What We Do

Services built around you

From simple tax returns to complex business accounting, we help you stay organized, compliant, and confident.

Tax Preparation

Accurate federal and state returns for individuals, families, and small businesses.

Bookkeeping

Monthly reconciliations, clean ledgers, and financial reports you can actually read.

Tax Planning

Proactive strategies to lower your liability and keep more of what you earn.

Business Accounting

Entity setup, payroll coordination, and year-end financials for growing companies.

IRS Representation

We stand by your side during audits, notices, and correspondence with the IRS.

Advisory

One-on-one guidance for major financial decisions, from buying a home to selling a business.

Payroll & Bookkeeping

Monthly services for your business

A one-time onboarding/takeover fee of $250 ensures all records are properly reviewed, organized, and transitioned smoothly into our systems.

All prices are subject to change due to scope of work

Payroll Services

  • Monthly payroll processing
  • Direct deposit management
  • Payroll tax filings and payments
  • Quarterly payroll report reviews
  • Contractor management

Monthly Bookkeeping & Reconciliation

  • Monthly bank and credit card reconciliations
  • Transaction categorization and review
  • Financial record maintenance
  • Review for accuracy and completeness
  • Preparation of audit-ready financial reports
  • Ongoing bookkeeping support and consultation

QuickBooks Online subscriptions are carried directly by the client with Intuit; we assist with the transition and help maintain any available accountant discounts. Monthly pricing varies by transaction volume, employee count, and scope — contact us for an estimate.

Additional services

Billed separately from the monthly fee, only as needed.

ServiceFee
  • New Employee Onboarding$25
  • Employee Terminations / Final Checks$25
  • Garnishment Setup & Management$15
  • W-2 ProcessingQuoted per need
  • 1099 ProcessingQuoted per need
  • Payroll Corrections / AmendmentsQuoted per need
  • State Registrations (UI, Withholding, FAMLI, etc.)$50–$300
  • Workers' Compensation AuditsHourly or flat fee by scope
  • Certified Payroll ReportingAdditional fee
  • Rush Payroll ProcessingAdditional fee

Please note

All prices are subject to change due to scope of work

Important policies

  • Full payment is required at the time of filing tax returns
  • Clients are responsible for providing timely, complete, and accurate information
  • Services may be suspended when accounts become past due
  • Additional work outside the agreed scope is billed separately