Next deadline: Oct 15 — extended individual returns
Your numbers, kept in order.
A small accounting practice for owner-run businesses and the families behind them. Fixed monthly fees, books closed by the fifth, and a person who picks up the phone.
Five services. One fixed fee.
Pick what you need, or let us look after all of it. Every fee is quoted in writing before we start.
- Tax returns Personal and business returns, prepared early and explained in plain English. from $450
- Bookkeeping Monthly books, reconciled by the fifth, in QuickBooks or Xero. from $325 / mo
- Payroll Your team paid on time, with every filing that goes with it. from $95 / mo
- Advisory A quarterly sit-down on cash, pricing and what to do before year-end. from $250 / qtr
- IRS & state notices A letter from the IRS, answered by someone who reads them every week. from $200
The tax year, on one page.
Every date that matters to a small business or a family, marked where it falls. We track them all, so you never have to.
- Jan 15 Fourth-quarter estimated tax Self-employed and investors
- Jan 31 W-2s and 1099s to workers Employers and contractors’ clients
- Mar 15 S-corp and partnership returns Business owners
- Apr 15 Individual returns and Q1 estimate Almost everyone
- Jun 15 Second-quarter estimated tax Self-employed and investors
- Sep 15 Q3 estimate and extended business returns Business owners
- Oct 15 Extended individual returns Anyone who filed an extension
- Dec 31 Last day for year-end tax moves Everyone planning ahead
How switching to us works
Most new clients are fully set up inside two weeks, mid-year included.
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Day 1
A free twenty-minute call
Tell us what you run and what keeps you up at night. We’ll tell you plainly whether we’re the right fit.
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Week 1
A fixed monthly fee
One written quote covering everything we agreed. No hourly billing, no surprise invoices in April.
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Week 2
We take over the paperwork
We connect your bank feeds, collect last year’s returns and tidy the books — you send one folder.
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Every month
Numbers you can read
A one-page report on the fifth of the month, and a person who picks up when you call.
“Margaret found fourteen thousand dollars we’d been overpaying for three years — then made sure we never did again.”
Questions we hear every week
Anything else, ask us on the call — it’s free.
Do you only work with businesses?
No. About a third of our clients are individuals and families — often business owners who want one firm for both returns.
How do your fees work?
A fixed monthly fee, quoted in writing before we start. It covers everything we agreed, including your questions.
Can you catch up on years I haven't filed?
Yes, and it’s more common than you think. We’ll file what’s missing in order and talk to the IRS for you.
Do I need to come into the office?
Never, unless you’d like to. Most clients upload documents to a secure portal and meet us by video.
Which software do you use?
QuickBooks Online or Xero for the books, Gusto for payroll. If you’re on something else, we’ll tell you honestly whether to switch.
Twenty minutes, no charge, no obligation.
Tell us about your business and your last tax year. You’ll leave the call knowing exactly what we’d do and what it would cost.
Or call (555) 318-4402
We answer every call and email within one business day — in tax season too.