Modern CPA Support for Individuals & Businesses

Supporting individuals, self-employed professionals, and small businesses with proactive tax, bookkeeping, and advisory services.

Individual & Business Tax Support

Tax preparation, filing, and planning support for individuals, self-employed professionals, and small businesses.

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Monthly Bookkeeping & CPA Plans

Ongoing bookkeeping, financial visibility, and proactive support year-round.

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LLC & S Corp Consulting

Business structure guidance, entity setup support, and tax strategy planning.

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What Working Together Looks Like

Consultation & Discovery

We’ll discuss your situation, goals, and service needs to determine the best fit.

Areas of Support

INDIVIDUAL, ESTATE & TRUST TAX SERVICES

Comprehensive federal and state tax preparation and planning for individuals, families, estates, trusts, and high-income taxpayers.

Federal & State Tax Returns
Multi-State Filings
Tax Planning & Estimates
Prior-Year & Amended Returns
Estate & Trust Tax Returns
IRS & State Notice Support

BUSINESS TAX SERVICES

CPA guidance and proactive tax strategies for entrepreneurs, business owners, and growing companies.

Schedule C & Sole Proprietor Returns
S Corporation Returns
Partnership Returns
Corporate Returns
Business Deduction Optimization
Quarterly Tax Planning

MONTHLY BOOKKEEPING & CPA SUPPORT

Organized bookkeeping, financial visibility, and ongoing CPA support to keep your business on track year-round.

Transaction Categorization
Bank Reconciliations
Catch-Up Bookkeeping
Monthly Financial Reporting
QuickBooks Support

TAX PLANNING &
ADVISORY SERVICES

Forward-looking strategy and financial guidance designed to help individuals and business owners beyond annual tax filing.

Entity Selection Guidance
Tax Reduction Strategies
Cash Flow Planning
Business Growth Advisory
Ongoing CPA Support

Getting Started

Services are customized based on complexity, filing requirements, bookkeeping volume, and ongoing support needs.

Individual Tax Returns

Starting at $250

Business Tax & Bookkeeping

Custom proposal-based pricing

Consulting & Advisory

Starting at $200/hour