Accurate books. Lower taxes.
Financial statements you can trust and proactive tax planning that keeps more money in your business — priced to your return.
Trusted by 100+ small businesses
Tax season and messy numbers shouldn’t run your life.
Surprises at tax time
Disorganized records that turn into bigger bills.
Overpaying every year
Sending Uncle Sam far more than his share.
IRS letters & audits
Notices and disputes hanging over your head.
No clear picture
Statements you can’t trust for real decisions.
Meeting a CPA once a year isn’t enough. We keep your books right and plan taxes all year long — so nothing is a surprise.
Accounting and tax, handled together
We keep your financials accurate and your tax bill as low as legally possible — no handoffs between a bookkeeper and a separate tax person, no gaps.
Business returns from $900; individual returns from $300. See pricing →
- Financial statements you can trust
- Year-round, proactive tax planning
- Every deduction and credit claimed
- IRS notices and representation handled
Accounting and tax, covered end to end
- Financial statements: P&L, balance sheet & cash flow
- Year-round, proactive tax planning
- Business & owner tax returns, filed on time
- Deduction & credit identification
- IRS notice response & representation (EA on staff)
- Quarterly reviews of your numbers & tax position
May has completely transformed how I think about taxes. Her depth of knowledge, attention to detail, and proactive approach made all the difference. Truly the best tax planning I’ve ever received!
Questions, answered
How is tax priced?
By the forms your situation requires. Sole proprietors and single-member LLCs are filed on your personal return (from $300); S-corps, partnerships, and C-corps need a separate business return (from $900). You’ll get a clear, fixed quote upfront — never an hourly meter.
Is year-round tax planning included?
Yes — when we keep your books and handle your taxes together, proactive year-round planning is built into your monthly fee, not a separate retainer. Book a free consult for a combined monthly quote.
I got an IRS notice. Can you help?
Yes. We have an IRS Enrolled Agent on staff who handles notices, disputes, and representation.
Do you handle both my business and personal taxes?
Yes — we coordinate both so nothing falls through the cracks.
Can you help if I’m behind on filings?
Absolutely — we’ll get you caught up and fully compliant.
Do you serve nonprofits?
Yes — including fund accounting, Form 990, and board-ready reporting.
Stop overpaying and start planning
Book a free consultation and get a clear picture of your finances and your taxes.