Many people can file on their own. If your situation includes a business, rental property, major life change, or notices from the IRS, an accountant can save time and stress.

Tax prep is based on return complexity. Ongoing services like bookkeeping and accounting are fixed monthly or quarterly. You will see pricing before we begin.

W-2s, 1099s, 1098s, brokerage statements, mortgage interest, property taxes, charitable gifts, HSA, childcare, and business income and expenses. See our checklists below.

Yes. We work with QuickBooks Online and other common tools.

Most returns are finished within one to two weeks once we have all documents. Complex returns may take longer. We will give you a timeline when we start.

As soon as you have it. If we receive documents close to a deadline, we may recommend an extension to keep your return accurate.

Yes. We organize records, prepare missing returns, and work with the IRS on payment options.

Bookkeeping records the day-to-day transactions. Accounting turns that data into financial statements and insights you can use to make decisions.

Yes. We are happy to meet by phone or video.

Keep returns and supporting documents for at least three years. Keep records related to property, major assets, and business formation longer.

Tell us you would like to switch. With your permission we will request prior returns and key files, then set up an easy handoff.