What we help with
Here is what each engagement includes and what it does not.
Tax Planning and Preparation
Who it's for
Small business owners, self-employed professionals, and individuals with rental income, multiple states, or investment activity.
What's included
- Federal and state tax return preparation
- Year-end planning conversation so you know what to expect and have time to act
- Review call when the return is complete
What's not included
- Audit representation (can be discussed separately)
- Payroll filings
- Bookkeeping (available as a separate engagement)
- Prior-year returns not covered in the scope
Pricing
Fixed fee, scoped after the intro call. Depends on entity type, complexity, and number of states. Written proposal before you commit.
Accounting and Bookkeeping
Who it's for
Businesses that need clean monthly books but are not ready for a full-time hire.
What's included
- Monthly transaction categorization and reconciliation
- Financial statements (P&L, balance sheet)
- Chart of accounts setup or cleanup
- Integration with QuickBooks, Xero, or similar
- Brief monthly summary so you know where things stand
What's not included
- Payroll processing
- Accounts payable/receivable management
- Tax filings (available separately or bundled)
Pricing
Monthly flat rate, scoped based on transaction volume and complexity.
Business Advisory
Who it's for
Business owners facing a specific decision: entity formation, restructuring, or when the numbers do not add up.
What's included
- A structured conversation about your question
- Written summary of findings and what to consider
- Honest guidance on whether you need additional help (attorney, financial advisor, etc.)
What's not included
- Legal advice
- Investment advice
- Audit representation
- Ongoing monitoring (separate conversation)
Pricing
Flat fee per engagement, scoped after the initial conversation.
Not sure which of these fits your situation? That is what the intro call is for. Describe what is going on and you will get a clear answer on what makes sense, including if none of the above is the right fit.
Book a Free Intro Call