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.