Services
Find the right service for you
Each service has its own intake form so we collect exactly what we need — no back-and-forth. Pick a service to learn what's included, what to prepare, and to start your intake.
Tax Preparation
Accurate, timely federal & state tax prep for individuals and businesses.
Who it's for
Individuals, freelancers, sole proprietors, and small business owners who want their returns done right the first time.
What's included
- Federal & state return preparation
- Self-employment & rental income
- Deductions & credit maximization
- Prior-year & amended returns
Accounting & Bookkeeping
QuickBooks Online-standard bookkeeping, catch-up, clean-up, and reporting.
Who it's for
Small business owners who need clean, organized books and accurate financials — monthly or one-time.
What's included
- Monthly bookkeeping (QuickBooks Online)
- Catch-up & clean-up bookkeeping
- Bank & credit card reconciliation
- Categorization rules setup
Mortgage & Business Consulting
Guidance on mortgage readiness and business growth strategy.
Who it's for
Homebuyers preparing for a mortgage and business owners looking for strategic financial guidance.
What's included
- Mortgage readiness review
- Credit & document preparation guidance
- Business strategy consulting
- Financial planning & cash flow analysis
Notary Public
Reliable notary services with proper ID verification.
Who it's for
Anyone needing documents notarized — acknowledgments, jurats, copy certifications, and more.
What's included
- Acknowledgments
- Jurats
- Copy certifications
- Loan document notarization
Travel Agency
Personalized travel planning with insurance options.
Who it's for
Travelers who want a curated, stress-free trip — flights, hotels, and travel insurance handled.
What's included
- Custom itinerary planning
- Flight & hotel booking
- Travel insurance options
- Passport & document guidance
Business Plan Proposals
Investor- and lender-ready business plans.
Who it's for
Entrepreneurs seeking loans, investors, grants, or a clear roadmap for their business.
What's included
- Executive summary & company overview
- Market & competitive analysis
- Operations & marketing strategy
- Financial projections
Resume Writing Services
ATS-friendly resumes tailored to your target roles.
Who it's for
Job seekers who want a polished, ATS-optimized resume that gets past screening software.
What's included
- ATS-friendly resume formatting
- Targeted role positioning
- Work history & achievement writing
- Skills & education sections
Paralegal Services (Wills & Trusts)
Document preparation for wills, trusts, and POAs.
Who it's for
Individuals who need help preparing estate documents like wills, trusts, and powers of attorney.
What's included
- Will document preparation
- Trust document preparation
- Power of attorney drafting
- Document review & formatting
Ready to get started?
Start your intake in 2 minutes or book an appointment with our team.