Our Services

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Add a description a We assist individuals and families with preparing IRS Form W-7 for ITIN applications and gathering required documentation.
Note: We are not currently Certified Acceptance Agents (CAA), but can help you navigate the process and prepare your application. 

 Federal tax return preparation for individuals and families, including ITIN holders, freelancers, and small businesses 

We help gig workers, independent contractors, and undocumented workers organize income and reduce their tax liability. Includes ledger creation, tax prep, and optional 1099 onboarding.

 We handle Sunbiz registration, EIN application, and guide you through compliance. Great for subcontractors, truckers, and family-run businesses.

 Set up your client’s QuickBooks company file from scratch, with the correct chart of accounts, invoice templates, and bank feeds.
Add-On: Include Spanish-language walkthrough if requested
Good For: Startups, sole proprietors, growing subcontractors

“Professional setup of your QuickBooks account to ensure accurate books and smooth monthly reporting.”

 Certified bookkeeping using QuickBooks Online. We categorize income and expenses, reconcile accounts, and provide monthly reports. Packages available for individuals, subcontractors, or growing businesses 

  Learn how to use QuickBooks with confidence. We provide personalized training in English or Spanish to help you, or your staff manage daily entries, invoices, and reports.

 Get professional-grade financial statements such as the Profit & Loss, Balance Sheet, and Cash Flow reports. Perfect for loan applications, grant submissions, or tax filing support. 

 Behind on your books? We offer one-time or multi-month catch-up services to prepare for tax time or audits. 

 Have questions about your tax or business situation? Schedule a 1-on-1 consultation.

 Ideal for single-member LLCs or independent contractors. Includes:
• Monthly bank reconciliation
• Profit & loss report
• Year-end tax support
• ITIN guidance as needed

  For small businesses with moderate activity. Includes:
• Up to 2 bank/credit accounts reconciled monthly
• Monthly P&L + Balance Sheet
• Quarterly check-in call
• Annual 1099 prep (up to 5 contractors)
• Tax document readiness

Ideal for growing teams or high-volume self-employed. Includes everything in Basic, plus:
• Up to 4 accounts reconciled
• Payroll reporting support
• Mid-year tax planning session
• 1099 onboarding support (up to 10 contractors)

  Our most comprehensive plan. Includes:
• Everything in Standard
• Unlimited reconciliations
• Custom financial reports
• Monthly strategy call
• Audit support prep & guidance