Tax Services

  • Already have a CPA you like working with? We’ll make sure your books are clean, organized, and delivered to them in a way that makes tax prep simple.
    Don’t have a tax preparer yet? We can connect you with trusted referral partners who fit your situation, so you get the right level of support without having to search on your own.

    Our role is to keep your financials accurate and tax-ready year-round — so when it’s time to file, everything is seamless.

  • We exclusively serve small businesses structured as S-Corps and LLCs. By keeping your books and taxes under one roof, we ensure your filings are accurate, compliant, and optimized.

    • Federal and state income tax returns

    • Guidance on shareholder payroll and reasonable compensation

    • Year-end close and compliance reminders

    Available only for clients engaged in bookkeeping — this ensures your return is built on accurate, tax-ready financials.

  • Your personal finances deserve careful attention too. We prepare your individual return with the same proactive approach we bring to your business.

    • Federal and state income tax returns

    • Deduction and credit optimization

    • Support for investments, rentals, and side income

    • Secure digital upload and e-signatures for a smooth process

    ⚠️ We have limited spaces available for individual tax clients who are not also engaged with us for business bookkeeping. Starts at $400 per return

  • Tax planning works best when it’s built on clean, up-to-date books. That’s why we only provide planning for ongoing bookkeeping clients.

    • Quarterly tax projections and estimated payments

    • Guidance on deductions and cash flow timing

    • Retirement contributions and entity structure planning

    • Proactive strategies to reduce your long-term tax burden

    📅 Quarterly planning sessions are included in our bundled bookkeeping + tax packages.