Our

Services

We love helping online service-based business owners, just like you! There are many nuances to running an online business that more traditional accounting firms don't always understand.

We're here to guide you through the financial side of running your business, without making you feel like an idiot in the process. Our years of experience working with online and creative business owners gives us a deeper understanding of how to make your business financials clean and scalable.

Tax Preparation and Planning

If you live online as much as I do, you’ll be happy to know that location is no longer a requirement for tax preparation.

We work 100% online with our clients so you can stay in your pajamas and have a trusted advisor in your midst to slay your tax giants.

Self-service tax products are popular, but the moment you get stuck and a wave of panic and frustration washes over you, you’ll want someone in your corner who knows your situation and can advise you personally.

 

Accounting and Taxes are a deeply personal experience and you deserve personalized treatment – not a cookie cutter experience.

 

 

Full Service Packages

As your business grows, so do the demands on your time. Allow us to take over the bookkeeping work and tax preparation to leave you with more time to do things you love and are passionate about.

All our monthly service packages include:

  • A Team of dedicated professionals by your side
  • Quickbooks Online Subscription
  • Monthly Bookkeeping
  • Monthly Review Meetings
  • Quarterly Tax Planning
  • Annual Tax Preparation

Full Service Packages start at $275/month

We offer these services to Sole Proprietors, Partnerships, LLC's, and S-corporations.

Frequently Asked Questions

What sort of businesses do you help?

We specialize in doing taxes for online, service-based businesses. If you offer products with your services, that's great (we do too)!

We also help handmade-product businesses (like Etsy shops).

If you run a brick and mortar business, click here to locate a local CPA.

 

Where are you located?

Our team is based out of California, Colorado, and Oregon! We work 100% online so all our clients must be able to communicate online and handle online software. This includes being able to upload & download documents. It's not hard, we promise! 🙂

Can you do both my business and personal tax return?

Yes! Come tax time, we'll do your personal tax return as well as your business taxes. Join our waitlist.

We offer business taxes for the following entities:

  • Sole proprietors
  • Partnerships
  • S-corporations
I filed an extension for 2018, are you accepting new tax clients?

Unfortunately, we are unable to take on any new tax clients for 2018 returns. We will be opening up our client list in November for 2019 returns. 

I need a bookkeeper, can you do my bookkeeping?

Possibly! We keep our monthly bookkeeping client list small by design. As much as we'd like to help everyone, we limit ourselves to ensure all our clients get the attention they deserve. We have an application process if you are interested. Otherwise, we are happy to send you referrals to amazing bookkeepers! Contact us.

Our bookkeeping services are not stand-alone services. They are integrated with our tax packages.

    My books are a mess! Do you do clean-up work?

    Please contact Annette Bevers, CPA for clean-up work as we do not offer those services.

    If you are interested in working with us for tax reasons, we ask that you have your books professionally brought up to date before we dig into your records. 

     

    Can you handle my sales taxes for me?

    We offer guidance, general education, and referrals to SALT (sales and location tax) professionals but we do not offer any Sales Tax services with our bookkeeping and tax packages. Contact us.

      Can you help me set up my S-corporation?

      If you run a service-based, online business, we can help you! S-corps are awesome! Contact us.

      We have an evaluation process to ensure your business is ready for incorporation. Once this has been determined, we offer a set-up package to help you get through the entire process.

      This is NOT a hand-it-over, “do it for you” service. We expect anyone taking on the responsibilities of an S-corp to be a part of the process so they can learn as they go. Participation is a requirement for this service. We do this intentionally to save you money, time, and frustration down the road.

      Incorporating your business is a very serious commitment. We strongly encourage you to educate yourself on the basics of S-corp ownership so you're not caught off guard with all the paperwork, fees, bookkeeping & reporting, plus extra tax obligations a S-corp comprises.

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