Services

Tax Preparation

100% virtual 

We prepare accurate individual tax returns with affordable and personalized support, ensuring compliance and maximizing potential refunds.

Tax Consultation

30 minute video call

We offer free initial consultations to understand your tax situation, answer questions, and provide guidance tailored to your unique financial needs.

Document Portal

Hassle free upload

Our secure online portal allows safe document uploads, easy access anytime, and streamlined communication to keep everything organized and protected.

Bookkeeping

Initial Setup

We’ll get your bookkeeping set up using QuickBooks Online quickly and correctly so your organization has a clean, reliable financial foundation. 

Bookkeeping

Monthly Services

We provide ongoing monthly bookkeeping services to maintain accurate financial records, track expenses, and ensure your business stays organized year-round.

Bookkeeping

Cleanup Services

We organize and correct messy or incomplete financial records, bringing your books up to date and ensuring everything is accurate and compliant.

Mobile Notary

within 30 miles

We travel to your location to provide convenient notarization services, saving you time while ensuring documents are handled professionally and securely.

Witness Services

2 hour notice required

We can provide witnesses when required for notarization, making the process smooth, convenient, and fully compliant with legal requirements.