Support For Your Team

My favorite thing is getting to know my clients and understanding how I can meet their needs.

Are you ready for a team?

Laptop displaying financial charts and data on a desk with a smartphone and a notepad nearby.

Monthly

Full Service Tax and Books

Prices start at $250/mo

Think of us as part of your team. We handle bookkeeping, payroll, monthly financial reports, estimated tax payments, and year-end readiness. When the books are looking great, we’ll prepare your tax returns as the final step. Your monthly package price covers all the work so there are no large bills to budget for. Regular communication gives you confidence that we understand your goals, and you understand your finances. Ah, Peace!


Let's Work Together
Person participating in a video call on a laptop at a wooden desk, with plants visible outside through large windows.

Quarterly

Tax and Bookkeeping review

Prices start at $150/mo

Prefer regular check-ins without full bookkeeping? We’ll review your reconciled accounts each quarter, prepare tax estimates, and provide proactive planning so you’re fully prepared when tax season arrives. Preparation of your tax returns is included as part of your package. Feel confident about the work you’re doing.

Let's Work Together
Tax form 1120, a pen, and a grey pencil case on a wooden desk.

Bookkeeping Clean-up

$70/hr

Behind on your books? Relax, sit back, and we’ll get your accounts organized, up to date, and ready for tax return filing or current financial reporting. No judgement, just support with lots of communication.

Let's Work Together
A large collage of crumpled and torn pieces of paper with handwritten notes, drawings, and printed text.

Annual Tax Preparation only

Tax Prep

From $250 for individual returns and $600 for business returns

Already managing your own bookkeeping and just need tax prep? We provide annual tax preparation plus semi-annual check-ins to answer your questions and keep your plan on track. We can handle your personal and business tax returns. At tax time, you deliver reconciled accounts along with your P&L and Balance Sheet. We’ll handle the compliance with a complete tax return and you can breathe easy until next year.

Let's Work Together

Client Testimonials

  • Green two-story house with a 'For Sale' sign in front. The sign displays details for Patty Hopper, a real estate broker, including phone number and website. The house has a second-floor window, a small front porch with a potted plant, and nearby greenery. The sky is clear and blue.

    Kathy is great to work with! She is very knowledgeable, and if something unique comes up with my real estate business, does the research to help AND grow her knowledge base! She is responsive to requests and questions,  as well as personable and easy to talk to. Without hesitation, I highly recommend Kathy to help with your taxes!!

    Patty Hopper

  • Beach scene with a straw umbrella, lounge chairs, a person sunbathing, a surfboard, and a large ship in the distance over calm blue ocean water.

    "Kathy Olsen has been a  friend & neighbor for many years. She also is a highly capable Enrolled Agent who prepares our personal federal tax return - which is a bit more complex than many since we now live in another state and are usually wintering in Mexico during the tax season. You can trust Kathy to get your returns done  right, on-time and for a reasonable cost"

    Ellen Woodward

  • Kathy has been my tax advisor for many years. She's helped me file my taxes on time, manage my bookkeeping and be more organized by doing things like creating a form template that makes sense to me. I use it to track my income and expenses so she can take all the deductions for me at tax time. She is quick to answer all my tax questions and does my family member's taxes also. She is very knowledgeable and she cares about me and my business.

    Brenda Paulsen

Questions before getting started?

Contact us