Accounting & bookkeeping ↗
Reliable books and practical back-office support, with tax planning built into the ongoing conversation.
Types of services
One relationship.
Support across the details.
Six clear starting points, from day-to-day accounting to ongoing tax planning. Choose the area that fits your question; you do not need to know the form number or technical term.
Ongoing tax planning ↗
Not a once-a-year conversation. Tax planning continues as we work through your accounting and learn what is changing in your business and life.
Tax returns & payroll ↗
Business and personal filings, wage reporting and supporting records, coordinated with the planning happening throughout the year.
Notices & tax resolution ↗
A clear next step for a tax letter, amended return or unresolved account question, with the required scope and authorization.
Financial insight & growth ↗
Understand what the numbers mean and use them to plan the next decision, with an ongoing tax perspective.
Family & personal planning ↗
Tax-minded guidance for the decisions outside the office, connected to your broader accounting and tax picture.
Monthly accounting, ongoing perspective
Ongoing accounting and tax planning, together in an affordable monthly package.
Your agreed monthly services are included in your monthly accounting fee. We define the scope up front; returns, family-member work, catch-up projects, representation and specialist services are included only when specified in your engagement. Ask us for a tailored quote.