Services

This service is for businesses that need to get accurate books before filing taxes, applying for loans, or preparing for an IRS or investor audit.

Whatʼs Included:

• Full reconciliation of bank, credit card, and loan accounts in QuickBooks Online
• Cleanup of chart of accounts and transaction categorization
• Removal of duplicate or misapplied entries
• Post-cleanup report with recommendations for QuickBooks workflow improvements

Turnaround: Typically 5 business days from document access.
Accurate bookkeeping ensures tax compliance, improves financial decision-
making, and helps you avoid costly IRS mistakes.

Is a lender, landlord, grant application, Stripe, Wise, PayPal, bank, or other entity asking you for a document from a licensed CPA? A properly formatted CPA attestation letter avoids account freezes, application rejections, and repeated compliance requests from banks or processors.

Whatʼs Included:

• Formal letter on licensed CPA letterhead with signature, license number, and contact details
• Meets U.S. lender, landlord, agency, and payment processor compliance requirements
• Delivered as a secure PDF within 48 hours Turnaround: 48 hours or less.

I assist S-corp owners who need Form 1120S preparation by a licensed CPA plus ongoing S-Corp compliance guidance.

Whatʼs Included:

• Preparation and IRS e-filing of Form 1120S and shareholder Schedule K-1s
• Written compliance memo outlining payroll requirements, distributions, and IRS deadlines
• 30 days of follow-up Q&A by email

Turnaround: 7-10 business days after receiving complete documentation.
Combining S-Corp tax filing with a compliance checklist keeps you fully aligned with IRS rules year-round, not just at tax time!

This service if for freelancers, sole proprietors, and single member LLCs who need accurate self-employed tax return preparation without hidden fees.

Whatʼs Included:

• Preparation and IRS e-filing of your Form 1040 and Schedule C
• Maximization of deductions for home office, vehicle, and other eligible expenses
• Year-end tax liability review and planning recommendations for the next year

Turnaround: 7 business days from receiving complete documentation.
A licensed CPA ensures your freelancer tax filing is compliant, optimized for deductions, and ready for any lender or IRS request.

This is perfect for freelancers or small business owners looking for ongoing CPA advisory without hiring in-house staff.

Whatʼs Included:

• Priority email access for tax and accounting questions
• Quarterly bookkeeping reviews for early issue detection
• Tax planning check-ins to reduce liabilities
• Secure cloud storage for financial documents

A virtual CPA subscription spreads costs over the year while keeping you proactive and compliant.

• Back Tax Filing Package: $1,100
  Get compliant with up to 3 years of unfiled returns. This file back taxes CPA service includes penalty calculation, IRS e-filing or paper filing, and a compliance check to ensure no years are missed.
• Quarterly Estimated Tax Planning: $300/year
  Avoid IRS underpayment penalties with quarterly estimated tax help for freelancers and small business owners. Includes calculations, payment schedules, and reminders.
• Entity Selection & Formation Consulting: $150
  Not sure whether to form an LLC, S-Corp, or remain a sole proprietor? This business entity selection CPA consultation covers tax impacts, compliance obligations, and filing considerations.
• IRS Notice & Penalty Abatement Support: $175/hour
  Professional IRS notice response CPA service to resolve audits, penalty notices, and compliance letters—often reducing or eliminating assessed penalties.