What we offer
Tax services built for business owners
From annual filing to year-round strategy, we offer the kind of thoughtful, personalized tax help that actually moves the needle for your business.
Tax Preparation
Accurate, stress-free filing — every year.
We handle your federal and state business tax returns from start to finish. No more scrambling at the last minute or wondering if you missed a deduction. We dig into the details so you don't have to.
Best for business owners who want accurate, on-time filing without missing out on credits and tax deductions.
What's included
- Federal and state business tax returns
- Schedule C, S-Corp, LLC, and partnership filings
- Deduction review and optimization
- Prior year amendments if needed
- E-filing and confirmation
Tax Strategy
Stop reacting. Start planning.
Most business owners only think about taxes in April. We think about them all year long — so when filing season arrives, you're already ahead. Our strategy sessions help you keep more of what you earn.
Best for growing businesses ready to be proactive about their tax burden.
What's included
- Mid Year and End of year tax planning check-ins
- Estimated tax payment guidance
- Retirement and investment tax strategies
- Business expense and write-off planning
- Entity structure review and recommendations
- Long-term wealth planning
Business Advisory
Big-picture guidance for ambitious entrepreneurs.
Sometimes you need more than a tax return — you need a trusted advisor who understands your whole financial picture. We help you make smarter decisions about structure, cash flow, and growth.
Best for entrepreneurs who want a strategic partner, not just a tax preparer.
What's included
- Business entity selection and structuring
- Cash flow and profitability analysis
- Bookkeeping review and clean-up
- Financial goal setting and planning
- Ongoing advisory support via email and video calls
Simple, transparent pricing
No surprises. Just honest pricing.
Every business is different, so we offer flexible options. All engagements start with a free consultation so we can understand your needs before recommending a package.
Tax Returns
Starting at $2k
per filing
Perfect for Taxpayers and their businesses with straightforward tax situations.
- Federal + state tax return
- Personal or Business preparation
- Basic deduction review
- E-filing included
- One revision round
Additional Forms
Starting at $500
per filing
For established small businesses with more complex needs — S-Corps, partnerships, and multi-state filers.
- Everything in Starter
- Additional Schedule C, E, F
- Multi-state filing support
- Foreign filings
- Changes in Accounting Method
- Tax Credit Forms
Advisory
Starting at $2k monthly
annual engagement
Full-service tax and business advisory for entrepreneurs who want a dedicated partner in their corner all year.
- Everything in Growth
- Monthly advisory calls
- Cash flow and profitability review
- Entity structuring guidance
- Bookkeeping review
- Priority response time
Common questions
Things people ask before booking
Do you work with clients outside your state?
Yes — we work with small business owners and entrepreneurs across the United States, entirely remotely. All consultations happen via video call, and we use secure document sharing for everything.
What if I'm behind on my taxes?
No judgment here. We help clients get caught up on back taxes and unfiled returns all the time. The first step is a free consultation so we can assess where you stand and make a plan.
How do I get started?
Book a free 30-minute consultation. We'll talk through your situation, answer your questions, and recommend the right service for your needs. No pressure, no commitment.
What types of businesses do you work with?
We work with sole proprietors, single-member LLCs, multi-member LLCs, S-Corps, and partnerships across a wide range of industries — from e-commerce and consulting to creative services and retail.
Not sure which service is right for you?
Book a free 30-minute consultation and we'll figure it out together — over a virtual cup of tea.