Tax Preparation & Planning

Smart, Strategic, and On-Time.

We go beyond basic tax filing. Our year-round tax services are designed to keep you compliant, reduce stress, and make sure you’re not leaving money on the table — especially if your income is inconsistent, project-based, or multi-stream.

Includes: Personalized tax prep, quarterly planning, estimated tax support, and audit protection.

Clear Books = Clear Business.

For creatives and founders, it’s easy to fall behind on the numbers. We offer monthly or quarterly bookkeeping services that organize your income, track expenses, and give you reports you can actually use.

Includes: Monthly categorization, profit & loss reports, QuickBooks setup (if needed), and account reconciliations.

Strategic Insight. Long-Term Support.

Whether you need short-term clarity or an ongoing financial partner, our CFO services are designed to help you scale with confidence. We’ll analyze your cash flow, pricing, and growth goals — and give you the financial leadership to match your vision.

Fractional CFO: Ideal for creative entrepreneurs in growth mode

Full CFO: Great for scaling businesses with recurring revenue and team operations