Services
Tax returns, bookkeeping, and the same person every year.
We file personal tax returns, handle ongoing bookkeeping, and prepare business returns — all remotely, all with the same person year after year. No handoffs, no starting over, no explaining your situation twice.
Tax returns, filed by the same person every year.
Personal or business, simple or complex, we handle the filing start to finish. And we don’t disappear after April — if something comes up, we’re still here.
Personal tax returns
1040 federal + state filing — for individuals, families, and side-hustlers.
- ✓W-2 income (single or multiple jobs)
- ✓Schedule C — self-employment / freelance / 1099 income
- ✓Schedule E — rental property income
- ✓K-1s — partnership and S-corp pass-through
- ✓Itemized deductions when they beat the standard
- ✓Multi-state filings if you crossed a line during the year
- ✓Filed by the same person, every year
Business tax returns
Sole prop, partnership, or S-corp — we handle the business return.
- ✓Schedule C — sole proprietors and single-member LLCs
- ✓Form 1065 — multi-member partnerships
- ✓Form 1120-S — S-corporations
- ✓Quarterly estimated tax planning
- ✓1099 preparation + filing for contractors you paid
- ✓Standalone return or full-year bookkeeping plus tax prep — same person, all year
What we do — bookkeeping
Three ways to keep your books current.
For owners who want monthly bookkeeping — with or without tax filing included.
Books Only
Monthly bookkeeping for owners who already have a tax preparer.
Businesses where someone else handles taxes.
- ✓Monthly bank + credit card reconciliation
- ✓Transaction categorization in QuickBooks Online
- ✓Monthly profit & loss + balance sheet
- ✓Year-end docs ready for your tax preparer
- ✓Email + phone access during business hours
Books + Tax
Full-year bookkeeping plus annual filing — one person, one set of books.
Owners who want the same person on both their books and their return.
- ✓Everything in Books Only
- ✓Federal + state business tax return filing
- ✓1099 prep + filing for contractors
- ✓Quarterly estimates when you owe SE tax
- ✓Year-round tax planning — not just March
- ✓One point of contact for books + return
Cleanup + Catch-up
One-time engagement to bring your books current.
Owners months (or years) behind, or with a messy QuickBooks.
- ✓Multi-month or multi-year reconciliation
- ✓Re-categorization of misclassified transactions
- ✓Books brought current through a chosen month-end
- ✓Closing + adjusting entries as needed
- ✓Hand-off summary of what changed
- ✓Optional: roll into Books Only or Books + Tax
Pricing starts hourly while we learn your books, then moves to a flat monthly rate once we know what your time actually takes — usually after a few months.
More ways we help
Other services we offer.
Beyond returns and monthly books — the advisory, resolution, and filing work that comes up across a business or a household.
Advisory
Tax Planning
Plan the year before you file it — entity choices, estimates, and the year-end moves that still close before December 31.
ExploreResolution
IRS Tax Problems
Notices, back taxes, payment plans, liens — we read the letter and put a response on paper.
ExploreHousehold
Personal Bookkeeping
Daily money management for individuals and families — bill pay, reconciliation, and a monthly summary.
ExploreAdvisory
Entity Setup
LLC, S-Corp, or partnership — set up with the tax shape in mind from day one.
ExploreAdvisory
Cash Flow Planning
13-week forecasts that turn today's bank balance into a curve you can plan around.
ExploreFilings
Sales Tax
Minnesota registration and monthly or quarterly filing, plus multi-state nexus.
ExploreCommon questions
What clients ask before signing on.
Same person, every year.
Not sure which one fits?
Email us. We’ll figure it out together — no pressure to sign up if it’s not the right time.