Tax & Advisory Services
We provide tailored solutions to address all your accounting and bookkeeping needs.
Tax Preparation
Individual & small business returns with clear explanations and digital delivery.
Tax Planning
Year-round planning for individuals and business owners focused on avoiding tax-season surprises and positioning for potential refunds.
Bookkeeping – Individual
Personal cash-flow tracking, budgeting, and simple reporting.
Bookkeeping – Business
Monthly reconciliations, expense tracking, and financial statements.
General Advisory
Strategy sessions around life changes, side hustles, and new ventures.