You're probably paying more in taxes than you need to.
Here's the thing most tax preparers won't tell you: filing your return is the easy part. The hard part — the part that actually saves you money — is knowing which questions to ask before you file. We dig into your situation, find what others miss, and make sure you keep more of what you earned.
Every tax engagement includes
- Federal + state return preparation
- Deduction and credit optimization
- Line-by-line review walkthrough
- E-file and direct deposit setup
- Year-round access for tax questions
- Prior year comparison analysis
Individual & Family
- W-2 employees and dependents
- Standard deductions review
- Single or joint filing
- Price increases with complexity
Freelancer & Self-Employed
- Schedule C preparation
- Maximize business deductions
- Quarterly estimate guidance
- Self-employment tax strategy
Business & Rentals
- S-Corps, Partnerships, LLCs
- Non-profit returns (990)
- Rental property income
- Multi-state filing available
Tax Review
- Expert review of your filed return
- Identify missed deductions
- Check for errors or red flags
- Amendment guidance if needed
Your books are a mess. That's not a judgment — it's a starting point.
Most freelancers and small business owners don't have "bad" bookkeeping. They have no bookkeeping. Receipts in a shoebox, transactions uncategorized since March, a vague hope that it'll all work out at tax time. It won't. But we can fix it — and keep it fixed, every month, without you thinking about it.
Every bookkeeping plan includes
- Transaction categorization
- Monthly bank reconciliation
- Cloud backup of all records
- Visual financial reports
- Tax-ready year-end files
- Dedicated bookkeeper (same person)
Monthly Bookkeeping
- Categorize all transactions
- Reconcile accounts monthly
- Visual P&L and balance sheet
- Price scales with complexity
Catch-Up / Clean-Up
- Backlog bookkeeping (months or years)
- Reconcile messy accounts
- Fix miscategorized transactions
- Get tax-ready fast
QuickBooks Setup & Training
- Full QuickBooks Online setup
- Custom chart of accounts
- 1-on-1 training session
- Best practices documentation
CFO Advisory
- Cash flow forecasting
- Budget vs. actual analysis
- Strategic financial advice
- Monthly advisory meetings
You've been "meaning to make it official" for months.
You're already doing the work. You're already earning the money. But you're operating without the legal structure that protects your assets, reduces your taxes, and makes your business look legitimate to clients and banks. Let's fix that this week — not "someday."
Every formation includes
- Entity type consultation
- State filing and registration
- EIN (tax ID) registration
- Organized legal document package
- Next-steps guidance and checklist
- 30-day post-formation support
LLC Formation
- Articles of Organization
- Operating agreement template
- EIN registration
- All documents organized & delivered
S-Corp Election
- LLC formation included
- S-Corp election (Form 2553)
- Tax strategy consultation
- Payroll setup guidance
Non-Profit Formation
- 501(c)(3) application
- Bylaws and governance docs
- State registration
- Compliance guidance
Free Strategy Session
- Entity type recommendation
- Tax implications walkthrough
- Roadmap to launch
- Zero obligation