Individual Tax Prep


Taxes are our bread and butter. Our firm is composed of a CPA and an EA, both highly credentialed tax experts required to get many hours of continuing education each year, so you can be confident you’re getting the best service possible. We’re always happy to answer your tax questions with additional explanation in plain language. Plus we’re here all year round so if anything comes up, we’re only an email away.

Business Tax Prep


Our firm prepares all types of business tax returns including Partnerships (LLCs), S Corps, C Corps, and Non-Profits. Running your own company is challenging, and we understand the importance of maximizing appropriate deductions. We can even help with advice during the year to help you structure your business and expenses advantageously.

If your books aren’t quite ready at tax time, we can help with that too. Check out our bookkeeping services below.

Prior Year Returns


We can prepare overdue returns even if they’re from several years ago. Remember, the IRS can go back an unlimited number of years for unfiled returns and even if you are not under audit now, do you want that worry hanging over your head indefinitely? On the other side, you may have missed out on refunds to which you were entitled since those can only be claimed for up to three years after the due date of the return. The best time to start is now!

Set-Up / Conversion


QuickBooks is the market leader for a reason: they have lots of convenient tools that make managing your business’ books simple. However, the way your company gets set up is critical to ensuring long-term success. We’ll work with you to determine what factors are important for tracking and implement the best system for your business. Whether you’re a brand new business just getting started or a growing company that’s ready to move away from spreadsheets and manual tracking, we can help.

Starting at $150, we’ll create your new QuickBooks Online account, get your Chart of Accounts customized to your needs, import your existing customers, vendors, & transactions (must already be in digital format), and do a one hour screen share training to get you started on the right path.

Whether or not we do your setup, we offer wholesale billing rates on QuickBooks monthly subscriptions (charged automatically, no contract):

  • QBO Simple Start – $25/month
  • QBO Essentials – $45/month
  • QBO Plus – $65/month



We know business owners are busy, and one of the first things that seems to go when there’s a time crunch is bookkeeping. Does any of this sound familiar: haphazard categorization, account balances in your software that don’t match your bank, invoices that you know got paid still show as overdue, or reports that don’t make sense because things are negatives when they shouldn’t be? We can fix all of it!

As certified advisors for both QuickBooks and Xero, we can get your records back on track. We have experience using the tools within the software (some of which are only offered to accountants) to efficiently find underlying errors and recategorize transactions to the appropriate places.

Additionally, we approach bookkeeping not just from an accounting standpoint but also from the tax standpoint. For example, QuickBooks by default uses the expense category “Meals and Entertainment,” but these two types of expenses have different rules about what can and cannot be deducted at tax time. We consider these types of implications when entering your transactions.

Ongoing Bookkeeping


If you’re busy running a business, you’ve got better things to do than categorize transactions. We’ll take the hassle out of keeping track of your books by entering your monthly transactions (checks, credit card expenses, deposits, etc.) for you. We transform your deposits and receipts into a meaningful snapshot of where your money is going. Armed with better data, you can can make better business decisions. Additionally, having up to date reports means your quarterly estimated tax payments can be updated so you can avoid a surprise bill at tax time.

Finally, using a professional firm for your bookkeeping gives you ongoing access to specialized knowledge and advice. For example, we can help you determine if you are currently in the right business structure and when a change would be beneficial as your company grows. Whenever you have a questions, you have us in your corner with tailored answers. Yes, Google has lots of information, but it can’t tell you what a particular course of action will mean for you. 

Our mission as a company is to help small businesses make practical use of their financial data and that starts with the little everyday transactions.

Package A
$ 125 per month
  • Enter up to 75 transactions per month (i.e. deposits, checks, charges, etc.)
  • Reconcile 2 bank or credit card accounts
  • Year-end statements for management use
  • Unlimited questions

Get Started

Approximates - Email us for more information
Package B
$ 200 per month
  • Enter up to 150 transactions per month
  • Reconcile 4 bank or credit card accounts
  • Quarterly statements for management use
  • Unlimited questions

Get Started

Approximates - Email us for more information
Package C
$ 275 per month
  • Enter up to 250 transactions per month (i.e. deposits, checks, charges, etc.)
  • Reconcile 6 bank or credit card accounts
  • Monthly statements for management use
  • Unlimited questions

Get Started

Approximates - Email us for more information

Realtime Payroll


Using our payroll services can be a cost effective solution for small businesses. Simply provide us your employees’ hours and we’ll calculate the taxes to withhold, any additional deductions, & provide you with professional paystubs. Direct Deposit is also available for a small additional charge. Payrolls can be processed bi-weekly, semi-monthly, or monthly.

Paycheck preparation (up to 3 employees) – $45/pay period
Additional employees – $4/employee
Setup fee – $100 (one time charge)

If you have not already established the necessary employer accounts, we can set these up on your behalf. Contact us for additional information.

Quarterly and Annual Reports


All employers need to file quarterly payroll reports with IRS and their state, as do sole owners of S-corporations. We can take care of preparing these forms on your behalf, leaving you with more time to focus on running your business instead of sweating deadlines.

Quarterly federal & state payroll forms – $50/qtr

We also prepare annual W-2 and 1099 filings.

W-2 forms – $45 + $5/employee
1099 forms – $45 + $5/vendor

Unlimited Questions Pkg


If your business is small and you’re not ready for a whole suite of services, that’s OK. Companies of all sizes still run up against things they have questions on every day so we offer a flat rate service where you can email us with those questions and we’ll give you answers specifically tailored for your situation. You shouldn’t have to second-guess reaching out for help because you don’t know how much it will cost.

Unlimited questions package – $50/month (billed automatically, no contract)

New Business Formation


Starting a business is tough! There are many steps involved, especially if you’re going to be selling a product or will have employees. We can help guide you on important items such as:

  • which entity type is best for you now and when to consider a new one as your business grows.
  • how to get your entity correctly set up with the state and other agencies.
  • suggestions for tracking income and expenses.
  • advice on tax implications.

Services We Do Not Provide


As a small two person firm, there is a limit on the number of topics we can be experts in. As such, here are the services we have chosen not to focus on:

  • Sales tax
    • Determining nexus (where your business needs to file)
    • Filing multi-jurisdictional quarterly reports
    • We recommend Avalara or TaxJar
  • Foreign income tax
  • Military deployed overseas
  • GAAP Audits/Reviews/Compilations

We realize this has an obvious negative connotation. However, we want you to get the best service you can for your specific situation even if that is not through us.