Your Business. Your Numbers. Your CPA.
Your business doesn’t stop at tax season, and neither should your CPA relationship.
Accounting, Tax & Planning Services
Bookkeeping, Tax Preparation & Year-Round Support
A straightforward solution for solo business owners who want their books and taxes handled by one CPA—with ongoing support throughout the year.
What’s included:
Monthly bookkeeping
Bank & credit card reconciliations
Business & personal tax return preparation
Quarterly estimated tax calculations
Year-round tax questions and guidance
Review of business and personal tax situation
Reasonable compensation review for S corporation owners
Tax-saving recommendations based on your individual circumstances
Best for:
Solo business owners who want reliable bookkeeping and tax compliance without having to manage the details themselves.
Already Have a Bookkeeper?
You don’t need to change everything to work with me.
If your bookkeeping is already established and working well, I also offer customized tax preparation and tax planning engagements. These may include business and personal tax preparation, quarterly estimated tax calculations, and a dedicated tax-planning session.
We’ll determine the right level of support based on your needs.
Pricing shown reflects standard monthly packages. Customized pricing may apply based on business complexity, bookkeeping volume, and tax needs. Schedule a consultation for exact pricing.
Comprehensive Tax, Accounting & Business Advisory
Everything in Essentials, plus:
Proactive quarterly tax planning
Annual and mid-year tax projections
Strategic tax planning throughout the year
Business structure and S corporation guidance
Ongoing review of owner compensation and distributions
Guidance on business and personal financial decisions with tax implications
Regular advisory meetings
Deeper analysis of opportunities to reduce your overall tax burden
Priority year-round access and support
Best for:
Business owners who want a proactive CPA relationship and a partner who helps them make better financial and tax decisions—not just file their returns.
Already Have a Bookkeeper?
You don’t need to change everything to work with me.
If your bookkeeping is already established and working well, I also offer customized tax preparation and tax planning engagements. These may include business and personal tax preparation, quarterly estimated tax calculations, and a dedicated tax-planning session.
We’ll determine the right level of support based on your needs.
Pricing shown reflects standard monthly packages. Customized pricing may apply based on business complexity, bookkeeping volume, and tax needs. Schedule a consultation for exact pricing.
A CPA who understands small businesses
From bookkeeping and tax preparation to proactive tax planning and s-corp guidance, I help business owners stay organized, minimize their tax burden, and make confident financial decisions - all with a CPA they know they can rely on.
Have a Question?
Send us a note and let’s figure things out together.