Services
Seven services, one team that talks to itself
Your bookkeeper, payroll manager and tax preparer sit twenty feet apart. When payroll changes, your estimates change with it, and nobody asks you for the same document twice.
01Individual tax returnsFederal returns, Georgia and Alabama nonresident returns, and year-round planning for households.From $325 a returnDetails
02Business tax & Tennessee F&EPartnership, S corporation and C corporation returns, Tennessee franchise & excise, and business tax.From $1,440 a yearDetails
03Monthly bookkeepingReconciled books every month, a close by the 15th and reports you can actually read.From $350 a monthDetails
04PayrollPay runs, direct deposit, quarterly payroll returns and year-end W-2s, done by people who answer the phone.From $65 a month + $9 per employeeDetails
05Advisory & fractional CFOBudgets, cash forecasts, pricing and the numbers behind big decisions, without a full-time CFO.From $1,250 a monthDetails
06Nonprofits & audit readinessForm 990s, fund accounting, grant tracking and books that are ready when the auditor arrives.From $1,680 a yearDetails
07IRS notices & representationLetters read, answered and resolved by an enrolled agent, from a CP2000 to a full examination.From $250 per noticeDetailsNot sure which?
Most clients use two or three of these. Tell us what’s going on and we’ll put the right people on it.
Not sure where to start?
Start from what’s bothering you
Find the sentence that sounds like you. If none do, book a consultation and choose “Not sure yet”.
- “I just need my return done right, and someone to ask in July.”Individual tax returns →
- “I work in Georgia but live in Tennessee, and I’m not sure what I owe where.”Individual tax returns →
- “Our LLC got a letter about franchise & excise tax.”Business tax & Tennessee F&E →
- “We’re months behind on the books and taxes are coming.”Monthly bookkeeping →
- “We’re hiring our first employees.”Payroll →
- “We’re growing and I never know how much cash we’ll have next month.”Advisory & fractional CFO →
- “A funder wants audited statements next year.”Nonprofits & audit readiness →
- “There’s an IRS letter on my kitchen table.”IRS notices & representation →
How every engagement works
Fixed fees
Quoted before we start. If the scope changes, we tell you before the work, not on the invoice.
Two sets of eyes
Every return is prepared by one person and reviewed by a different CPA before you see it.
One business day
Calls and messages answered within one business day, including in March and April.
A secure portal
Uploads, e-signatures and invoices in one place. We never ask for your documents by email.
Tell us what you need
Book a free 30-minute consultation. You’ll leave with a plan, a fixed fee and a date, whether or not you hire us.