Five services, one accountant who knows your file.
I take on a small number of clients so I can do each one justice. If you're not sure which of these fits, or whether you need more than one, that's what the free consult is for.
Personal Tax Preparation
Federal and state returns prepared with care. Every credit and deduction you've earned, none of the guesswork.
Whether your return is straightforward or has moving parts (investments, rental income, a side business, multi-state filing), you'll work with the same accountant from intake to e-file. I review your prior year, ask the questions a software prompt won't, and explain what changed and why.
What's included
- Federal and state return preparation and e-filing
- Year-over-year review to surface missed credits and deductions
- Audit-response support if the IRS or state comes calling
- Direct access to me. No junior preparer hand-offs.
Business & Corporate Tax
Returns for LLCs, S-corps, C-corps, and partnerships, coordinated with your bookkeeping so nothing falls through the cracks.
Business returns are where small details cost real money. I prepare 1120, 1120-S, and 1065 returns alongside your books, reconcile what the year looked like against what the return needs to say, and make sure you and your business aren't double-paying or double-deducting.
What's included
- Federal and state business return preparation
- Owner / shareholder K-1s and personal return coordination
- Estimated quarterly tax planning
- Year-end close-out tied to the return
Monthly Bookkeeping
Clean books, every month. Ready for tax season, and ready for the question you'll have in June about last March.
Bookkeeping you can read and use, month after month. Monthly close, reconciled accounts, categorized transactions, and reports that make sense at a glance. Built in QuickBooks, set up to match how you run your business.
What's included
- Monthly bank and credit card reconciliation
- Categorized transactions with notes you can search later
- Profit & loss and balance sheet delivered each month
- Year-end package handed straight to tax prep
Payroll
Run payroll on time, every time, without spending your Friday afternoon learning the rules.
Payroll setup and processing for small teams. Direct deposit, tax withholdings, quarterly and annual filings, W-2s and 1099s at year-end. I handle the compliance pieces so you can focus on running the business.
What's included
- Payroll setup and ongoing processing
- Federal and state payroll tax filings (quarterly and annual)
- W-2 and 1099 preparation at year-end
- Direct deposit setup
Business Formation
Form an LLC or corporation the right way. Entity choice, state filings, EIN, and the tax election that fits.
Starting a business is the easy part. Picking the right structure, electing S-corp status when it makes sense, getting registered without filing the wrong form twice. That's where having someone in your corner matters.
What's included
- Entity selection guidance (LLC, S-corp, C-corp, partnership)
- State formation filings
- EIN application
- S-corp election (Form 2553) when appropriate
- Initial bookkeeping and tax planning setup
Not sure which one you need?
That's normal. Most clients come in needing one thing and discover they want help with another. The consult is free. Bring whatever's on your mind.