Get visibility into your business finances and meet your goals!
At Your Service
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Tax Preparation
Sole Proprietorship & Single-member LLC federal & state income tax return preparation*
Individual federal & state income tax return preparation
Electronic filing & quarterly tax payment estimates
Year-round CPA tax support
Tax position optimization
$1,000 for business returns & $500 for individual returns
*PLEASE NOTE: I do not prepare returns for Multi-Member LLCs, Partnerships, or Corporations.
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CFO Consulting
Quarterly financial forecast & budget
Quarterly budget-to-actual analysis
Quarterly forecast-to-actual analysis
Quarterly & annual business review
Profitability & pricing/cost analysis
Customized KPI development
Customized strategic planning
Special project at your request (additional fee TBD)
Starting at $1,000 monthly (+ $250 setup fee)
