Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

Integrity

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Education

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Transparency

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Professional Excellence

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Community Impact

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Integrity • Education • Transparency • Professional Excellence • Community Impact •

What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • We provide reliable and accurate tax preparation services for individuals and small businesses. Our offerings include individual and small business tax returns, prior-year filings, amended returns (Form 1040-X), and dependent filing services, ensuring compliance and peace of mind throughout the tax process.

  • We assist with the preparation and filing of essential tax forms to support accurate reporting and compliance. Services include:

    •  W-2 Preparation & Filing

    • 1099-NEC / 1099-MISC Preparation & Filing

    • 1099 Compliance & Consultation

    • Schedule B (Interest & Dividends)

    • Schedule C (Self-Employed)

    • Schedule E (Rental Income – per property)

    • Education Credits

    • Earned Income Credit (EIC)

    • HSA (Form 8889)

  • Our bookkeeping and accounting services help keep your financial records organized and up to date. We offer monthly, quarterly, and annual bookkeeping, including cleanup and catch-up services. This includes expense categorization, account reconciliation, and bookkeeping prepared for seamless use with QuickBooks.

  • We provide personalized financial consulting and planning services tailored to both individuals and small businesses. Our approach focuses on practical guidance, financial clarity, and proactive tax planning strategies designed to support informed financial decision-making.

  • We offer educational guidance to help clients better understand credit and business financial fundamentals. This includes credit rebuilding education, business credit building education, and financial guidance for business startups, provided strictly for educational and informational purposes.

    (Non-Legal, Educational Purposes Only)

  • For clients seeking comprehensive support, we offer bundled service packages that combine bookkeeping and tax services. These bundles are designed to provide efficiency, consistency, and year-round financial organization.

Our Process

Discover With Purpose

We start by understanding you — your goals, challenges, and financial reality. Whether it’s taxes, bookkeeping, or strategy, we listen first so we can build a solution that truly fits your needs.

Collaborate Openly

You’re never left in the dark. We maintain open communication, explain what’s happening in plain language, and make decisions with you, not for you. Transparency is key in everything we do.

Plan With Strategy

Every situation is different. We customize a practical, results-driven plan designed to help you stay compliant, save money, reduce stress, and position you for financial success.

Execute With Excellence

Once the plan is in motion, we handle the details so you don’t have to. We stay flexible, responsive, and proactive—ensuring everything is completed accurately and on time.

Support Beyond Delivery

Our work doesn’t end once the service is completed. We provide ongoing guidance, education, and support so you can continue moving forward with confidence.

  • "Working with you was every bit of 10/10 , very professional, very reliable, I would highly recommend working with you to anyone . I look forward to working with you again in the near future ❤️."

    Nichole Childcare

  • "Working with you is always a pleasure. Your professionalism, reliability, and positive attitude make every project better."

    Kijana

  • "I have had the pleasure of working with Kiana for the past three years. She is always friendly, knowledgeable, and has great customer service. I highly recommend her bookkeeping and tax preparation services. You won’t be disappointed!"

    Former Customer

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.