Our Services

  • Receive help with tax questions, general guidance on tax strategy, best practices for tax-advantaged bookkeeping and more.

  • Safe and secure tax preparation. Choose from virtual or in-home preparation (NOTE: in-home preparation will incur an additional fee).

  • Ad Hoc services including, but not limited to light bookkeeping, special calculation, budgeting, personal financial planning (financial advisory services not included), etc.