Tax preparation
Filing built off books we already keep — 1099 income included — so nothing has to be reconstructed in April.
Five things, filed properly
Business tax preparation
Deductions are easy to miss. We meticulously analyze the tax code and look for every one your business is entitled to.
Income tax preparation for individuals
Eliminate the stress of tax preparation by entrusting us with your tax filings. We check your return for every deduction and credit you can claim.
Virtual tax return preparation
Experience the convenience of our efficient virtual tax return preparation services, which save you time and effort.
State and local taxes
We look for legitimate ways to lower your business's effective tax rates. We offer sales and use tax services, tax incentive analysis, and Nexus filings.
Tax planning services
We continually develop new tax planning strategies to lower tax liabilities for businesses and individuals across all tax brackets.
Clean books all year. Nothing to reconstruct in April.
Transactions sort themselves
Your bank and card activity pulls in, gets matched against the prior month, and lands in the right category.
A person signs off on it
Every month a bookkeeper reads the file before it goes out and closes the period. Statements you can hand a CPA without apology.
Filing built off those books
1099 income included. The return is prepared from twelve closed months, not from a shoebox.
Asked about taxes
Will you also do my taxes?
Yes. Our own CPA prepares and signs your return from the books we already keep for you, so nothing has to be reconstructed in April. Tax work is quoted separately, before anything starts, and never bundled into the $100.
What is a 1099?
A 1099 is the U.S. tax form used to report income that isn't wages from a regular W-2 job. If you work freelance or on contract, that's the form your income arrives on — and clean monthly books are what make it straightforward to file.
Is there a contract?
No. There will be a monthly based relationship and you can make changes at any time.
Beyond the monthly books
Accounting software setup
QuickBooks Online configured around how a private household actually spends.
General accounting
Clean-up work, catch-up periods, and reporting for more complicated arrangements.
month
Get started today
Tell us what you do and where your accounts are. Your first monthly package lands at the end of the month.