Embedded Files
Tax Preparation &
Tax Preparation &
Planning
Planning
Individual 1040, S-Corp 1120S, Partnership 1065, Non-profit 990 & 990T
Business &
Business &
Tax Advising
Tax Advising
My favorite, from your idea to step-by-step how-to in starting and running your business.
Bookkeeping, Payroll &
Bookkeeping, Payroll &
Bill-pay
Bill-pay
For now, or forever, let’s get your books and systems in ship-shape.
The industry is shifting toward a modern, subscription-based advisory model — and for good reason. Clients benefit from predictable pricing, ongoing access to expert advice, and strategic support year-round. This model encourages deeper, long-term relationships and proactive planning rather than reactive, once-a-year tax filing. With my guidance, clients gain a trusted partner who is invested in their financial success every step of the way.
The industry is shifting toward a modern, subscription-based advisory model — and for good reason. Clients benefit from predictable pricing, ongoing access to expert advice, and strategic support year-round. This model encourages deeper, long-term relationships and proactive planning rather than reactive, once-a-year tax filing. With my guidance, clients gain a trusted partner who is invested in their financial success every step of the way.
Use this calculator to determine your monthly fees for services:
Use this calculator to determine your monthly fees for services:
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