Straightforward tax work,
done properly.

Tax preparation, planning and accounting for individuals and small businesses — with a licensed CPA who answers the phone.

Get in touch Client portal

Individual returns

Federal and state preparation for individuals and families, including multi-state filings, itemised deductions and amended returns.

Small business

Sole proprietors, partnerships, S-corps and LLCs — entity returns, quarterly estimates, payroll filings and year-end reporting.

Planning & advisory

Forward-looking work: entity selection, estimated payments, retirement contributions, and getting ahead of what next April will look like.

A secure place for your documents

Tax work means sending sensitive paperwork back and forth. Email isn't built for that. The client portal gives you one secure place to upload your documents and collect your completed return.

— Encrypted in transit and at rest
— Every upload scanned before it is stored
— Your documents are visible only to you and to Jessica
— A full record of every file and who accessed it

Client portal

Existing clients can sign in to upload documents or download a completed return.