Services
What we do
Taxes, books and payroll for individuals, families and small businesses, with a flat price quoted before we start.
Our services
Each one has a starting price on the Fees page.
Individual and family returns
Federal and state returns for employees, retirees and families: wages, interest, retirement income, itemized deductions and credits.
Self-employed and gig-worker taxes
Schedule C returns and quarterly estimates for freelancers, drivers, creators and side businesses, and help setting up records.
Rental property and landlords
Rental income and expenses, depreciation and the questions a first rental raises.
Small business returns
LLCs, S corporations and partnerships, including owner returns, with a CPA review of every business return.
Bookkeeping and QuickBooks
Monthly bookkeeping, cleanup of a messy year, and QuickBooks Online or Xero setup and training.
Payroll and payroll taxes
Pay runs, payroll tax deposits and filings, and year-end W-2s and 1099s for businesses with up to 15 employees.
IRS and state letters
Notices, audits, payment plans, extensions and returns from earlier years you never filed.
Planning and starting a business
Year-end check-ups, retirement planning for owners, and choosing between a sole proprietorship, an LLC and an S corporation.
Who we work with
Mostly people who run their own work
About two-thirds of our clients are self-employed, own a small business or rent out a property. They’re freelancers, contractors, café owners, nurses with a side business, a few farms and a lot of couples with one of each.
That means we ask about your whole year, not just the forms: how the money came in, what you need to pay, and what would make next year easier.
- Freelancers, drivers and creators
- LLCs, S corporations and partnerships
- Landlords with one or a few properties
- Families and retirees
What we don’t do
We’ll tell you when someone else is the right call
We don’t sell investments or insurance, audit financial statements, or advance money against a refund. If you need any of those, we’ll tell you so on the first call and point you to someone who does them well.
We also don’t guess at numbers. If we can’t answer a question about your return from your records, we’ll say so and find out.
Not sure which one you need?
A free 20-minute call will sort it out, and we’ll quote a flat price before you decide anything.