You wear every hat. Let us take three.
Bookkeeping, tax preparation, and tax planning — handled together, by one team that knows your business.
LICENSED CPAs · BOOKKEEPING + TAX PREP + TAX PLANNING IN ONE · QUOTED TO YOUR BUSINESS
You’re building it and running it at the same time.
Client work comes first, so the books slide. Then March arrives and you’re reconstructing a year you barely remember, hoping nothing important got missed.
That’s normal. It’s what happens when one person is doing the work of five, and it isn’t a sign you’ve been careless with anything.
It just doesn’t have to keep working this way.
Nobody was looking ahead for you.
Most solo business owners only ever get tax preparation: someone reports what already happened, once a year, when nothing can be changed anymore.
Tax planning happens during the year, while there are still decisions on the table — and that’s where the money actually is.
Looking back
Reporting a year that’s already closed. Necessary, required — and far too late to change the outcome.
Deciding forward
Moves made while the year is still open, when a decision can still change what you owe.
How you’re set up
Sole proprietor, LLC, S-Corp — and whether your current setup still fits what you earn. We explain it in plain language.
Retirement that fits
Accounts sized to your income, not a default option — often the single biggest lever a solo owner has.
Timing
When to buy equipment, when to invoice, when to take income — timing alone can change your bill.
What you qualify for
Deductions and credits that apply to your specific business, which nobody ever brought up.
Most solopreneurs aren’t overpaying because they did something wrong. They’re overpaying because no one was looking ahead on their behalf.
Clean books aren’t the point. This is.
You finally see what’s actually profitable.
Not a gut feeling about which services or clients make money — the real numbers, by line. Most owners are surprised by what they find, and a few decisions change immediately.
No March scramble.
Books stay current month to month, so tax time is a handoff instead of an archaeology project. You can look at your numbers monthly or quarterly — not once a year, in a panic.
Timely financials are what make everything else possible. You can’t plan taxes — or make a real decision — on numbers that don’t exist yet.
All three. One team.
One relationship instead of three vendors who never talk to each other — and nothing falling between them.
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01
Bookkeeping
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02
Tax Preparation
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03
Tax Planning
Pricing is quoted to your business.
No fake tiers, no hidden pricing games. We look at the size and complexity of what you’re running, then quote it.
Which means you pay for what your business actually needs — nothing padded on top.
Or pick a time with Christine and get the quote on the call.
The questions change as you grow.
- Can I afford my first hire?
- Contractor or employee?
- Draw or salary?
- Is it time to change my entity?
We’re here for those conversations as they come up — not just at filing deadlines. That’s the difference between having a firm and having a filing service.
You didn’t start a business to spend your nights in a spreadsheet.
A look at how the business is set up right now.
Where money is likely being left on the table.
Whether we’re a fit. If we’re not, we’ll say so.
Christine Sanducci, CPA
Partner · Head of Taxation Services
30 MINUTES · NO OBLIGATION · SPEAK WITH A CPA
PICK A DAY, THEN A TIME — CONFIRMATION IS INSTANT