01
Tax preparation
We prepare individual and business tax returns and help you understand your filing requirements.
- Personal & business returns
- Estimated tax support
- Amendments & notice assistance
ACCOUNTING WITH PERSONAL ATTENTION
A team that cares
about your business
and your family.
Business accounting services, bookkeeping, and tax preparation with personal attention and clear answers. We help small businesses and families feel more confident about their finances.
Tell us what you needWork with us remotely, with time to talk when you need it.
Feel more confident
about your finances.
Small business focusedIndividual tax servicesEnglish & Spanish supportBy appointment
WHAT WE DO
Accounting support
that fits your needs.
From tax season to the everyday details, we help you stay organized with a scope of service that fits your needs.
02
Bookkeeping
Organized books that help you understand where your business stands and what comes next.
- Monthly bookkeeping & reconciliations
- Profit-and-loss & balance sheet reports
- Catch-up & cleanup projects
03
Payroll & business support
We help you manage payroll, tax filings, and other recurring business tasks.
- Payroll processing & payroll tax filings
- Sales tax & applicable litter tax filings
- Business license renewal support
Additional support may include quarterly tax check-ins and records for company or insurance audits. We confirm the scope, timing, and fee before work begins.
MEET YOUR TEAM
We take the time
to get to know you.
Whether you’re managing a business or preparing your family’s tax return, we want you to feel comfortable asking questions. We explain our work and help you understand what it means for you.
You can work with us remotely and schedule a conversation when you need to talk through your questions.
Start a conversationAmanda Powers
PAYROLL & BUSINESS SERVICES
Amanda has 12 years of experience in payroll, sales taxes, bookkeeping, and ongoing business support. She also helps businesses prepare records for company and insurance audits.
John Smith
TAX PREPARATION & BOOKKEEPING
Our tax and bookkeeping support includes individual and business returns, assistance with tax notices, and help keeping your records organized.
A SIMPLE WAY TO BEGIN
Let’s take the next step together.
Tell us about you
Share the services you need and a little about your business or tax situation.
Agree on a plan
We talk through the work you need, the documents to gather, the timing, and the cost before you decide.
Get organized
Once we agree to work together, we explain how to share your documents and get started.
LET’S GET ACQUAINTED
Good support starts
with a conversation.
Whether you need help with a tax return or ongoing business services, tell us what you’re looking for.
Just the basics for now.
Please don’t include Social Security numbers, bank details, tax documents, or passwords. We’ll arrange document sharing separately after discussing your needs.
We’re available by appointment on weekdays.
We schedule meetings and complete client work during weekday business hours.
A FEW HELPFUL ANSWERS
Before we begin.
Yes. Our service model is primarily remote, with scheduled conversations and an agreed process for sharing documents.