How can I help?

My services

Tax Preparation

Tax laws are complex and often difficult to decipher. I can assist with your business and individual tax preparation needs. Please note that I generally do not assist with C-Corporations, trusts, or nonprofit returns.

Individual Minimum Fee |  $850  

Business Minimum Fee |  $1,250

*These are purely minimums and subject to change based on review of prior year tax returns and other information provided.  

Tax Planning

No one wants a surprise tax bill! Let me guide you through the tax code to implement strategies and plan for any necessary tax payments.

*Only available to tax preparation clients. Billed at hourly rate or agreed upon pricing.

Bookkeeping

Assistance with bookkeeping on a monthly, quarterly, or annual basis. Packages are created on a case-by-case basis and can include meetings at desired frequency to discuss the details of how your business is performing.

Quarterly Minimum Fee Per Month |  $600

*This is purely a minimum fee and subject to change based on review of your books, records, and other information provided.