Tax prep and bookkeeping services for individuals and small businesses.

I focus on a few core services and do them carefully. If you are a W-2 filer, have a side business, run a Schedule C, or operate a small S-corp, I can help you stay organized year-round and file with confidence.

If you are not sure what you need, start with a quick call. I'll help you choose the right level of support.

Book a Call

Tax Preparation

Individuals + Small Business

For W-2 individuals, side income, Schedule C, and small business owners who want a clean, accurate return.

Request tax prep

What's included

  • Preparation and filing of federal returns (and state returns as applicable)
  • Review of income documents (W-2, 1099s, K-1s, brokerage summaries, etc.)
  • Schedule C reporting for self-employment and side businesses
  • Basic tax planning guidance tied to the current year's filing
  • A simple summary of what was filed and what to keep for your records
  • Returns prepared using Intuit ProConnect
  • Clean workpapers and documentation package for your records

Good fit if

  • You want a straightforward, organized process
  • You have side income and want to be sure deductions are handled correctly
  • You want clean support for lenders, leases, or future planning

Monthly Bookkeeping

For small businesses that want consistent books and fewer surprises at tax time.

Request bookkeeping

What's included

  • Bookkeeping performed in QuickBooks Online or Xero (based on your current setup)
  • Monthly categorization and cleanup of transactions
  • Bank and credit card reconciliations
  • Monthly financial statements (Profit & Loss, Balance Sheet)
  • A simple monthly summary so you understand what changed
  • Month-end close that supports clean tax prep and year-end reporting
  • Year-end package to make tax preparation easier

Optional add-ons

  • +Catch-up bookkeeping for prior months
  • +Light AR/AP tracking (depending on your setup)
  • +Simple KPI tracking if you want a small dashboard

Good fit if

  • Your books are "mostly fine" but not consistent
  • You are behind and want to get current
  • You want financials you can actually rely on

S-corp Support

For small S-corps that need clean books and clean compliance without a complicated process.

Request S-corp support

What's included

  • Ongoing bookkeeping built for an S-corp workflow
  • Owner distributions tracked cleanly
  • Year-end organization so tax filings are smoother
  • Coordination on what you should be tracking during the year (so you are not scrambling later)

Every S-corp situation is a little different. The goal is to keep it clean, conservative, and easy to maintain.

LLC Setup and Business Organization

For new business owners who want to start clean and avoid headaches later.

Get set up

What's included

  • Guidance on choosing a basic structure and setting up an LLC (when appropriate)
  • Help separating business and personal finances with a simple system
  • Bookkeeping setup (chart of accounts and categories that make sense)
  • Quarterly tax planning basics so you are not surprised by what you owe

Good fit if

  • You are starting a business or side hustle and want to do it correctly
  • You want a clean foundation before you grow

LLC setup support is administrative and accounting-focused. I don't provide legal advice, and I'll recommend an attorney when needed.

Advisory & Consulting

For small business owners who want a CPA they can call when questions come up.

Request advisory

What's included

  • Tax planning conversations tied to your business and personal situation
  • Entity structure review (LLC, S-corp election, sole prop) and guidance on next steps
  • Financial review and check-ins on how the numbers look
  • Quarterly check-ins to stay ahead of estimates, deductions, and compliance

Good fit if

  • You want a CPA on call for questions as they come up
  • Your business is growing and you need guidance on structure or planning
  • You want proactive tax planning instead of just filing at year-end

Advisory works well alongside bookkeeping and tax prep, or on its own for business owners who just need someone to run things by.

Common questions

Do you offer one-time cleanup or catch-up work?

Yes. If you are behind, we can catch up and then move to a steady monthly cadence.

Can I do bookkeeping with you and taxes somewhere else?

Yes. Many clients prefer to keep everything in one place, but I can also support bookkeeping only.

Do you work with QuickBooks Online and Xero?

Yes. I support both QuickBooks Online and Xero. If you're already using one, we'll work within your existing file. If you're not set up yet, I'll recommend the simplest option for your situation.

How do we share documents?

I use a secure Google Drive folder and a checklist so nothing gets missed and everything stays in one place.

Do you help with payroll?

I can coordinate and keep your records clean, and I can help you understand what to track. If you use a payroll provider, we'll make sure it ties out correctly.

Not sure what you need?

Start with a short call. I'll ask a few questions, recommend the right service, and outline the next steps.

Book a Call

or call (941) 404-2341