Work With Me
I provide tax and compliance support for individuals and small business owners who want clarity, accuracy, and a more proactive approach to their finances.
My services go beyond basic filing—helping you stay compliant, reduce tax stress, and make informed financial decisions throughout the year.
Corporate Tax Filing
Accurate and compliant preparation of your business tax return, with a focus on identifying inconsistencies, ensuring proper reporting, and supporting informed financial decisions.
This service is designed for business owners who want more than just filing—they want clarity and confidence in their numbers.
Services:
- S-Corporation (Form 1120S): $1,800 – $2,500
- Partnership (Form 1065): $2,000 – $3,000
- C-Corporation (Form 1120): $2,500 – $4,000
- Multi-state filing: +$300 – $500 per state
Pricing depends on complexity, number of transactions, and whether bookkeeping cleanup is needed.
Strategic Tax Planning
Proactive planning to reduce your tax liability and avoid surprises. We review your current structure, identify opportunities, and create a clear roadmap for the year ahead.
- Entity structure review and optimization
- Estimated tax projections and payment scheduling
- Deduction maximization and timing strategies
- Year-end planning to reduce taxable income
Filing + Planning Bundle
Combine your business tax return with a strategic planning session for a seamless, full-service experience.
Save $150 – $250 when bundledMonthly Advisory Plans
Year-round support so you're never caught off guard. Each plan includes regular check-ins, priority access, and proactive guidance tailored to your business.
Starter
$120/mo
- Quarterly tax check-ins
- Email support (48-hr response)
- Annual tax return included
Growth
$250/mo
- Monthly strategy sessions
- Priority email & phone
- Tax return + 1 amended return
- Payroll tax review
Advisory
$450/mo
- Bi-weekly advisory calls
- Unlimited email support
- Full tax prep included
- Financial performance review
- Entity restructuring guidance
Compliance Review
A thorough review of prior-year filings to identify errors, missed deductions, or compliance issues—with recommendations for correction and going forward.
$300 – $600 depending on complexityIndividual Tax Filing
Comprehensive personal tax preparation with attention to accuracy, credits, and deductions you may be missing.
- Single / Married Filing Jointly: $250 – $450
- With investments or rental income: $450 – $700
- Complex returns (trusts, foreign income): $700+
Self-Employed & 1099 Filers
Specialized filing for freelancers, contractors, and gig workers—maximizing your deductions while keeping you fully compliant.
- Schedule C preparation and review
- Home office, vehicle, and equipment deductions
- Quarterly estimated tax calculations
- SE tax optimization strategies
Tax Planning Session
A focused one-on-one session to review your financial situation, discuss upcoming life changes, and create a personalized tax strategy.
$150 / hourBookkeeping Review
A detailed review of your existing books to catch errors, misclassifications, and gaps before they create tax problems.
- Transaction categorization audit
- Bank reconciliation review
- Chart of accounts assessment
- Written summary with findings and recommendations
Tax-Ready Cleanup
Full bookkeeping cleanup to get your records in order for tax filing—ideal for business owners who've fallen behind or are switching accountants.
- Monthly transaction cleanup and categorization
- Reconciliation of all accounts
- Preparation of clean financial statements
Financial Insights & Guidance
Go beyond recordkeeping. Get regular financial reports with interpretation, helping you understand your numbers and make better business decisions.
- Monthly P&L and cash flow statements
- Budget vs. actual analysis
- Key metric tracking and trend identification
Additional services available as needed — whether you've received an IRS notice, need to correct a prior return, or are just getting started.
IRS Notice Assistance
$100 – $300
Amended Returns
$150 – $400
Late Filings
Priced based on complexity
Business Setup Guidance
$150 – $300
How This Works
Start with a service or consultation
Choose the service that fits your current need, or book a consultation to talk through your situation first.
Receive clear insights and recommendations
You'll get straightforward guidance on your tax position, what needs attention, and what opportunities exist.
Transition into ongoing support if needed
For clients who want year-round peace of mind, advisory plans are available to keep you covered every step of the way.