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A focused 20-minute consultation designed to answer tax questions, review your situation, and provide general guidance. This session is ideal for individuals, self-employed taxpayers, and small business owners who need clarity before filing or planning next steps.

Professional tax filing services for individuals, self-employed taxpayers, and small business owners. Each return is prepared with accuracy, compliance, and attention to detail. To book this service, clients must complete a secure intake form. An engagement letter will be sent for electronic signature before services begin.

Our bookkeeping services focus on accurate income and expense tracking, maintaining clean financial records, and providing organized reporting that supports tax preparation and informed business decision-making. We work with entrepreneurs, service-based businesses, and independent contractors to simplify their finances and reduce year-end stress.Our Bookkeeping Services Include: Monthly income and expense tracking Categorization of business transactions Bank and credit card reconciliation Clean, organized financial records Support for Schedule C and small business tax filing Year-end bookkeeping review for tax preparation Our goal is to keep your books accurate and up to date so your tax return can be prepared efficiently and correctly. Bookkeeping services are available as a standalone service or combined with tax preparation.