📋
From $250
per return

Tax Preparation & Planning

Expert tax preparation for individuals and businesses. I don't just file your taxes — I strategize year-round to ensure you keep more of what you earn.

  • Individual (1040) & business returns (1120, 1065, 1120-S)
  • Multi-state filing expertise
  • Year-round tax planning & estimated payments
  • Amended returns & prior year filings
  • Crypto & investment income reporting
📈
From $400
per month

Bookkeeping & Accounting

Stay on top of your finances with accurate, up-to-date books. I use modern cloud-based tools to give you real-time visibility into your financial health.

  • Monthly reconciliation & categorization
  • QuickBooks Online & Xero setup and management
  • Monthly financial statements (P&L, Balance Sheet)
  • Accounts payable & receivable tracking
  • Cash flow analysis & forecasting
🏢
Custom
pricing

Small Business Advisory

More than just numbers — I partner with you to make strategic decisions that grow your business and protect your assets.

  • Entity selection (LLC, S-Corp, C-Corp)
  • Business formation & EIN registration
  • Quarterly financial reviews & KPI tracking
  • Budget creation & profit optimization
  • Sales tax compliance & registration

Simple, Fair Pricing

No hidden fees. No surprises. Choose the level of support that fits your needs.

Individual
$250
Starting price / tax return
  • Federal & state return
  • W-2 & 1099 income
  • Standard deductions review
  • E-filing included
  • Year-round support
Get Started
Business Premium
$1,200
per month
  • Everything in Essential
  • CFO advisory services
  • Unlimited payroll
  • Cash flow forecasting
  • Priority same-day support
Get Started

My Process

Getting started is easy. Here's what to expect.

Step 01

Free Consultation

We start with a 30-minute call to understand your situation, discuss your goals, and determine the best service fit for your needs.

Step 02

Document Collection

I provide a secure portal where you can upload documents. I'll send a personalized checklist so you know exactly what's needed.

Step 03

Review & Preparation

I thoroughly review everything, identify opportunities, and prepare your returns or financial reports with meticulous attention to detail.

Step 04

Delivery & Ongoing Support

You receive a clear summary of everything filed or completed. I'm available year-round for questions — your success is my priority.