Personal tax preparation
Federal and state returns, multi-state and dependents included. W-2, 1099, gig income, investment income, and prior-year catch-up.
1040Multi-statePrior-yearRefund tracking
Services
What we handle.
Virtual tax preparation, bookkeeping, and setup work for individuals and small businesses across the continental US — in English or Spanish.
Business taxes
Schedule C, single and multi-member LLC, S-Corp, partnerships, and the quarterly estimates that keep the IRS quiet.
Schedule CLLCS-Corp1120-SQuarterly
Bookkeeping
Monthly categorization, reconciliations, and clean books ready for tax season. QuickBooks Online or spreadsheet — your tools, not ours.
MonthlyQuickBooksReconciliationReports
ITIN & business setup
ITIN applications (W-7) as a Certifying Acceptance Agent process, EIN, and LLC formation with the operating agreement.
W-7EINLLC formationOperating agreement
No guessing
Let us figure it out together.
Not sure which service fits? That's what the free consultation is for. Bring your questions and last year's return if you have it.
- Flat-fee pricing — quoted before any work
- Secure document portal, no email attachments
- One advisor, start to finish
- Year-round support, not just April
Two ways to start
Book a free 30-minute consultation, or pay a deposit to lock your spot for tax season.
Book free consultation Pay deposit via StripeDeposits apply to your final invoice.