Client LOgin

Accounting Services for
Small Businesses & Individuals

Our Small Business Services

We help you stay compliant with all State and Federal tax laws. 

Our goal is to help you minimize your risks, pay yourself appropriately, and ensure your income and liabilities are reported accurately. 

Monthly Bookkeeping

  • Basic Package: Starts at $300/month and includes up to 100 transactions.
  • Class Tracking Package: Starts at $400/month and includes up to 100 transactions.

We keep track of your accounts so that you can focus on making the money! 

Includes:

  • Categorizing transactions
  • Reconciling accounts
  • Monthly financial reports

Tax Preparation

  • Sole Proprietors: $400
  • Nonprofits: $700-1000
  • Trusts & Estates: $1,200
  • Partnerships: $1,500
  • S-Corporations: $1,800

Available at a discount for all monthly bookkeeping clients. 

Includes: 

  • Individual tax preparation
  • Business tax preparation
  • State & Federal tax preparation

Optional: Quarterly Tax Planning & Strategy

  • $500 quarterly

Perfect for getting hands-on support throughout the year.

Includes:

  • QuickBooks Online budget development & financial review
  • Quarterly tax payment calculations
  • Tax strategy recommendations

Loyalty Discounts

As a thank you for your continued partnership, all monthly bookkeeping clients will receive 25% off all tax preparation services!

Become a bookkeeping client

Services for Individuals

Now Offering Mobile Tax Services for Solano and Napa County Residents!

Perfect for those who prefer an in-person meeting.  How it works:

Strategy Call

Inquire with me, and schedule your private phone call to ensure we’re a great mutual fit.

Secure Pickup

We come to your door to collect your physical documents. Payment is collected at this time.

Hand-Delivery

Once finalized, we return in-person to deliver your completed tax prep and collect your signature.

Just $75 for both pick up & delivery!

Inquire now →
Federal Standard Deduction
  • $400

The most common option!

Federal Itemized Deduction
  • $600
Common for those who make large charitable contributions, mortgage interest, and medical expenses.
State Tax Return
  • $150 per state

Required in addition to your federal return.

Hire me to file your individual taxes

Military Discount On Tax Preparation Services

We offer 10% off tax preparation services to all active-duty service members and veterans. Proof of military service is required, and veteran status must be verified with a DD214 form.

Have additional questions about whether we can help you with bookkeeping or taxes?

The best way to ask if we can help you is to…

Reach Out Here!