Services built to work together.

Federal and multi-state returns for individuals and businesses: accurate, on time, and with every deduction and credit you're entitled to.

• Individual returns (Form 1040) with Schedule C, E and multi-state filings
• Business returns: partnerships (1065), S corporations (1120-S), C corporations (1120)
• Federal and state estimated tax calculations, with a payment calendar
• 1099 preparation and filing for the contractors you pay
• Returns for international students, scholars and H-1B workers: Form 1040-NR, Form 8843 and Social Security refund claims
• Schedule C returns for artists and creatives: deductions, 1099-K income and quarterly estimates
• Extensions filed on time when the numbers aren't ready

Quoted up front by return type and complexity.

International students & H-1B →Artists & creatives →Quarterly estimated tax calculator →2027 tax deadlines →

Year-round planning on your real numbers: entity elections, estimated payments, retirement accounts and deductions.

• Entity and S corporation analysis, including what salary to pay yourself
• Quarterly estimate reviews against year-to-date results
• Retirement plan options for owners (SEP IRA, solo 401(k))
• Year-end planning before December 31, while there's still time to act

Quoted up front; often bundled with monthly bookkeeping.

Is an S corp worth it? →1099 tax calculator →

Transactions, reconciliations, bills and invoices (AP/AR) and a monthly close, so your books are ready to use all year, not just at year-end.

• Monthly categorization to a chart of accounts built for your business
• Bank, credit card and loan reconciliations to the statements
• Accounts payable and receivable tracking
• Books kept in QuickBooks (Online and Desktop), Xero, Sage, Wave and FreshBooks
• Monthly P&L and balance sheet with a short note on what changed
• Catch-up and cleanup projects for books that are months behind (quoted after we look at a sample of your accounts)

Monthly bookkeeping from $199/month for one bank account, one card and up to 100 transactions a month. Larger books and cleanup projects are quoted up front.

Request a bookkeeping cleanup quote →How monthly bookkeeping works →1099 contractor tracker →

P&L, balance sheet and cash flow prepared for management use, plus the dashboards that turn them into decisions.

• Monthly or quarterly financial statements for owners and managers
• Cash flow view and simple KPI dashboard
• Budget vs. actual and prior-period comparisons
• Statements prepared for your own use; we don't issue audit, review or compilation reports

Quoted up front; included in many monthly plans.

Profit margin calculator →Break-even calculator →

Forecasting, budgeting, margin analysis and board-ready reporting: financial leadership without an executive salary.

• 13-week cash flow and 12-month forecasts
• Annual budget and monthly review meetings
• Pricing and margin analysis by product, service or client
• Lender and investor reporting packages

Monthly retainer, quoted up front.

Break-even calculator →

Help getting ready for your auditor: the auditor's request lists (PBC), internal-controls assessment and remediation, drawn from Big Four audit experience.

• Prepared-by-client (PBC) schedules and support
• Internal-controls walkthroughs and documentation
• Remediation plans for deficiencies your auditor raised
• We support your audit; we don't perform audits or issue audit opinions

Project fee, quoted up front.

US GAAP and IFRS guidance on the hard parts: revenue recognition, leases, financial instruments and consolidations.

• Accounting position memos (ASC 606, ASC 842 and others)
• IFRS to US GAAP differences for cross-border businesses
• Consolidation and intercompany setup

Hourly or project fee, quoted up front.

Entity formation, QuickBooks setup and cleanup, system selection, and practical advice on the big decisions.

• LLC formation in all 50 states and DC, with EIN and operating agreement template
• QuickBooks Online setup, migration and cleanup
• Accounting system and app selection
• Business plans and financial models for banks

LLC formation from $150 plus the state fee, paid once. Other work quoted up front.

LLC formation packages →