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📊 Bookkeeping Services
📊 Bookkeeping Services
Stay organized and in control of your finances with accurate, up-to-date bookkeeping. I help small businesses track income and expenses, reconcile accounts, and understand their numbers so they can make confident, informed decisions year-round. We offer catch-up bookkeeping and ongoing monthly bookkeeping with our own system or utilize your current system and improve on processes.Â
🧾 Tax Services - Tier Pricing*
🧾 Tax Services - Tier Pricing*
Tax season doesn’t have to be stressful. I provide reliable tax preparation and tax education for individuals and small business owners, ensuring returns are prepared accurately while helping you understand your tax situation every step of the way. We are primarily virtually preparing taxes, select "Ready to File Now" to complete our intake and upload documents to us. Please ensure pictures are clear and legible. In-Person appointments are limited and available by selecting "Book an In-Person Appointment".
All Tiers** includes State Income Tax Filing, if any is required.
Prior Year Tax Returns are $100, if filing with current year.Â
Just Prior Year(s) - Starting at $150
Amendments - Starting at $100
*Pricing varies based on time, forms required, and overall complexity.
All Refund Transfer tax returns are subject to a $49 electronic filing fee, a $79 refund transfer fee (if applicable) and additional bank and processing fees.Â
Your tier is based on the most complex item on your return. Additional state returns, prior-year returns, and amended returns are quoted separately. Not sure where you fit? Send me your documents and I’ll give you a firm quote before any work begins.Â
Tier 1 - Starting at $350Â
Tier 1 - Starting at $350Â
Single or married filing, no dependents
One W-2
Unemployment, Social Security, and retirement income
Standard deduction
Earned Income Tax Credit and education credits (for you or your spouse)
One state return included
E-file included
Tier 2 - Starting at $500
Tier 2 - Starting at $500
Everything in Tier 1, plus:
Multiple W-2s
Dependents and Child Tax Credit
Child and dependent care credit
Interest and dividend income
HSA reporting
Simple itemized deductions (mortgage interest, property tax, charitable gifts)
Simple capital gains and losses (Schedule D, a few transactions)
Tier 3 - Starting at $750
Tier 3 - Starting at $750
Everything in Tiers 1 and 2, plus:
Self-employment income (Schedule C)
Rental property income (Schedule E)
Complex capital gains and losses (many transactions, crypto, wash sales)
Complex itemized deductions
K-1 income (partnerships, S corps, trusts)
Quoted individually based on the complexity of your return
📣 Marketing Services
📣 Marketing Services
We help build a consistent and confident brand without the overwhelm. I support small businesses with marketing and virtual assistance services that help streamline systems, create content, and manage the behind-the-scenes work so you can focus on growth. We offer website improvements, integration assistance, social media content strategy, Google Ads management, and overall digital marketing support.
Bundled Services
Bundled Services
Bundling services allows clients to receive bookkeeping, tax, and marketing support together at a lower overall cost. By combining services, you save time, reduce administrative fees, and benefit from a more streamlined approach—while I’m able to provide consistent, integrated support tailored to your business.Â
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