Work With Me

Are you ready to make big things happen?

I pretty much want to be your best friend, in the least creepy way.

If you're ready to rock your money game and get your financial house in order, You’ve got options. Check out my various service levels to meet your needs and woo your budget.

Ways to Work With Me

As a freelance designer/artist/photographer, my biggest frustration has always been tax time!!! And pretty much all things accounting/finance related… (besides actually making money, of course)! You make it easy to ask questions, learn, and go at a pace that is digestible. I feel like we've been friends for a long time every time we talk and I enjoy every single meeting!

Dorey Kronick

Designer/Artist/Photographer

Types of Returns Prepared

(not an exhaustive list):

  • 1040 Federal Personal Returns Plus All State income tax returns
    • Schedule C Sole Proprietors
    • Ministers
    • Rental Properties
    • K-1 Income
  • 1065 Federal Partnership Returns Plus all State Income Tax Returns
  • California Sales Tax Returns

Tax Preparation and Advising

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. I’m 100% online with my 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 like a bad spray tan, you’ll want someone in your corner who knows your situation and can advise you personally. Taxes are a deeply personal experience and you deserve personalized treatment – not a cookie cutter experience.

 

 

Tax Planning

Does the thought of tax time next year leave you in a cold sweat? Well shower off cause it's going to be okay! You don't have to wait until tax time to get tax advice. I offer comprehensive Tax Planning sessions to get you on the right path now, rather than waiting until tax time to get things figured out. We will work together to create a plan of action so there are no tears when tax season rolls around. No more wondering, “should I be filing quarterly taxes?”

Frequently Asked Questions – Taxes

What's the difference between a CPA and and EA?

CPA stands for “Charted Public Accountant”, that means they have earned degrees in accounting and passed the state level accountancy exam. They are under the authority of their state accountancy board and must adhere to ethical standards. CPA's can be experts in many different areas, taxes being one. Not all CPA's do taxes nor are they experts in taxes, but they could be. CPA's must complete continuing education, but it could be in any area of accounting.

EA stands for Enrolled Agent, that means they are enrolled with the IRS to prepare taxes and represent clients before the IRS. Anyone can take the time to study and pass the three part Enrolled Agent exam. Enrolled Agents are experts in taxation, although many may specialize in a certain area of taxation. Investment taxes, business entities, non-resident taxes, or Audit representation are a few examples. Enrolled Agents are under the direct authority of the IRS and the ethical standards outlined in Circular 230. Enrolled agents must complete continuing education in taxation and ethics every two years.

More information on enrolled agents

I just started my business, can you help me?

Absolutely! One of the best things your can do when starting your business is to connect with a Tax Advisor. I will help you plan now so there are no surprises later.

I got a letter from the IRS, Can you help me?

If you are one of my current clients, I absolutely want to help you navigate a letter from the IRS. There are many different reasons for receiving a letter from the IRS and most can be quickly and easily resolved. 

If you are not a current client, but would like to become one then we will talk in more detail about your tax history to see if I am the right fit for your needs.

Consulting and Training

Looking for some guidance with software or need help figuring out how the heck to plan for taxes now that you're in business? Book some time with me and we'll make sense of the questions spinning in your head. This is an opportunity to take a “test drive” with me before committing to any long term relationship. We can work together for as little as an hour.

 

Clean Up Sessions

Clean-up session are one off consulting sessions for users of Wave Accounting or Quickbooks online to get your systems cleaned up and back on track. 

Get the Details

Melissa makes things quick and simple to understand, which for someone who isn't a “numbers” person, is very important. I was struggling knowing my “magic number” so that I could quit my job, and knowing what sort of profit I was making (if any). Since I'm not making much as it is, I was hesitant to spend even more money on a bookkeeper or tax person. Everything is so much clearer and easier to understand now! I have a goal in mind for what I need to reach each month and also have a good idea of how much everything is costing me to run the business. In addition, my income and expenses are all in order and ready for tax time!

Sarah Hartley

Editor in Chief, Holl & Lane Magazine

Bookkeeping Plus Tax Prep

 

If you already use bookkeeping software but it drives you nuts because you're not Bill Gates and don’t have a background in nerddom, consider me your personal numbers tutor. I’ll teach you how to use your software too. Sometimes all you need is someone to hold your hand, slap your butt, and tell you you’re awesome so you stop running from numbers and start embracing them. Seriously. It’s time to hug it out. 

We've got packages that will keep things running smooth so you can focus on the client work you love and we'll take care of the day to day number crunching. Of course we want to pair this with some rock star tax prep and planning too so there are no missing pieces in your money game. Check out the package options below and schedule a 15 minute chat to see which option is best for you.

 

DIY Support Plan

Quarterly Service
$75/Month
  • For those who comfortable doing the day to day bookkeeping (or are already working with one) But want Quarterly Support and Tax planning to make sure you are on the right track.
  • Email Q&A Support
  • Quarterly Meeting to review books
  • Tax Planning

Financial Friend Support

Monthly Bookkeeping Service
$350/Month
  • When you're ready to outsource the bookkeeping.
  • Income and Expense Tracking
  • Monthly Reconciliation
  • Monthly Reports
  • Quickbooks Subscriptions included

Best Financial Friend Plan

Monthly Service
$$500/Month
  • This is the full service experience including bookkeeping, tax planning, and those little things that constantly trip you up.
  • Income and Expense Tracking
  • Monthly Reconciliation
  • Bi-Weekly Reporting
  • Tax Advising

Frequently Asked Questions – Bookkeeping

Do you offer just bookkeeping?

Currently we only offer bookkeeping along with Tax prep packages. Because Taxes are my first love, I want to be able to act as your complete advisor with tax strategy, preparation, and year round bookkeeping support. 

If you are looking for bookkeeping only services I am happy to recommend one of my wonderful friends.

What Software Do you Support?

My top two favorite Accounting platforms are Wave Accounting and Quickbooks Online (including Self-Employed version). I also have a small group of clients on Freshbooks and Zoho Books that I support. 

Software I do not work with: Xero, GoDaddy Bookkeeping, Zipbooks, LessAccounting, or Quickbooks Desktop.

Get Started Today

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