We are a fixed-fee service provider committed to helping you achieve financial security and independence. Our mission is to support your lifelong financial goals with professionalism and objectivity.
Starting your own business involves many complexities, from legal and regulatory requirements to financial planning and management. You need a trusted professional advisor who is passionate about numbers, highly organized, detail-oriented, and committed to your long-term success.
As your trusted business advisor I can help you:
Organize and maintain accurate business and financial records
Prepare and review financial statements to ensure accuracy and insight
Calculate taxes owed, prepare tax returns, and ensure timely payments
Identify opportunities to reduce costs, increase revenue, and improve profitability
Optimize cash flow management to support day-to-day operations and long-term growth
Ensure compliance with federal, state, and local financial regulations
Review and maintain accounting books and financial systems for accuracy and effectiveness
Services
Bookkeeping
Our fixed-fee bookkeeping services are tailored for small business owners who need clarity, consistency, and control. We take care of your monthly books so you can focus on running your business. No hourly billing, no surprises—just dependable, high-quality support designed to keep your finances organized and ready when you need them.
Payroll
We make payroll simple and stress-free. From setup to processing, we handle everything—including tax payments and filings—so you don’t have to. You'll always know when taxes are due and paid, without needing to manage the process yourself. Our goal is to keep payroll easy, accurate, and fully compliant with all requirements.
Tax
Our tax services are transparent, efficient, and designed with small business owners in mind. With fixed-fee pricing, you’ll always know your cost upfront—no hidden fees or unexpected charges. We make filing your taxes straightforward, ensuring compliance and maximizing your deductions with clear, reliable guidance every step of the way.
Financial Planning
Our financial planning services are designed to help you build a clear path toward your goals—whether it’s growing your business, planning for retirement, or achieving long-term financial independence. We offer practical, personalized strategies on a fixed-fee basis, so you can make confident decisions without worrying about hourly rates or commissions. Your goals become our focus.
Bookkeeping
Our most affordable plan for small businesses that want accurate, reliable books without the stress. Services are tailored to fit your unique needs so you can stay focused on what matters most—running your business.
$300
Monthly price starting at
$300
Bookkeeping + Payroll
Perfect for growing businesses that need seamless coordination between bookkeeping and payroll. This plan streamlines financial management so you can scale confidently and stay compliant without the hassle.
$400
Monthly price starting at
$400
Bookkeeping + Payroll + Tax
Our most comprehensive plan—ideal for businesses that want a fully integrated solution. You’ll get expert support across bookkeeping, payroll, and tax to ensure your finances are optimized and your business is future-ready.
$500
Monthly price starting at
$500
Personal Tax Return
$150
Basic Tax Return
Our most affordable tax prep includes everything most individuals need to file with confidence.
$150
Includes:
Form 1040, Unlimited W-2 and 1099 forms, and Federal and State e-filing.
Additional Tax Forms:
$25
Form EIC - earned income credit
$25
$25
Form 2013 - unreimbursed business expense
$25
$25
Form 2441 - child care credit
$25
$25
Form 5329 - add'l tax on qualified plan
$25
$25
form 8812 - child tax credit
$25
$25
Form 8863 - education credit
$25
$25
Form 8917 - tuition and fees deduction
$25
Other special tax forms
$350
Schedule C - business income or loss starting at
$350
$150
Schedule D - capital gains and losses starting at
$150
$250
Schedule E - rental activity and partnerships starting at
$250
We can help you get everything you need to setup your business
Starting a business is exciting—but it also comes with legal and regulatory requirements that can be overwhelming. We make it easy by handling all the paperwork, licenses, and filings for you.
You need a business professional who can help you navigate the legal and regulatory complexities of starting a business.
$500
Standard Business Setup
Get your business off the ground with confidence. Our standard setup service takes care of the essential registrations and filings so you can focus on building your business.
$500
-Licenses and Permits
-Limited Liability Corporation
-Employer Identification Number
-Transaction Privilege Tax
-City Business License
$1,000
Trucking business setup
Specialized setup service for owner-operators and fleet startups. We’ll handle every DOT and federal requirement so you can hit the road legally and confidently.
$1,000
-Licenses and Permits
-Limited Liability Corporation
-Employer Identification Number
-Transaction Privilege Tax
-Business License
-USDOT number
-MC Operating Authority number
-Unified Carrier Registration
-BOC-3 Process Agent
-International Fuel Tax Agreement Registration
-International Registration Plan
-IFTA bond
-Heavy Highway Vehicle Use Tax
-Drug and Alcohol Testing
-Truckers Insurance
-Electronic Logging Device
Build a clear path toward your financial goals with expert guidance and personalized strategies. Our financial planning services are designed for individuals and business owners who want to make confident, informed decisions for the future.
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Personal Financial Planning
Ideal for individuals and families who want to create a customized financial roadmap.
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-Goal setting and prioritization
-Retirement planning strategies
-Budgeting and savings plans
-Basic investment guidance
-Debt reduction strategies
-Insurance and risk review
$500
One-time planning session:
$500
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Business Financial Planning
Tailored for small business owners who want to align business growth with personal financial success.
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-Business cash flow planning
-Owner compensation planning
-Business succession and exit strategies
Tax planning recommendations
Retirement plan setup guidance
Risk management and insurance review
$750
One-time planning session:
$750
Contact Us