Services designed to bring clarity and confidence.
Expert guidance tailored to your unique situation, delivered with the personal attention your business deserves.
Core Services
Comprehensive support for every aspect of your financial needs
Tax Preparation
- Accurate, compliant tax returns
- Clear explanations of your tax position
- E-file available for eligible returns
Best for: Individuals and businesses seeking reliable tax filing
Bookkeeping and Systems
- QuickBooks setup, training, and process development
- Bookkeeping cleanup and monthly write-up services
- Remote log-in solutions and controller support
Best for: Businesses needing solid bookkeeping foundations
Payroll Solutions
- Payroll processing and compliance
- Tax withholding management
- Quarterly payroll reporting
Best for: Businesses with employees requiring payroll support
Bespoke Solutions for Personal Finances
- Personal finances budget support
- Monthly expense reporting and analysis
- Ongoing support for cash flow management, including capital calls
- Document gathering support for year end tax preparation
Best for: High net worth clients looking for confidential personal financial solutions
Tax Preparation Tiers
Transparent pricing based on your filing complexity
Effective January 1, 2026 for Tax Year 2025 return preparation.
Tier One
Essential tax filing for straightforward situations
Includes:
- Basic Form 1040 series
- W-2s
- 1099-R
- Social Security benefits
Tier Two
Comprehensive filing with investment and business income
Includes:
- Everything in Tier One
- 1099-Int
- 1099-Div
- Schedule A
- Schedule B
- One (1) Schedule C with no assets
- Education expenses
- Partial or no health insurance
Tier Three
Complete tax preparation for complex situations
Includes:
- Everything in Tier Two
- Multiple Schedules C
- Schedule D
- Schedule E for rents and/or royalties
- Any other required forms
What's Included by Tier
| Item | Tier One | Tier Two | Tier Three |
|---|---|---|---|
| W-2s | |||
| 1099-R | |||
| Social Security benefits | |||
| 1099-Int | |||
| 1099-Div | |||
| Schedule A | |||
| Schedule B | |||
| Schedule C (single, no assets) | |||
| Education expenses | |||
| Partial or no health insurance | |||
| Multiple Schedule C | |||
| Schedule D | |||
| Schedule E (rents/royalties) | |||
| Other required forms |
Advisory & Add-ons
Tax Consultation
Tax planning, consultation, review, and questions. Does not include tax preparation.
Extensions
Must be requested by April 10 before one is filed.
Records and Filing Policies
Electronic Records Retention
- Returns include paper and/or electronic PDF copy
- Records request after tax season: $100
- Optional scanning and keeping source documents: $100 fee at filing
- Original documents are not kept
- Electronic copies purged 3 years after filing
Filing Policy
No tax return will be filed without payment or signed authorization. Cash or check only.
Have questions about your situation?
Schedule a consultation to discuss your needs and find the right solution. I'm here to provide clear guidance and personalized service every step of the way.