Taxes done right, explained plainly.
A CPA firm for small businesses, self-employed people and families who want a real person on their side.
Which one sounds like you?
Pick your situation and we will show you where we usually start.
Clean books, a calm tax season
We keep your numbers current all year, so your return is a formality and you always know where the business stands.
- Monthly bookkeeping and reconciliations
- Business tax returns and quarterly planning
- Payroll setup and filings
Keep more of what you earn
Freelancers and contractors get help with estimated payments, deductions and a simple system for receipts.
- Quarterly estimated tax planning
- Self-employed returns, done with you
- Advice on when to form an LLC
Breathe. We will read it with you.
Send us a photo of the notice. We explain what it means in plain English and handle the reply for you.
- Notice review and response
- Back taxes and payment plans
- Amended returns
Everything your money paperwork needs
Individual tax returns
Federal and state returns prepared, reviewed and filed, with every line explained.
For families and individualsBusiness tax returns
Returns for sole owners, LLCs, partnerships and S corporations.
For owners and partnersYear-round tax planning
Quarterly check-ins so there are no surprises in April.
For growing businessesBookkeeping
Monthly categorizing, reconciling and simple reports you can actually read.
For busy ownersPayroll
Setup, pay runs and payroll tax filings for small teams.
For employersIRS notices
We read the letter, explain it and handle the reply on your behalf.
For anyone with a notice
Getting started is simple
No piles of forms before we have even met. We start with a conversation.
Talk it through
A short call about your situation, your goals and what is keeping you up at night.
Share your documents
Upload through a secure link. We send a short checklist so nothing is missed.
Review and file
We walk you through the finished work before anything is filed.
You will always know who to call.
One CPA, start to finish
The person you meet is the person who does your work.
Plain English, every time
No jargon. If something is unclear, we explain it again.
Clear quotes up front
You see the price before any work begins.
Common questions
What should I bring to the first call?
Nothing at all. A rough idea of your situation is enough. If we decide to work together, we send a checklist of documents.
Do you work with clients online?
Yes. Meetings can happen by video or phone, and documents are shared through a secure upload link.
Can you help if I am behind on filing?
Yes. We sort out what is missing, file what is needed and help you set up a plan to get current.
How is pricing set?
Pricing depends on the work involved. You get a clear quote after the first call, before anything begins.
Tax season does not have to feel like this.
Tell us what is going on and we will take it from there.
Let us take a look
Share a few details and we will reach out to set up your call.
- (555) 014-2290Phone
- Monday to FridayBy appointment, in person or online