Services
Tax Preparation & Planning
- Individual Tax Preparation
- Business Tax Preparation
- Tax Planning & Strategies
- Federal, State & Local Tax Filing
Bookkeeping & Accounting
- Bookkeeping & Recordkeeping
- Financial Statement Compilation
- Payroll Processing
- Federal, State & Local Tax Filing
Consultations & Strategy
- Business Startup Guidance
- Operational Efficiency
- Risk & Compliance
- Strategic Planning
Integrity
Excellence
Partnership
Empowerment
Faith-Driven Service
Tax Preparation & Planning
For small business owners, solopreneurs, and nonprofit leaders who want to minimize stress and maximize deductions.
Tax season doesn’t have to be a scramble. We prepare and file accurate federal, state, and local returns, but more importantly, we help you plan ahead. From tracking your deductions to estimating quarterly taxes, we make sure you know exactly what to expect so there are no surprises.
We’ll walk you through what documents we need, handle all the filing, and make sure everything is compliant with current laws. You’ll also get advice on how to stay organized throughout the year and lower your tax liability moving forward. If you're audited or have questions after filing, we stick with you. This is not a one-and-done service.
- Federal, state, and local tax return preparation & e-filing
- Strategic tax planning (including quarterly payment guidance)
- Deduction review and advisory
- IRS correspondence support
- Secure document sharing and e-signatures
- Ongoing email support for tax-related questions
Bookkeeping & Accounting
For nonprofits, small business owners, and service providers who want clear books, clean reports, and full peace of mind.
Keeping up with your finances shouldn’t take hours of your time or cause unnecessary anxiety. With our bookkeeping and accounting support, you get accurate monthly reports and up-to-date records that help you make smart business decisions. We’ll categorize all your transactions, reconcile your accounts, and organize everything in QuickBooks Online.
Need help catching up? No problem. We’ll get things current, clean up old records, and create a customized chart of accounts based on your business type. If you need help with 1099s, sales tax, or preparing for year-end filings, we’ve got you covered there too.
- Monthly categorization and reconciliation of all transactions
- Custom QuickBooks Online setup and training
- Monthly financial statements (Profit & Loss, Balance Sheet, etc.)
- Clean-up of existing records if needed
- 1099 contractor tracking and prep
- Sales tax filing (if applicable)
Consultations & Strategy
For new and growing businesses who want guidance they can trust.
Running a business is hard, especially when you feel like you're figuring it out on your own. With one-on-one consulting, you get personalized advice from someone who knows the ins and outs of small business finances. Whether you’re forming a new business, thinking about hiring, or trying to untangle your numbers, this service is designed to help you move forward with clarity.
Sessions are relaxed but focused, and you’ll always walk away with action steps that make sense for where you are right now. This is especially helpful if you need support choosing the right business structure, setting financial goals, building a sustainable budget, or just getting real answers to your questions without the stress and confusion.
- 30-minute video call with follow-up notes
- Review of your current setup (business structure, systems, finances)
- Personalized guidance on budgeting, pricing, taxes, or growth
- Help navigating QuickBooks or other tools
- Optional quarterly or bi-annual sessions for ongoing support
FAQs
To get started, just schedule a consultation by clicking this link. We’ll discuss your needs, go over your current situation, and determine which services make the most sense for you. Once you're ready, I’ll send an invite to the Intuit portal to securely upload your documents and we’ll go from there.
To get started, you’ll need your basic income documents like W-2s, 1099s, or K-1s, plus any documents related to deductions, such as mortgage interest, student loan payments, charitable contributions, and medical expenses. If you're a business owner, we’ll also need your business income and expenses, which can be provided through financial statements or accounting software.
The Intuit portal is a secure, easy-to-use platform where we’ll exchange documents, messages, and updates throughout our work together. Once you're onboarded, you’ll get login instructions and guidance on how to upload files, ask questions, or check for updates.
Yes! Our services are 100% virtual, which means we proudly serve clients in multiple states across the U.S.
Think of bookkeeping as the foundation. It’s all about the recording of your day-to-day financial transactions like sales, expenses, and payments. Accounting builds on that by analyzing the data, preparing reports, identifying trends, and giving you insights that help with budgeting, planning, and decision-making. Good bookkeeping keeps you organized, and good accounting helps you grow wisely.
Absolutely. Many new clients come to us with months (sometimes years) of backlogged bookkeeping — it’s more common than you think. We offer clean-up and catch-up services where we’ll sort through your past transactions, organize everything properly, and get your books completely up to date. Once everything is caught up, we can also maintain your books going forward if you’d like ongoing support.
