Services

Four services, done carefully

We deliberately keep the menu short. Bookkeeping and accounting are the foundation; tax work sits on top of books we trust; and catch-up gets you to the starting line. Each one has a flat, published price.

Bookkeeping & accounting

Monthly categorization, reconciliation, and financial statements with a plain-English summary: the steady heartbeat all the other services rely on. From $249/month.

Business tax

Federal and state returns for sole proprietors, LLCs, S-Corps, and partnerships, plus quarterly estimates and year-round answers. From $600/year.

Personal tax

Individual returns prepared by a person, checked by a second person, and explained to you before filing. From $350.

Catch-up bookkeeping

Behind by months or years? We rebuild your books at a flat price per month of history. No judgment, ever. $199 per month of history.

How they fit together

Bookkeeping is the foundation

Clean monthly books make everything downstream cheaper and calmer: business returns get our bookkeeping-client discount, quarterly estimates stop being guesses, and tax season becomes a formality instead of a scramble. That's why most clients start with a bookkeeping plan, or with catch-up if there's history to tidy first.

Ready to hand off your books?

Tell us where your books stand, even if the honest answer is “I have no idea.” The first conversation is free, friendly, and obligation-free.