Services

Simple tax return

Self-Employment taxes

Cryptocurrency taxes

Tax Planning

Bookkeeping Set-up

Monthly Bookkeeping Services

Monthly Bookkeeping: Bank reconciliations, profit & loss statements, vendor payments.

Quarterly Reviews: Check-ins to optimize deductions and cash flow.

Year-End Tax Prep: Maximize write-offs, minimize liability, file on time.

Cloud Integration & Support: QuickBooks setup, real-time dashboards

How It Works: when you call, we’ll chat about your goals, challenges, and the tools you already use.

Onboarding & Setup
Connect your bank, set up your chart of accounts and get your dashboard live.
Monthly Check‑Ins
You get a clear report each month, plus recommendations to save more.
Tax Season Wrap‑Up
I prepare, file and review every detail—so you never worry about an audit.

Worried about Cost, Security or Getting Locked In?

“I don’t trust online data.”
Bank‑level encryption and read‑only access keep your accounts safe.

“Bookkeeping is too expensive.” Flat‑rate packages that scale with your business—no surprises.

“Will I be stuck if I don’t like the service?”
Month‑to‑month agreements mean you can pause or cancel at any time.