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 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 $50, if filing with current year.Â
Just Prior Year(s) - $100
Amendments - $50
*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
W2, Unemployment, Social Security, Retirement Income
No Dependents
Basic Credits - EITC and Education Credits
Standard Deduction
Everything in Tier 1 Plus
Multiple W2s
Dependents/CTC
Simple Itemized Deductions
Simple Schedule D - Capital Gains and Losses
Everything in Tier 1 & 2 Plus
Schedule C - Self Employment
Schedule D - Capital Gains and Losses (Complex and multiple transactions)
Schedule E - Rental
Complex Itemized Deductions
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.
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