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 it through — no pressure, no commitment.

Schedule a FREE Evaluation