Tax & Bookkeeping
Is your business profitable?
Income and expenses are known. Quarterly and annual taxes are handled.
Essential Business
Taxes and bookkeeping for sole proprietors.
Includes:
Personal Taxes
- Personal tax return preparation & filing
- Quarterly tax planning
Bookkeeping
- Review monthly income and expenses to avoid surprises at the end of the year
Financial Planning
- Monitor the profitability of your business to keep it healthy
One-on-One Guidance
- Chat with us any time to get help
Premium Business
Taxes, bookkeeping, and payroll for S Corps and groups.
Add to the Essential plan:
Business Taxes
- Business tax return preparation & filing
- S Corp salary & distribution planning
- Quarterly tax planning
Payroll
- Payroll service for employees
Terms
No long term contracts. Cancel any time.
Schedule Free 30-Min CallLet's discuss your practice needs and how I can help
2025 Tax Returns
If you do not have an active plan with us, we can prepare your 2025 taxes for a one time fee.
Sole Proprietor
Essential
- Tax preparation and filing
- Catch-up bookkeeping
- Business entity setup support
- Includes all services listed above for the next 6 months
S-Corp and Group
Premium
- Tax preparation and filing (Personal & Business)
- Catch-up bookkeeping
- Business entity setup support
- Includes all services listed above for the next six months
Accounting & Tax
Bookkeeping & Financial Reporting
Comprehensive bookkeeping, expense tracking, and financial reporting so you always know exactly where your practice stands.
Tax Preparation Support
Year-round tax planning and preparation support to maximize deductions and keep you compliant with all requirements.
Starting a Practice?
You went to school to be a therapist, not a business owner. I'll walk you through every step of launching your private practice, from business formation to seeing your first client.
Learn More