Our Services

We offer three core service areas that work together to support your financial life: Bookkeeping, Tax Services, and Insurance.

BOOKKEEPING SERVICES

Most business owners don’t actually know their real numbers – they only check the bank balance and hope everything is fine. That’s how people miss problems until it’s too late.

Our bookkeeping services are built to give you a clear, accurate picture of your finances every month, not just at tax time.

What we do for bookkeeping:

• Monthly transaction recording
  We record and categorize all your income and expenses from bank accounts, credit cards, and payment platforms. No more guessing where your money went.
  
  

• Bank and credit card reconciliations
  We match your books to your bank and credit card statements so nothing is missing or duplicated. This is key for catching errors and fraud.
  
  

• Income and expense tracking by category
  We show you exactly how much is going to rent, advertising, supplies, contractors, utilities, etc., so you can make smarter decisions.
  
  

• Financial statements
  We provide simple, understandable reports:
  
  

  • Profit & Loss (what you earned vs. what you spent)
    
    

  • Balance Sheet (what you own vs. what you owe)
    
    

  • Cash flow insights (how money is moving in and out)
    
    

• Tax-ready books
  When your books are clean and organized, tax time becomes faster, easier, and less stressful. You’re not digging through piles of receipts in March.
  
  

• Catch-up & clean-up work
  If you’re behind on your books or things are a mess, we can help you clean everything up and bring you current.
  
  

Who bookkeeping is for:

• Small businesses and self-employed professionals
  
  

• New business owners who want to start organized
  
  

• Established businesses that are tired of “DIY spreadsheets”
  
  

 TAX SERVICES – NOW ACCEPTING CLIENTS

Taxes are not just a form you file once a year. Done correctly, they protect you from penalties, save you money, and give you peace of mind.

We provide tax preparation and tax support for both individuals and small businesses.

What we do for tax:

• Individual federal and state income tax returns
  We prepare and file your personal taxes accurately and on time.
  
  

• Small business tax returns
  For sole proprietors, single-member LLCs, and other small business structures, we organize your business income and expenses and prepare the correct forms.
  
  

• Year-round tax support
  We don’t disappear after filing season. If you have questions during the year, we’re available to help you plan ahead instead of reacting in panic later.
  
  

• Review of past returns
  If you’re unsure whether past returns were done correctly, we can review them and tell you if there are issues or opportunities.
  
  

• IRS & state notice support
  If you receive a letter from the IRS or state tax agency, we help you understand it and respond properly.
  
  

Important:
We are actively accepting new tax clients now. If you want tax help, you don’t have to wait for “tax season” to start working with us.

 INSURANCE SERVICES

The point of insurance is simple: protect what you can’t afford to lose. The problem is that most people don’t actually understand what they’re paying for.

We help you understand and choose insurance options that match your real needs.

What we do for insurance:

• Life insurance guidance
  To protect your family, your income, or your business in case something happens to you.
  
  

• Health insurance support
  Helping you understand options and how they fit with your budget and medical needs.
  
  

• Business-related coverage discussions
  Helping you think through the types of protection your business may need (for example, if something goes wrong, or if someone depends on your income).
  
  

• Policy reviews
  If you already have policies, we can help you understand what you actually have, what it covers, and what it doesn’t.
  
  

Our approach is simple:
We explain things in normal language, show you what makes sense for your situation, and let you decide without pressure.