Services

Tax preparation, bookkeeping, and tax planning for individuals, families and closely held businesses.

Tax Preparation

Individual and business tax returns, prepared year-round.

Bookkeeping

Ongoing bookkeeping that keeps your records current, so tax time goes smoothly.

Tax Planning

Planning ahead for the tax side of major decisions, such as a sale, a new hire, an entity change, or charitable giving.

Flat, simple fees

Every engagement has a flat fee, quoted upfront and confirmed in your engagement letter before work begins. There’s no charge for additional schedules or state returns, and we never bill for phone calls, emails, explanations or extra reviews.