How Can I Help?

Tax Preparation

Please note:

I am not currently accepting new clients for tax preparation.

If you are interested in working with me in the future,

I'm happy to add you to a wait list in case there are any openings.

I offer tax preparation for individuals, non-profits, partnerships, and S corporations. Here's my philosophy on taxes: I like to think of tax preparation as more than just putting numbers on a tax return. I prefer to take a longer term perspective and look at opportunities for tax planning so you can make the best decisions about your money.

If this sounds like something that interests you, please click the "Let's Talk" button below to schedule a free 30 minute consultation so we can talk about what you need and how I can help.

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Pricing

Prices start at $500 for individual tax returns (Form 1040)

Prices start at $1,000 for non-profit (Form 990), partnership (Form 1065)

and S corporation (Form 1120-S) tax returns

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Start Up

If you're in the early stages of thinking about starting your own business, I can help strategize, talk through what needs to be done and what decisions you'll need to make, and help with the financial projections for your business plan so you can figure out what's possible.

Prices start at $750

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Set Up

When you're ready to launch, I can help: we'll get to work setting up your bookkeeping, accounting, and payroll (if needed). I'll also train you (and your staff) so you're ready to go on launch day.

Prices start at $750

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Clean Up

You've been in business for a little while and are starting to realize that your books are a mess. I can clean things up so you know what's happening with the money and are ready to thrive.

Prices start at $1,000

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One-Time Projects

Whether you have a one-time project or just need to book a consultation, I can help. Please reach out so we can come up with a plan.

Prices vary

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Training, Guest Speaking, and Webinars

I can provide financial training, including tools and templates. I also do guest speaking engagements and conduct webinars on a variety of small business and personal finance topics.

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