Your Personal Tax Collective
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BUsiness BootCamp
The ideal choice if you are a DIY business owner when it comes to accounting or bookkeeping.
Tax Filing & Tax planning
Explore our tax filing and tax planning services at different tiers to meet you where you’re at with your business and personal taxes.
Concierge Tax Services
Looking for someone to do everything? We take care of the filing, the planning, and the coordinating to make sure your tax plan is cohesive with all your financial goals.
Get the help you need
Business owners have a lot of hats to wear and spend hours learning the skills to wear each hat effectively and to make sure everything is running smoothly. We’re here to speed up the process and decrease the effort and time spent on your finances.
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We provide the resources you need to succeed. Don’t know what deductions you can take? We provide comprehensive information and help in knowing what expenses you can deduct, how to book them, and how to substantiate them.
Need help learning the terms and remembering the filing deadlines you have now as a business owner? We provide you with a cheat sheet of terms and filing deadlines, newsletter reminders and updates, and a calendar to notify you when your deadlines are coming up.
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What do you get with the business bootcamp/Initial setup? The better question is, what don’t you get?
2 hours meeting with us over a 2 week period
Guides and Videos walking you through how to book items, how to read a tax return, your questions on deductions, and much more
Templates for tracking expenses and certain forms
Calendar with deadlines and notifications
Newsletter with updates and reminders as well as common terms, answers to the most asked questions.