WHAT WE DO
Explore what’s included in each service below.
01
Proactive strategy all year long that lowers what you owe before the year ends, not after.
WHAT’S INCLUDED
Tax projections throughout the year
Entity structure guidance (LLC vs. S Corp)
Retirement and deduction strategies
Real estate and 1031 exchange planning
Quarterly estimated payments
Planning for major life events
02
Accurate, compliant filing for every return you need, reviewed with care and without the stress.
WHAT’S INCLUDED
Individuals and families
Freelancers and 1099 contractors
Rental property owners and real estate investors
Small businesses and sole proprietors
S Corps and C Corps
Partnerships and LLCs with multiple members
03
Personalized guidance for the financial decisions that shape your goals.
WHAT’S INCLUDED
Private strategy sessions
Starting or growing a business
Buying, selling or refinancing property
Keeping, selling or exchanging a rental property
Investment sales and capital gains timing
Life changes: marriage, children, inheritance
04
Stay compliant and confident all year, with deadlines and paperwork handled.
WHAT’S INCLUDED
Help with IRS and Franchise Tax Board notices
Amended returns and returns for prior years
Extensions and deadline tracking
1099s and annual reporting
Recordkeeping and document checklists
Answers to your questions all year
05
Precise, organized financials every month, so you always know where you stand and tax season is effortless.
WHAT’S INCLUDED
Complete bookkeeping and monthly reconciliations
Accounts payable and receivable tracking
Monthly financial statements (P&L, balance sheet, cash flow)
Reporting by property for rental portfolios
Cash flow tracking and budgeting
Cleanup of past records and missed months
Year end close with financials ready for tax season
QuickBooks setup, migration and support
WHY WORK WITH US
Your financial information is handled with complete discretion and protected at every step. It’s never shared without your permission.
Meet by video or phone at a time that works for you, and share your documents securely from anywhere. Every appointment has our full attention.
Questions don’t stop after April. You’ll work directly with us and get prompt, thoughtful answers whenever you need them.
NOT SURE WHERE TO START?
Every financial situation is different. Send us a message, and we’ll recommend the right next step for you.
Prefer to talk?