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What we actually do

You don’t know exactly what you need — and that’s fine.

Here’s what we do, in plain English. Detailed breakdowns of each service — with the deliverables, what’s included, and what isn’t — are coming shortly.

A packed coffee shop with the owner sitting at a back table, tense over a laptop and paperwork while the cafe hums behind her
The cafe is packed. The books aren’t. Every service below solves one specific version of this moment.
What we actually do

Four services. Zero jargon. Real deliverables.

Monthly bookkeeping

“The shoebox problem”

Send us anything. We categorise it. You get one clean report on the 5th of every month.

Tax preparation

“The 11pm-Google problem”

Federal, state, local. Every deduction. We file. You approve. Nobody Googles “K-1” at 11pm ever again.

Quarterly tax planning

“The “am I paying too much?” problem”

Every three months we tell you exactly what to owe — and how to owe less next year.

Audit support & representation

“The “the IRS just called” problem”

We pick up. We prepare the paperwork. We show up with you. You are not alone in that room.

Straight from the source

Don’t take our word for any of it.

Plenty of accounting sites explain the rules and hope you never check. These are the actual IRS pages behind the things we handle for you. If something we say ever contradicts one of these, the IRS wins and we want to hear about it.

Links verified 25 September 2026. These are federal rules — your state and city may add their own, which is what the city pages in the footer cover.

Ready to hand over the shoebox?

15 minutes. No pitch. Just a look at where you are.