Services
Tax, books, payroll, and counsel — each quoted in writing. See Pricing for what drives the fee.
Request a complimentary consultation01
Individual and entity returns, prepared so you see the position before the deadline. Credits and deductions you actually qualify for — and a year-round plan so April is a confirmation, not a discovery.
02
Monthly close, reconciliations, and a file that is ready for a lender, a filing, or a decision this week. The work is quiet. The numbers are not late.
03
Payroll run on time, withholdings and filings in order, federal and Florida requirements observed as the household or the company grows.
04
Entity structure, cash, whether to hire. Counsel from someone who already knows the file — not a stranger billing to get oriented.
05
Profit and loss, balance sheet, and the reading behind them. Prepared for a bank, a partner, or your own judgment. Not a software export left unexplained.
06
If you collect in Florida, we establish the cadence, file on time, and unwind periods that slipped — before they become correspondence you would rather not receive.
Existing clients
Two rates for existing clients: $149 a month (45 minutes) if we already prepare the tax — tax plus books still counts. $249 a month (30 minutes) for a business-only file — books, payroll, or advisory without tax here. A written brief the next day. Booking the call does not charge you.
The retainerFor households and owners already on the books who want a scheduled hour of judgment without opening a new engagement. Production work remains quoted separately.
That is a proper first sentence. Tell us what is on the desk — a return, a backlog, a notice — and we will name the next useful step.
Request a complimentary consultation
Two minutes
Ten questions. Books, estimates, notices — named while the year is still open.
