For tax preparation: We operate mostly remote although in person appointments can be scheduled if you choose by scheduling a day and time on the calendar.

We require a $100 nonrefundable deposit for new clients which be applied to the final invoice.

Begin by filling out the appropriate tax organizer and engagement letter for personal or business which can be found on the forms page. We will reach out if anything is missing. Once all documents and the deposit have been received, we will begin to prepare your return. Please allow a 7 day turn around. Once your return is complete, we will send your return for review, the efile authorization and invoice (unless you choose to have the fee deducted from your refund) back to you via our secure portal. You can schedule an appointment to review if you choose. You will approve your return by signing and submitting the efile form and paying the invoice. We DO NOT efile the return until we are paid.

For bookkeeping: Please complete the bookkeeping intake form located on the forms page and schedule a free consultation via any method you choose to discuss the specific needs of your business and develop a plan for moving forward.

For payroll: Please complete the initial payroll quote form and we will get back to you.

Income Tax Return prices will depend on the forms involved, complexity of the return, dependents, and whether it is a personal or business return. Schedule C filers also incur extra charges.

Simple personal returns begin at $250, which includes 1 state return and year round availability and limited consultations and questions. Tax prep fees can be auto deducted from your refund, if you choose (for an additional fee), so there is no out of pocket expense. Simple business returns begin at $500, which includes the state return if needed.

Discounts are available for dependents, students, military personnel and seniors.

Yes, every preparer completes a minimum of 15 hours of continuing education credits each year along with additional conferences and/or seminars in order to stay current on tax laws.

The owner is a Certified Payroll Professional through the American Payroll association.