What We Offer

Services Built Around Your Business

Transparent pricing. No surprises. Every service is designed around what's right for you — not what's easiest to sell.

What We Offer

Our Services

Honest pricing. No surprises. Every service is built around what's right for your business — not what's easiest to sell.

Financial Planning

Financial Planning Analysis

A comprehensive review of your current financial picture with actionable planning recommendations.

$150flat fee
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Tax Preparation

Individual / Sole Proprietor Tax Prep

Federal and state tax preparation for individuals and sole proprietors, filed accurately and on time.

$350 – $500flat fee
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Tax Preparation

Small Business Tax Preparation

Full tax preparation for partnerships, S-Corps, and LLCs — complex returns handled with precision.

$750 – $1,500+flat fee
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Tax Preparation

State Tax Preparation

Accurate state-level tax filing to keep you compliant in every jurisdiction you operate in.

$200per state
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Bookkeeping

Essential Bookkeeping

Monthly transaction categorization, reconciliation, and basic financial reporting for small businesses.

$350/ month
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Bookkeeping

Strategic Bookkeeping & Financials

Enhanced bookkeeping with monthly P&L, balance sheet, and strategic financial insights.

$750/ month
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Bookkeeping

Comprehensive Business Accounting

Full-service accounting including payroll support, cash flow management, and CFO-level reporting.

$1,500+/ month
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Tax Resolution

Tax Resolution & Prior-Year Catch-Up

IRS resolution, back-tax filings, and prior-year catch-up work billed at a transparent hourly rate.

$125/ hour
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Business Consulting

Initial Business Strategy Session

A focused one-on-one session to map out your business goals, challenges, and financial strategy.

$175/ 60-min consultation
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Business Consulting

Business Entity Setup & Structuring Package

Complete guidance on choosing and setting up the right business entity — LLC, S-Corp, or sole proprietor.

$650flat fee
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Not sure where to start? Let's have an honest conversation about what you actually need.

Let's Find a Time

Common Questions

Answers Before You Ask

We believe in honest conversations. Here are the questions clients ask most — answered straight.

How much does tax preparation cost?
Individual and sole proprietor returns start at $350–$500 flat. Small business returns (partnerships, S-Corps, LLCs) range from $750–$1,500+ depending on complexity. State filings are $200 per state. All pricing is transparent — you'll know the cost before we start.
What's the difference between Essential and Strategic Bookkeeping?
Essential Bookkeeping ($350/month) covers monthly transaction categorization, bank reconciliation, and basic reporting — ideal for small businesses that need clean books. Strategic Bookkeeping & Financials ($750/month) adds monthly P&L statements, balance sheets, and forward-looking financial insights to help you make smarter decisions.
I'm behind on my taxes. Can you help?
Absolutely. Our Tax Resolution & Prior-Year Catch-Up service handles IRS correspondence, back-tax filings, and multi-year catch-up work. We bill at a transparent $125/hour rate so you always know where you stand. The sooner you start, the more options you have.
Do I need an LLC or S-Corp for my business?
It depends on your income, liability exposure, and long-term goals. Our Business Entity Setup & Structuring Package ($650 flat fee) walks you through the right structure for your situation — we don't recommend what's trendy, we recommend what's right for you.
How do I get started?
Book a free introductory call through our online calendar. We'll talk through your situation, answer your questions, and recommend the right services — no pressure, no jargon. If you're ready to move forward, we'll outline next steps together.
Do you work with clients outside your local area?
Yes. We serve clients across the US. All consultations and ongoing services can be handled remotely via phone, video call, and secure document sharing. Distance is no barrier to getting your finances in order.
What industries do you specialize in?
We work with individuals, sole proprietors, small businesses, and government contractors across a wide range of industries. Our focus is on clients who value honesty, clear communication, and a financial partner who listens first.
Is my financial information kept confidential?
Yes — always. We treat your financial information with the same care and discretion we'd want for our own. All data is handled securely and never shared without your explicit consent.

Not Sure Where to Start?

Let's have an honest conversation about what you actually need. No sales pitch — just straight answers.

Book a Free Consultation