If you need assistance with tax preparation, quarterly tax calculations, or just have questions about your tax responsibilities, you’re in the right place.Tax Services
Pick one of the two options I offer. A full-service monthly bookkeeping option and a DIY option which includes access to an online course and private Facebook group.Bookkeeping Services
Virtual CFOVirtual CFO Service
I’m not your parent’s accountant. When you hire me, you will be treated with care during every step of the process.
When you first reach out to me, we’ll discuss what services would be best for you. If tax preparation is one of them, I’ll send you an Engagement Letter (basically just a formal letter explaining your responsibilities and my responsibilities in the tax prep process). Then, I’ll need you to send me a copy of your previous year’s tax return.
When mid-January rolls around, I e-mail tax organizers to all my clients. This will guide you when collecting all of your tax information. You’ll scan all of your tax documents and send them to me virtually. Once the prep is complete, I will send you the invoice, along with a copy of your tax return to review. When you give me the “ok” and have paid your invoice, I will electronically file your Federal and State forms.
How much does this stuff cost?
I LOVE working with all of you creative people and seeing your businesses flourish in front of my eyes. Like you, I am also a small business – I do not have a lot of the overhead that many of the large organizations have so I am able to set very competitive rates. If you have any questions regarding the rates listed below or would like me to elaborate on what each service includes, please contact me.
Answer the questions below to estimate your tax preparation fees:
- +Two W-2s
- +Two Brokerage Statements
- +One State Return
- +Additional State Return
- +Itemized Personal Deductions
- +Business Owner (Schedule C)
- +Rental Property (Schedule E)
- +Stock Sales (Schedule D)
- -Bookkeeping Not Included
- -Be Your Own CFO ($25 Discount)
Partnership and S-corporation Returns
Preparation of the business return. This includes one state return. Partnership and S-corporation return fees start at $700.
Looking for an all-inclusive tax and bookkeeping solution?
My Virtual CFO service may be the perfect fit for your business!
How do I get started?
I'm so excited you have found me, and I can't wait to start working with you! To get started, all you need to do is click the "Let's Get Started" button. This will take you to an online form with a few quick questions that will help me get a picture of your business. If you prefer to send me an email, you can do so at [email protected]. I'm looking forward to talking with you!