Build an easy relationship with your tax return

Because You Don’t Have to Do It All

A stack of four books, with the prominent one titled 'Profit First' by Mike Michalowicz.

We have a soft spot for individuals and small business owners. You are the heart and soul of your communities, working hard and doing what you do best, but we know that doesn’t always include every supporting task that keeps a home or a business running. We get it! There are things we’d never want to do ourselves (like changing the oil in a car), and that’s okay. Knowing what to hand off isn’t a weakness; it’s wisdom. That’s where we come in: to take those tasks off your plate so you can stay focused on what you love most.

Don’t have the time or inclination for bookkeeping or taxes? Let us help.

Our tax preparation services can help

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We want to be part of your team

Taxes and accounting may not be the parts of your business you enjoy, you might even dread them. But I don’t! I love the process of getting from your books to a finished tax return. I love the people part of my business too - getting to know my clients and working with them to really understand their businesses, building financial systems that feel clear and manageable, and giving feedback that’s practical and actionable.

My goal is simple: I want to have a relationship where we both understand where you are today and where you want to go. I want to take some of the load off of your shoulders, so that when you have questions about your tax return or financials, you’ll feel confident, prepared, and as stress-free as possible. More than that, I don’t want to just DO everything, I want to help you Develop. When you understand your books, you can have confidence that you are heading the right direction.

Are you an individual with questions about minimizing your tax liability?

Maybe you are a business owner who needs to know more about what kind of tax deductions you can take.

Whatever your needs are today, we are here to help you understand your numbers. You don’t have to figure it all out alone.