Priced up front. Explained in plain English.

Individual tax returns

From a single W-2 to a side business and a couple of rentals, your return is prepared carefully and we explain what matters along the way. Tax planning is available alongside it — like estimating quarterly payments, or thinking through a big change before it happens.

Who it's for: employees, freelancers and side-business owners, landlords, and owners who receive a K-1.

• Federal Form 1040 and your Virginia return (Form 760)
• Wages, investments, and standard or itemized deductions
• Self-employment income (Schedule C)
• Rental properties (Schedule E)
• K-1s from partnerships and S corporations
• An extension, if one is needed

Business tax returns

For S corporations and partnerships, including multi-member LLCs taxed as partnerships. Prepared from your books, with K-1s for each owner and the Virginia return alongside. Tax planning for owners is available too, from estimated payments to year-end check-ins.

Who it's for: S corporations and partnerships, including multi-member LLCs — whatever shape the books are in.

• Federal Form 1120-S or Form 1065
• K-1s for each owner
• Virginia pass-through entity return (Form 502)
• A plain-English rundown of the finished return

Monthly bookkeeping

Consistent bookkeeping is the foundation everything else is built on. We handle the ongoing work so your records stay current and organized when you need them.

Who it's for: small businesses and self-employed people who'd rather not do their own books.

• Monthly transaction entry and categorization
• Bank and credit card reconciliations
• Organized, up-to-date records for tax time
• Pricing and terms set out in your engagement letter

Financial statement preparation

Balance sheet and income statement prepared from your reconciled books — clearly organized for your own planning and for the people you share them with.

Who it's for: business owners who want statements for planning or to share with others.

• Balance sheet and income statement
• Prepared from your reconciled books
• Clear, presentation-ready formatting

Preparation only. This is a preparation engagement under professional standards: we don't audit, review, or compile the statements, and we don't express any assurance on them. Each statement says so. If a lender or partner needs a compilation or review, ask — we'll tell you honestly what fits.