Accounting & tax for privately held businesses

Your tax returns, your financial statements, or both on one flat fee.

Start here, at no cost

Take one before you hire anybody. Free, and you keep the findings.

Last year's returns, read the way I would read a new client's. I write up what was missed.

Your books, and a straight answer on what your numbers can and cannot tell you.

Who I work with

Owner-run companies, one entity or several, with a P&L for every location.

What each package includes

Priced on scope, not hours. Thirty minutes to scope it, then a fixed price in writing.

Outsourced accounting Flat monthly fee · No hourly billing

Ledger Your books, bills, and payroll, without the tax work.

Ledger + Tax (most clients) Books and tax under one roof, on one fee.

Full Function Books, tax, and a CPA in the room every month.

Scoped on transaction volume, entity count, and the state of the books. Multi-entity, multi-location, and inventory-heavy work takes more hands.

Tax only Flat fee, quoted before I start

Individual A personal return, prepared and reviewed.

Business & individual The entity and the owner behind it, filed together.

Business, owners & planning Compliance plus the decisions that change the bill.

Extra entities, states, and owner returns priced per return. Clean-up quoted separately. No audits, reviews, or other assurance work.

Common questions

Do I have to change software?: No. I work in whatever you already run, QuickBooks most often.
My books are a mess. Is that a problem?: Normal starting point. Clean-up is quoted separately and up front.
I already have a bookkeeper.: Plenty do. Sometimes the fix is a restructure yours can run, and I will say so.

Thirty minutes, a real price in writing, an honest answer on fit. Or send last year's return and I will review it free.