The work we do
Tax work. Book work.
Clearly scoped.
We look at the records first, explain the work and give you a fee to approve before preparation begins.
Individual returns
Federal and state return preparation for individuals and households. We review the documents, ask about changes during the year and walk through the prepared return with you.
Bring last year’s return, current income documents and any tax notices. If you are self-employed, bring your income and expense records too.
Fee quoted after intake.
Number of states and forms affect the scope.
Small-business returns
Preparation for sole proprietors, partnerships and small corporations. We confirm your business type, records and filing needs before accepting the work.
Bring the prior return, bookkeeping reports, payroll summaries if applicable and a list of equipment purchases. Catch-up bookkeeping is scoped separately.
Return preparation and record cleanup are separate items in your quote.
Monthly bookkeeping
We reconcile bank and credit card accounts, categorize transactions and prepare a monthly profit-and-loss report and balance sheet.
You answer a short list of questions about unfamiliar transactions. We agree on a monthly records handoff so the work keeps moving.
Monthly fee based on accounts, transaction volume and the starting condition of the books.
Before we start
Do I need perfectly organized records?
No. Bring the records you have. We’ll identify gaps and explain whether any sorting or catch-up work needs its own quote.
Do you handle payroll or audits?
We do not run payroll or provide audit services. We can use reports from your payroll provider when preparing your books or return.
One clear next step.
Tell us which kind of work you need. We’ll start by reviewing the scope.