If you need an Individual Taxpayer Identification Number to file your return, we handle the W-7 application as part of tax preparation, it's not treated as a rushed afterthought.
We don't split personal and business clients into different departments. The same team files both, whether you're an individual filing a straightforward return or a business with multiple entities.
If you're a government contractor or subcontractor with prevailing-wage reporting requirements, certified payroll and WH-347 reporting are handled as part of Growth and Strategic tier bookkeeping, no separate service to figure out.
Bilingual service isn't limited to translating documents, every conversation, from your first call to your filed return, can happen in English or Spanish.
Whether you're operating informally for the first time or you already have a formal entity, we work with you at whatever stage you're at, including helping you formalize if you haven't yet.
If you're behind on filing, whether it's one year or several, we handle catch-up filing as a normal part of tax preparation, not as a special case we turn away.
If you're on the Strategic tier, you get one planning session included each year. If you want more ongoing planning outside of that, standalone Tax Planning & Strategy is available as its own service.
If your books are already with us, your annual personal or business return is included as part of your bookkeeping tier, Essential through Strategic, you're not billed separately for it.
Essential covers basic monthly bookkeeping for one account. Growth adds a second account, payroll for up to 5 employees, and quarterly filings. Strategic adds weekly reconciliation, full reporting, and an annual tax planning session.
Starter is EIN application and entity registration only. Pro adds S-Corp election filing and state sales tax and unemployment registration. Premium adds domain and email setup, payroll accounts, a consultation, and one free month of Essential-tier bookkeeping.
Just reach out for a free quote. We’ll walk you through every step, from planning to finish.
We accept credit cards, checks, and bank transfers. Let us know what works best for you.
Call, email, or use our contact form. We’re here to help and usually reply the same day.
Yes, you can make changes or cancel anytime before work begins. Just let us know.
Still need help? We’re happy to chat.
