Remote nationwide · by appointment
CPA-led tax and accounting, wherever you are.
Individual and business returns, monthly bookkeeping, payroll, CFO support and IRS notice response, all handled by a licensed CPA. A small practice by design, so the person doing the work is the person you talk to.
Free 20-minute intro call. No pressure, and no sales script.
Services
What we handle
Tax preparation, bookkeeping, and payroll are the core of the practice. CFO support, state tax filings and IRS notice response are there when you need them.
Tax preparation
Individual returns, Schedule C and E, S-corps and partnerships. Prepared, reviewed and e-filed by a licensed CPA.
Bookkeeping
Monthly close and clean, reconciled records, so filing season is a formality instead of an excavation.
Payroll
Pay runs, quarterly filings, and year-end W-2s and 1099s, with deposits made on schedule.
Small business CFO support
The finance seat a small business cannot justify hiring for. Budgets, cash flow, pricing and margins, on a regular cadence.
State tax filings
Sales and transaction tax registration and returns, including the city-by-city rates that catch out-of-state help.
IRS notices
A letter arrived and you would rather not read it twice. A CPA can respond and represent you directly.
Industry experience includes restaurants and multi-unit hospitality, professional services, and real estate. Useful when tip reporting, city-level transaction tax, or thin margins are part of the picture.
How it works
Straightforward from the first call
01
A short call
Twenty minutes to hear what you need and tell you whether this practice is the right fit. No charge.
02
Documents, securely
You upload what you have through a secure portal. We tell you exactly what is still missing.
03
Review and file
We walk the return with you before anything is filed, then e-file and give you a plan for next year.
Let's find out if we're a fit.
Twenty minutes, no charge. Bring last year's return and your questions, and you'll leave knowing what the work involves and roughly what it costs.
Prefer to write instead? Send a note and you'll get a reply, usually within one business day.