Personal Taxes
Clear, reliable tax preparation for individuals and families.
Taxes. Bookkeeping. Peace of mind.
Personal guidance for your individual taxes, business taxes, and bookkeeping.
Clear, reliable tax preparation for individuals and families.
Tax filing and planning support for small business owners.
Clean, organized books all year round, so tax time is simple.
Prices shown are starting rates. Your final scope and price are confirmed in a written agreement before we start.
Clean monthly books for one business.
Your books plus a monthly plan to grow.
We come to your business every month.
A professional site for your business, built on Navazia Sites.
We keep your website up to date for you.
Personal and business income tax returns.
| More transactions | Next 100 transactions over your package limit: +$50 a month. Each block of up to 100 after that: +$75 a month. |
|---|---|
| More bank or card accounts | +$25 per month for each account above 3. |
| Consulting | $125 per hour. One hour minimum remote, two hours minimum on site. |
| Invoice details on each transaction | Quoted on top of your starting price. |
| Sales tax filing, payroll, catch-up bookkeeping, custom web work | Quoted separately in writing. |
Volume fees only start after you're over a limit two months in a row, and we'll talk with you and confirm the new amount before it changes. One busy month never changes your price.
Pick a time that works for you.
We'll tell you exactly what to bring.
We prepare everything, review it with you, and file.
I help individuals, families, and small business owners keep their taxes and books in order. With a background in banking, I know how much clear numbers matter when you're making decisions about your money.
Every client works with me directly, in English or Spanish, and gets straight answers to their questions.