Unlock the Power of Your Financials with Specialized Management Service

Navigating the complexities of personal taxes can be overwhelming. Let our experienced tax professionals guide you through the process, ensuring you get the maximum refund and avoid costly mistakes. Whether you're filing a simple return or dealing with more complex situations, like the preparation of a we provide accurate, reliable, and timely tax preparation tailored to your needs.

Filing taxes for your business can be tricky, but we specialize in Schedule C tax preparation to ensure you're not leaving money on the table. Our team is here to help you navigate the complexities of self-employment taxes, from calculating your deductions to maximizing your refund. If you're behind on your accounting, and need help with preparing your financial statements for tax prep, don't worry — we also offer catch-up bookkeeping services to get your financials up to date.

The Silver Plan is perfect for small businesses, freelancers, and startups. It provides essential services including monthly bookkeeping, quarterly financial statements, and a tailored budget to help you plan for the year ahead. With detailed insights into your spending and a semi-annual financial review that includes a revenue-to-expenses overview, you’ll gain a clear understanding of key financial drivers and stay on track. These core services offer peace of mind, allowing you to focus on what matters most—growing your business.

Designed for businesses ready to grow, the Gold Plan provides the tools and insights needed for success. Enjoy monthly bookkeeping, monthly financial statements, and expert support to make informed decisions with confidence. The Gold Plan offers enhanced visibility by tracking expenses versus revenue for one primary project, creating a custom budget to manage expansion, and provides quarterly financial reviews to ensure you're aligned with your goals.

The Platinum Plan provides comprehensive bookkeeping and monthly financial reports, designed for established businesses. Perfect for those seeking deeper insights with detailed budget-to-actual analysis for up to three primary projects, along with priority support, this plan guarantees expert financial management. With quarterly financial reviews (and three interim reviews) to keep you aligned with your goals, you can focus on growing your business while we handle the financial complexities.

Need reliable bookkeeping without the extras? We've got you covered! Our Just the Basics package provides everything you need to keep your finances organized—without the complexity of strategic budgeting. With this service you’ll receive accurate record keeping, bank & credit card reconciliations, expense tracking and categorization, and year end financial statements to get you ready for tax season.