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SERVICES

Tax Preparation 

Professional tax preparation for individuals and business owners who want their taxes handled accurately and responsibly. 

What's included:

  • Individual and business tax returns
  • Accurate, compliant filing
  • Review of income, expenses, and supporting documents
  • Filing based on organized, tax-ready financials

This service is ideal for solopreneurs, creators and service-based businesses who want clarity and peace of mind during tax season. 


Bookkeeping Cleanup (Tax Prep Only)
For clients whose records need to be organized before filing. 
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This is a one-time cleanup service designed specifically to support tax preparation-not ongoing bookkeeping. 
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What's included:
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Organization and categorization of transactions
Cleanup aligned to tax filing requirements
Preparation of tax-ready financials 

Ongoing bookkeeping services are not offered at this time.

Tax Planning 
(Optional Add-on)

For clients who want to understand their tax position beyond filing. 

Tax planning is offered as a paid upgrade and delivered as a personalized tax plan-no ongoing advisory required. 

What you receive:

  • A written tax plan tailored to your situation 
  • Scenario-based projections using professional planning tools 
  • Identification of deductions, credits, and elections
  • Entity and filing considerations, when applicable

This service is designed to provide clarity and direction so you can make informed decisions moving forward. 

How to Get Started

We've designed a simple, guided process so you know exactly what to expect-without back and forth or unnecessary stress. 

Step 1: Share your Contact Information 

Start by submitting your name and email using the form below, This allows us to send you the next step securely. 

Step 2: Complete the Service Intake

After you submit the form, you'll receive an email with a link to our intake questionnaire. This helps us understand:

  • Which services you're looking for 
  • The complexity of your situation 
  • Whether bookkeeping cleanup is needed to support tax preparation

Step 3: Fit Review & Next Steps 

Once your intake is complete, we review for fit and scope. If we're a good match, we'll guide you through onboarding and next steps for tax preparation -and optional tax planning, if selected.

Let's Connect

If You Are Ready For Services, Get In Touch With Us, So We Can Learn More About Your Financial Needs.

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