online bookkeeping & tax services for business

A Partnership You’ll Never Want to Leave

get started

you should know

Updating & Organizing Quickbooks Isn’t Enough

When every account is synced to Xero or Quickbooks and automatically organized & updated, it’s easy to feel like you’re ready for tax season.

But, we see small businesses duplicating categories and failing to enter expenses into the appropriate category and they don’t even realize it. The most common problem we see, though? Small businesses are misclassifying employees and contractors and getting slapped with legal consequences– because, like we said, updating and organizing your books isn’t enough.

That’s why we’re guiding your tax journey

with precision and care

Which is just a fancy way of saying: we’re letting nothing slip through the cracks. Proper categorization? Done. Have a million questions? Answered. Wanna save more money? Watch your bank account climb. Need to track your profit vs. loss properly? Prepare to be mindblown.

What’s Included:

✔ Federal & state tax return preparation and filing
✔ Secure client portal
✔ Ongoing support via secure chat
✔ Quarterly or semi-annual check-ins
✔ Tax Savings Plan
✔ Email reminders for tax deadlines
✔ Monitoring and response to IRS or state tax notices
✔ Entity compliance monitoring to keep your business in good standing
✔ Payroll compliance monitoring to ensure payroll aligns with tax-saving strategies
✔ Access to exclusive client resources (deduction guides, video tutorials, newsletters, etc.)
✔ Option to add Advanced Tax Strategies (S-Corp election, Accountable Plan, charitable strategies, etc.)

Full Tax Experience

Starting at $3,450

Yes, we prepare and file your returns — but we don’t stop there. With a strategist’s mindset, we dig deeper to uncover tax-saving opportunities, keep your business in compliance year-round, and give you ongoing support so your numbers always tell the full story. This is the package for business owners who want clarity, confidence, and the peace of knowing they’re getting more than “just a tax return.”

get started

tax prep and filing

Starting at $1,100

Need your returns filed and nothing more? We’ll handle your federal and state filings with accuracy and care, along with deadline reminders and a secure portal to keep everything organized. Perfect if you just want the essentials, without the strategy extras.

What’s Included:

✔ Federal & state tax return preparation and filing
✔ Secure client portal
✔ Email reminders for tax deadlines
✔ Access to exclusive client resources (deduction guides, video tutorials, newsletters, etc.)

get started

Still not sure where to start?

get started

That’s normal. Most people come to us because they’re tired of feeling in the dark about money and taxes. Schedule a discovery call and let’s figure out which service fits where you are right now—and where you’re trying to go.

“I’ve been using Desi for 3 years and she is AMAZING. Her organization, professionalism, and business advice help me run my photography business successfully. Along with her doing my taxes, having her for book keeping has been a LIFESAVER. As someone who has two careers, I truly couldn’t do both without her. Hire her for all your needs, she won’t disappoint, and always does a phenomenal job!”

- Kaitlyn

Press play to hear

What clients are saying

Notes from our clients

  • “Desi has been absolutely fantastic to work with. She’s taken what was kind of a nightmare situation for me and has smoothly handled it all for us. I’ve used accountants in the past and always felt like I was blindly following whatever they said and it turned into a bit of a pickle for me. She takes the time to explain things and the numbers so I understood what was going on, I reqlly appreciate the virtual meetings. We’ve only been working together for a few months so far, but I’m really looking forward to a long term working relationship together. :)”

    - Michelle

  • “Desi is knowledgeable, kind, and prompt. She is thorough and seeks answers when questions arise she isn’t sure about. Desi has become a trusted tax advisor, friend, and small business partner to my real estate business. I have already started recommending Desi to my fellow agents & clients.”

    - Kara

  • “I’ve been using Desi for 3 years and she is AMAZING. Her organization, professionalism, and business advice help me run my photography business successfully. Along with her doing my taxes, having her for book keeping has been a LIFESAVER. As someone who has two careers, I truly couldn’t do both without her. Hire her for all your needs, she won’t disappoint, and always does a phenomenal job!”

    - Kaitlyn

Certifications

We stay up to date on payroll software and accounting software, like our go-to Gusto and Quickbooks

Do you need a business tax preparation service?

Well, that’s for you to decide. But we can help you figure out the best decision for your business. Here’s how to know when you should hire a tax professional:

+ You’re stunned at the amount you owe the IRS
+ You want to write off certain expenses, but you’re not sure it “counts”
+ You’re not up to date on tax laws for the current year
+ You’re not sure how much to pay in quarterly taxes (or if you should even pay them)
+ You let Quickbooks/Xero automatically categorize your transactions without checking them
+ You don’t know your profit & loss each month
+ You don’t pay yourself or don’t know how to pay yourself

…if that’s you, then we need to chat.

Informed decisions

but better

All the tax and bookkeeping skills that school never taught you. Sign up for tax tips, bookkeeping advice, and general biz knowledge to keep you growing.