ACCOUNTING, BOOKKEEPING & TAXES
Know where your money stands, all year long
Virtual bookkeeping, payroll and tax preparation for small businesses, start-ups, side hustles and individuals, with 35+ years of experience behind every return.
What we take off your plate
Virtual bookkeeping & accounting
Monthly reconciliations, clean categories and reports you can actually read.
Payroll services
Accurate, on-time pay with payroll tax filings and year-end W-2s and 1099s.
Business tax returns
Sole props, LLCs, partnerships and corporations, plus quarterly estimates and planning.
Individual tax returns
Personal and family returns, including side income, rentals and multi-state filing.
New business support
Choosing an entity, EIN and state registration, bank and books set up the right way.
Financial planning
Year-round planning for taxes, cash flow, retirement and estate goals.
Notary Public
Notary services for your business and personal documents, by appointment.
Tax filing in all required states
Moved, work remotely, or sell across state lines? We prepare every state return you're required to file, from one virtual office.
FOR BUSINESSES
Small businesses, start-ups, home-based & side hustles
✓ Monthly bookkeeping packages
✓ Payroll and contractor payments
✓ Quarterly estimates and sales tax
✓ Business returns and year-end planning
✓ Catch-up and clean-up bookkeeping
FOR INDIVIDUALS
Individuals, families & organizations
✓ Federal and all required state returns
✓ Gig, freelance and rental income
✓ IRS letters and amended returns
✓ Retirement and estate tax planning
✓ Nonprofit and organization filings
TAX CENTER
Free tools and answers, any time
One short, practical tip by email every week
Quick explainers on what's new, on our YouTube channel
The IRS tax calendar of deadlines for the year
Check your federal refund status with the IRS
Financial calculators
50 free calculators for taxes, payroll, retirement, business, mortgages, loans and more.
Items needed for your tax return
Checklists of the documents to gather before your appointment, for individuals and businesses.
Want one quick tax tip every week? Tick “Weekly tax tips” in the form below. Unsubscribe anytime.
Common questions
Do I have to come into the office?
No. Most clients work with us entirely online through the secure client portal and video calls. In-person, evening and weekend appointments are available whenever you prefer.
Can you file returns for more than one state?
Yes, we prepare returns in all required states.
My books are behind. Can you help?
Yes. Catch-up and clean-up bookkeeping is one of our services. We'll bring your records up to date and get them organized so you can file, plan and make decisions with confidence.
How much does it cost?
It depends on what you need. Book a free 30-minute consultation and we'll talk through your situation and what the work involves before anything gets started.
How do I send you my documents?
Upload them to your private, encrypted client portal. Please don’t email tax documents as attachments. The portal keeps them secure and in one place.
Do you only work with clients in Michigan?
No. Most of our work is virtual, so we work with clients wherever they are, and we prepare returns in every state you’re required to file in.
I’m starting a new business. Where do I begin?
We help you choose an entity, get your EIN and state registration, and set up your bank account and books the right way from day one. Our free Business Launch Checklist walks you through every step.
Do you handle payroll and 1099s?
Yes. We run accurate, on-time payroll with payroll tax filings and year-end W-2s and 1099s. Not sure who needs a 1099? Try our free 1099 decision tree.
I received a letter from the IRS. Can you help?
Yes. Responding to IRS letters and filing amended returns are part of our individual tax services. Upload a copy through the client portal or bring it to a free consultation and we’ll go over it with you.
Can I meet in the evening or on a weekend?
Yes. Virtual meetings are our fastest option, and in-person, evening and weekend appointments are available whenever you need them.
Do you offer Notary services?
Yes. Richard is a Notary Public and can notarize business and personal documents by appointment. Book a time.
How do I pay my invoice?
You can pay online by card through our secure Square payment link.
LET'S GET YOU ORGANIZED
Book a free call. Virtual, in person, evenings or weekends.