Services & pricing

Pick what you need, and we'll start with a few quick questions

Choose a service to tell me what's going on. Then we book a short call and I quote the work. Not sure? Start here โ†’

Tax Preparation

Professional, stress-free tax preparation for individuals and families. I'll review your situation, answer your questions, and guide you through what's needed to file accurately and confidently.

Starts at $550 Start your return โ†’

IRS Representation

Got a notice, letter, or audit from the IRS or your state? As an Enrolled Agent, I'm licensed to represent you and deal with them directly. Send over what you received and we'll review it and lay out your options.

Free intro call Get started โ†’

Tax Strategy Session

A guided 30-minute session to go through your prior-year return, clarify what you may have missed, identify valuable deductions, and build a personalized tax-saving plan.

Quoted after a short call Get started โ†’

Business Setup

Starting a new business or restructuring an existing one? Tell me a bit about your plans and we'll line up a free consult to clarify your goals, the right entity structure, and your next steps.

Free intro call Get started โ†’

Business Bookkeeping

Get organized with clean, accurate books. Share a few details about your business and we'll figure out the best bookkeeping approach for you, then set up a free intro call.

Free intro call Get started โ†’

Business Strategy Session

A deep, one-hour planning session to map out your services, pricing, operations, and long-term strategy. Perfect for new businesses or those ready to scale with clarity.

Quoted after a short call Get started โ†’

Quarterly Tax Estimates

A focused session to calculate your upcoming quarterly estimated payments. We'll review your income, deductions, and current-year projections so you know exactly how much to pay, and when.

Quoted after a short call Get started โ†’

Not sure which fits? Start here โ†’