Tax Prep & Accounting

Smart Solutions.

Tax preparation Monthly bookkeeping Year-round support

services.

Tax and bookkeeping services for individuals and small businesses.

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  • Clear communication
  • Accurate books
  • Support that extends beyond tax season
Our approach

Clear financials.
Fewer surprises.

We focus on accuracy, consistency, and clear communication so your books and tax filings stay organized.

Tax-ready books

Your books are kept with tax filing in mind — not cleaned up later.

One connected approach

Bookkeeping, tax prep, and support handled together, not in silos.

Beyond tax season

Support continues beyond filing deadlines, not just during tax season.
Our difference

Designed to stay ahead
of tax season

Through connected tax preparation, organized records, and steady support throughout the year.

Clean, accurate records

Your books stay organized, up to date, and easy to understand.

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Simple, efficient processes

We use reliable systems to keep everything running smoothly month after month.

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Clear communication

You always know what’s happening — no surprises, no chasing answers.

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Our services

Services that grow with your business

Whether you’re an individual or a small business, we offer services designed to fit your needs—without unnecessary complexity.

Bookkeeping

Efficient bookkeeping solutions for organized financial management

Efficient bookkeeping, tracking expenses, and managing cash flow.

  • Better financial insights
  • Streamlined operations
  • Time-saving efficiency
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Tax preparation

Accurate tax filing, minimizing liabilities, ensuring compliance

We prepare individual and small business tax returns with a focus on accuracy, compliance, and clear documentation.

  • Accurate returns
  • On-time filing
  • Clear documentation
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Flexible pricing

Flexible pricing plans.
Any scale.

Whether you're an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.

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Books Only

For businesses that need clean, organized books.

  • Monthly transaction categorization
  • Bank & credit card reconciliations
  • Basic financial statements (P&L, Balance Sheet)
  • Year-end tax-ready books
  • Clear documentation and recordkeeping
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Business Tax Filing

For businesses that just need returns handled correctly.

  • Federal and state tax prep and filing
  • Individual and small business returns
  • Review of income, deductions, and requirements
  • Multi-state and self-employed filings
  • E-file submission and confirmation
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Books + Tax Filing

For businesses that want books and tax filing together.

  • Ongoing bookkeeping: reconciled and tax-ready
  • Year-end financials for accurate tax filing
  • Federal and state tax prep and filing
  • Quarterly estimated calculations
  • One point of contact - books to filing
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Core

For straightforward returns with standard income and deductions.

  • Federal and state filing
  • W-2s and basic 1099s
  • Standard deduction & credits
  • Accuracy and completeness review
  • E-file submission confirmation
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Standard

Everything in Core Filing, plus itemized deductions, investments, and common life events.

  • Itemized deductions
  • Investments and dividends
  • Education credits
  • Retirement income and savings
  • Life event changes
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Advanced

Everything in Standard Filing, plus self-employment, multi-state, rental, or complex income.

  • Self-employment income
  • Rental property income
  • Multi-state filings
  • Capital gains activity
  • Prior-year issues
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Insightful financial reads

Explore our blog for expert advice, industry insights, and latest trends in finance and accounting.