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Packages
Simple packages, tailored to your needs. We’ll confirm scope and pricing before we begin.
Packages
Simple packages, tailored to your needs.
Pricing depends on complexity and scope. We’ll confirm what’s included before we begin.
Individual
For employees, freelancers, and investors.
Custom quote
- Document checklist and intake review
- Deductions and credits review
- Preparation and filing support
- Clear summary of key results
Business
For small businesses and corporate filings.
Custom quote
- Returns and extensions
- Supporting documentation checklist
- Compliance and planning guidance
- Year-round availability for questions
Bookkeeping
For ongoing bookkeeping and reporting.
Monthly
- Monthly reconciliations
- Clean categorization
- P&L and balance sheet reporting
- Year-end package for tax time
Not sure which package fits? Tell us your situation and we’ll recommend the best option.
Ready to file with confidence?
Book a consultation with a tax preparer.
We’ll reply with next steps and a checklist tailored to your situation—individual taxes, business compliance, or bookkeeping.
Secure, confidential, and responsive.
Photo by Cytonn Photography on Unsplash.