Starter Bookkeeping & Tax Guidance

This plan is designed for 1099 contractors, freelancers, and new business owners with simple operations who need help getting organized and staying compliant.

No, this plan does not include business or personal tax return preparation. It focuses on bookkeeping and basic tax guidance to help you stay organized and prepared for filing.

We provide basic guidance on common deductions such as home office, vehicle use, and business expenses. We also help you understand when it may make sense to consider an S-Corporation as your business grows.

We monitor your business as it grows and provide general guidance on when an S-Corp election may be beneficial. If you’re ready, we can help you transition to more advanced services.

Yes. As your business becomes more established, you can upgrade to our full bookkeeping and advisory services for more advanced tax planning and financial guidance.

Yes. We work entirely online using a secure client portal, making it easy to share documents and communicate from anywhere.

If your business grows beyond the scope of this plan, we will recommend a higher-level service that better fits your needs.

This plan does not include tax return preparation, payroll services, A/R and A/P management, or advanced tax planning.

Simply click “Get Started” and schedule a free consultation. We’ll review your situation and guide you through the next steps.

As your business grows, you can transition into our full bookkeeping and advisory service plans with more proactive tax strategy, advanced reporting, and ongoing financial guidance.