Tax Services Done Right — By Someone Who Knows Your Books

Whether you need me to handle your taxes start to finish, or you just need your books organized for your own CPA — I've got you covered. No handoffs, no call centers. Just me, working directly with you.

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Two Ways I Can Help

Pick the option that fits your situation

I'll Prepare & File Your Taxes

You hand me your documents, I handle everything — preparation, filing, and making sure you're not leaving money on the table. Because I already know your books, there's no starting from scratch.

Individual & small business tax return preparation

Federal and state tax filing

Self-employed & sole proprietor returns

S-Corp & partnership returns

1099 income reporting

Deduction review to maximize your refund

Prior year unfiled return preparation

Year-round tax planning guidance

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You Have a CPA — I'll Get Your Books Ready

Already working with a CPA or tax preparer? I'll make sure your books are clean, organized, and ready to hand off — so your CPA can do their job faster and you spend less on their hourly rate.

Organized, categorized records ready for your CPA

Expense categorization & deduction tracking

1099 contractor tracking & preparation

Sales tax recordkeeping support

Audit-ready documentation

Prior year catch-up bookkeeping

Direct coordination with your tax preparer

Let's Get Started →

"When I prepare your taxes, I'm not seeing your numbers for the first time. I've been keeping your books all year — so I already know your business inside and out."

— Shelly, Financial Fox Solutions

Not sure which option is right for you? Let's talk.

Schedule a FREE Evaluation