Form 1040Individual tax returns
Federal and state returns for individuals and families, including dependents, credits and deductions.
Schedule C · 1099Self-employed & 1099
For contractors, drivers, cleaners and freelancers. We sort income and expenses so you claim what you're owed.
1065 · 1120-SSmall business returns
Returns for partnerships, S corporations and LLCs, prepared from clean, reconciled books.
MonthlyMonthly bookkeeping
We categorize transactions and reconcile your accounts every month, so tax time has no surprises.
Annual · catch-upYear-end & catch-up books
Behind on your books? We bring a full year up to date before your return is prepared.
Mileage logVehicle mileage tracking
For business vehicles, we keep monthly odometer readings with your books to support your mileage deduction.
Invoices · receivablesInvoicing
We create and send invoices to your customers, track who has paid, and follow up on late payments.
ConsultingBusiness management
Monthly reports, cash flow and budgets, plus guidance on organizing your business so you can plan ahead.