Do you need to...

• File back taxes?

• Correct a mistake on your taxes?

• File a return of a loved one that has passed away?

• File a special return because someone illegally claimed your dependent?

If you answered YES to any of these questions, schedule a consultation today!

BOOKKEEPING SERVICES

Start Up

Executive

Corporate

Choose your plan and let us handle

the numbers while you focus on growth!

All plans include monthly financial reports and reconciliation.

Get On Track

Up to 2 accounts

Up to 3 accounts

Up to 4 accounts

If you have never set-up bookkeeping services or have fallen behind, this service is for you!

FREQUENTLY ASKED QUESTIONS

What services do you offer?

• We provide tax preparation and bookkeeping services tailored to your needs.

How do you protect your client's information?

• Our systems are safeguarded with trusted cybersecurity solutions like Norton, and we perform weekly system scans to ensure ongoing security. Every part of our infrastructure is designed to prevent unauthorized access, giving you peace of mind throughout your tax experience.

Can I pay my tax preparation fees out of my tax return?

• Our Knowledge Center page is designed to educate and inspire. Whether you're navigating everyday life or building a business, we offer a wide range of resources to help you stay informed and confident. From financial tips to entrepreneurial insights, we’re here to support your growth with practical, easy-to-understand information.

What are your fees for tax preparation services?

What information do I need to provide for tax preparation?

• See our tax preparation checklist on the Home page that outlines these details for your unique tax situation.

• While our services are primarily virtual for your convenience, we understand that some clients may prefer to drop off documents in person. To ensure a smooth experience, we kindly ask that you schedule an appointment in advance so our staff can be available to receive your materials.

Do I have to make an appointment to drop off documents?

• Yes! However, if you owe money to the IRS or your state Department of Revenue, your tax refund may be reduced or withheld to cover those debts. In such cases, you cannot use your refund to pay for tax preparation fees. Payment for our services must be made using another method at the time of filing. To find out if you owe, visit our Resource Center for the IRS Offset phone number.

If I am planning to make a large purchase such as a home or vehicle, should I inform my tax preparer?

• Absolutely! If you're preparing to make a large purchase—such as buying a home or vehicle—that requires submitting your tax return for loan or income verification, it's important to communicate your plans with your tax preparer in advance. This allows us to ensure your return accurately reflects the necessary information to support your application and meet lender requirements. Your transparency helps us serve you better.

• We charge by the form to ensure fair, personalized pricing—so you only pay for what you need.

What is client education?

How often should bookkeeping be done?

• Ideally, bookkeeping should be done weekly or monthly to keep financial data current and support timely decision-making.

• We offer three tailored monthly bookkeeping packages to fit your business size and goals—whether you're just starting out or scaling up. And if you're behind on your books, don't worry—we also provide clean-up services to get you back on track quickly and accurately.

What are your fees for bookkeeping services?

• To ensure accurate and efficient bookkeeping, we begin with a consultation. This allows us to understand your business needs and clearly outline the documents and information you'll need to provide. It's the first step toward building a customized solution that works for you.

What does a bookkeeper do?

• A bookkeeper records and organizes financial transactions, ensuring your business maintains accurate and up-to-date financial records.

• Bookkeeping focuses on daily financial recordkeeping, while accounting involves interpreting, analyzing, and reporting financial data.

How is bookkeeping different from accounting?

Can bookkeeping save me money?

• Absolutely. Accurate books help you avoid costly mistakes, identify tax deductions, and make smarter financial choices.

How do we get started with your bookkeeping services?