Financial Planning Analysis
A comprehensive review of your current financial picture with actionable planning recommendations.
$150flat fee
BookWhat 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.
Individual / Sole Proprietor Tax Prep
Federal and state tax preparation for individuals and sole proprietors, filed accurately and on time.
$350 – $500flat fee
BookSmall Business Tax Preparation
Full tax preparation for partnerships, S-Corps, and LLCs — complex returns handled with precision.
$750 – $1,500+flat fee
BookState Tax Preparation
Accurate state-level tax filing to keep you compliant in every jurisdiction you operate in.
$200per state
BookTax Return Amendments
Amended tax return filings (Form 1040-X and business equivalents) to correct errors or claim missed deductions — pricing depends on the complexity of the case.
$500 – $1,000varies by complexity
BookEssential Bookkeeping
Monthly transaction categorization, reconciliation, and basic financial reporting for small businesses.
$350/ month
BookStrategic Bookkeeping & Financials
Enhanced bookkeeping with monthly P&L, balance sheet, and strategic financial insights.
$750/ month
BookComprehensive Business Accounting
Full-service accounting including payroll support, cash flow management, and CFO-level reporting.
$1,500+/ month
BookTax Resolution & Prior-Year Catch-Up
IRS resolution, back-tax filings, and prior-year catch-up work billed at a transparent hourly rate.
$125/ hour
BookInitial Business Strategy Session
A focused one-on-one session to map out your business goals, challenges, and financial strategy.
$175/ 60-min consultation
BookBusiness Entity Setup & Structuring Package
Complete guidance on choosing and setting up the right business entity — LLC, S-Corp, or sole proprietor.
$650flat fee
BookNot sure where to start? Let's have an honest conversation about what you actually need.
Let's Find a TimeCommon 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