As a CPA, I am uniquely qualified to provide accounting, tax planning, and tax preparation services to you and your business. Let me take care of the books so you can focus on your business.
Small Business Accounting and Bookkeeping
Spend more time growing your business. Whether you want to do it yourself, need ongoing accounting support, or just a quarterly review to keep you on track, we have the bookkeeping solution just right for your small business.
- New business set up: Get your new business set-up with QuickBooks Online, including a proper chart of accounts customized to your business. Includes training you how to navigate QuickBooks. Cost: $397
- Ongoing bookkeeping: Hand over your bookkeeping duties and get back to doing what you love. Services start at $175 per month.
- Bookkeeping review: You like to keep your own books, but want a pro to check things out and hold you accountable. Quarterly review of bookkeeping starts at $150/quarter.
- Consulting and one-time projects: Consulting and one-time projects available at $150/hour
Tax Planning and Return Preparation
Let’s face it, income taxes are complicated. Whether you have started a new business or a new job, gotten married, had your first child, or just feel overwhelmed by the complexity of the tax return process, I would be happy to advise you. As a CPA, I stay up to date on tax code changes so that you don’t have to. I offer year-round support for my clients and I am happy to answer your tax questions throughout the year.
For new clients, I review your prior year tax return for tax opportunities at no charge. I work with clients throughout the US by email, online secure file access, and video chat and in-person meetings for local clients.
Tax return preparation is included in our comprehensive financial planning retainer fee engagements.
Individuals: Includes annual federal and state income tax return preparation and filings. We’ll also discuss tax planning strategies.
Fee is based on the forms required to prepare a complete and accurate return.
Small businesses: Includes annual federal and state income tax return preparation and filings for sole proprietors, partnerships, LLCs, and S-Corps. Quarterly federal and state estimated tax payments. We’ll also discuss tax planning strategies.
Fee is based on the forms required to prepare a complete and accurate return.
Schedule your free 30-minute strategy session
Click the button below to schedule your complementary 30-minute strategy session today!
Your strategy session includes: A quick assessment of your current financial situation and goals, a discussion of your most pressing financial question, and a discussion of options available.
I’ll also share an action step you can take immediately to improve your current situation.
