CPA & Accounting Services
No confusing packages, no hourly billing surprises — flat-fee pricing, licensed CPA expertise, and work done right. From your first tax return to your busiest business year.
Our Services
Tax Preparation
Tax Preparation for W-2 earners, self-employed professionals, and individuals with multiple income sources— accurate returns, every deduction, and guidance that makes sense for your life.
Individual and family tax returns
W-2 and self-employment income
Multiple income sources & rental properties
Estimated and quarterly taxes
Budget setup and income/expense tracking
HOA Accounting
Most accounting firms don't specialize in HOA work. We do — accurate, board-ready financials with the transparency your community deserves.
HOA financial statement preparation
Annual HOA tax returns
Ongoing accounting and bookkeeping
Advisory presentations to boards
Nonprofit accounting and tax filings
Business Accounting & Payroll
From ribbon cutting to your busiest quarter — books clean, payroll running, taxes filed, and numbers you actually understand.
Business tax returns and filings
Bookkeeping and financial statements
Payroll processing and management
Sales tax and state tax filings
Budget development — understand your numbers
Cash flow analysis and planning
Fraud Prevention & Risk Advisory
Forensic transaction analysis, fraud risk assessments, and practical internal controls — protection for businesses, boards, and nonprofits.
Forensic transaction analysis
Fraud risk assessments
Internal controls design
Misappropriation investigations
Board-ready findings and remediation
Fractional CFO for Business & Home
Monthly statement preparations, cash-flow reporting, and 1/3/12-month projections — CFO-level visibility for your business or household.
Monthly bank, credit card & loan statement preparations
Inflow and outflow trend reports
1-, 3-, and 12-month projections
Budget vs. actual tracking
Monthly walkthrough meeting
Additional Services
Financial Statement Preparation
Internal Controls & Fraud Risk
Sales Tax Filings
State Tax Filings
HOA Budget Support
Nonprofit Tax Returns
Budget Development
Income & Expense Tracking Setup
Document Upload via TaxDome
How It Works
01
Book a free consultation
Call, text, email, or fill out the contact form. We'll schedule 20–30 minutes at a time that works for you
02
We learn your situation
We listen, ask the right questions, and give you an honest assessment of how we can help — no pressure, no pitch.
03
You get a quote
Before any work begins you'll receive a clear flat fee. No hourly billing. No surprises on your invoice.
04
We get to work
Kyle and Ashley personally handle your account and stay available year-round — not just at tax time.
