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 CFO

The full-service accounting and bookkeeping resource for your small business. If you’re busy making bank and need someone to handle all of your financials, this is the option for you.

Virtual CFO Service


Tax Preparation and Planning Services

We’re not your parent’s accountant. When you hire us, you will be treated with care throughout every milestone your business reaches. You will have a CPA on retainer who will help you grow your business and advise you throughout the year.

Our tax preparation and planning services include a CPA on retainer for tax support, a one-hour tax planning call, quarterly tax calculations, retirement contribution analysis, email support, and the preparation of your business and personal tax returns.

Our tax preparation and planning service is offered on a 12-month schedule. This allows us to be more involved in your tax planning and savings throughout the year.

We are not the CPA firm that only talks to you once a year at tax time. Instead, we are more proactive with you so you’re prepared for tax time and you see some serious tax savings when we prepare your return. Contact us today so we start strategically planning your tax preparation – there’s so much more we can do for you!

How much does this stuff cost?

We LOVE working with all of you creative people and seeing your businesses flourish in front of our eyes. Like you, we are also a small business – we do not have a lot of the overhead that many of the large organizations have so we are able to set very competitive rates. If you have any questions regarding the rates listed below or would like us to elaborate on what each service includes, please contact me.

Answer the questions below to estimate your tax preparation and planning fees:

Individual Tax Return
Do you own your own home?
Did you live in more than one state this year? How many?
Do you own a sole proprietorship or LLC business? How many?
Do you own a S-Corporation or Partnership business? How many?
Do you own a rental property? How many?
  • $188
  • +CPA on Retainer for Tax Support
  • +One Tax Planning Call Per Year
  • +Quarterly Tax Calculations
  • +Retirement Contribution Analysis
  • +Email Support
  • +Two W-2s
  • +Two Brokerage Statements
  • +One State Return
  • +Additional State Return
  • +Itemized Personal Deductions
  • +Business Owner (Schedule C)
  • +Business Owner (K-1)
  • +Accountable Plan Review
  • +Rental Property (Schedule E)
  • -Bookkeeping Not Included
Let's Get Started!

A-la-carte Partnership and S-corporation Returns

If you are in need of Partnership or S-corporation tax return preparation without our monthly tax planning and personal tax return preparation, our Partnership and S-corporation fees start at $1500. This includes the preparation of the federal business return and one state business return.

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?

We're so excited you have found us, and we 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 us get a picture of your business. If you prefer to send us an email, you can do so at [email protected]. We're looking forward to talking with you!

Let's Get Started!