, and tax position - to build a strategy that works for you. Whether you're scaling up, shifting direction, or streamlining operations, we help you make informed decisions that align with your vision and your bottom line.
topics may include:
- Legal business structure to optimize taxes
- Cash flow forecast, hiring plan, margin analysis
- Tax credits available to you, and more!
03. Bookkeeping
Build Essential Foundations
We provide transparent bookkeeping, account setup, and clean-up to ensure your financial records are always up-to-date. Our team tracks every transaction with integrity, giving you peace of mind and the foundation for informed decision-making.
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services included:
- Categorization of income/expenses
- Tracking loans and equity
- Monthly reconciliations
- Annual 1099 Preparation
Starting at $500 / month
04. Tax Advisory
A customized tax plan to help you finally feel at ease.
MORE INFO PLZ
starting at $2499
We create detailed Tax Strategy Plans with a comprehensive list of eligible deductions, backed by extensive research and proven expertise. We don’t guess - we know what works and what doesn’t, so you can trust your finances are in good hands.
services included:
- Tailored tax plan that serves you
- Semi-annual scheduled check-ins
- Year-round access for tax advice
- Tax notice Resolution
our
PROCESS
step 1: inquire + questionnaire
Contact us and we'll start by asking you a few questions to see if we're a good fit.
step 2: schedule +
attend your free consultation
Next, our discovery call is all about getting to know each other. It's an opportunity to discuss your needs, and learn about our services.
3. receive proposal
Get a detailed proposal of the services that are best for you.
4. Access client portal
Finally, access your portal, upload necessary documents, and get started!
