Individual tax includes preparation and filing of Form 1040, applicable schedules (A, C, E, etc.), and state returns. Additional complexity is priced accordingly. Local and first responder discounts are available to individual returns.

All tax preparation clients receive quarterly estimated tax calculations, basic tax planning consultation, and year-round support for tax-related questions.

Business returns (S-Corp, Partnership, LLC) are quoted separately based on transaction volume and entity structure.

Minimum $500 for Individual $1,800 for business

Proactive tax planning and strategy for individuals and S-Corporation owners. Services include:

Quarterly tax planning / estimated tax payment calculations and reminders

Entity structure optimization (S-Corp election, reasonable compensation analysis)

Retirement plan strategy (SEP-IRA, Solo 401k, etc.)

Expense categorization and deduction optimization

Multi-year tax projection and scenario modeling

Making sure your LLC is sturdy if the IRS comes knocking

Year-round email and phone support

Advisory services are separate from tax preparation. Clients using advisory services receive discounted rates on annual 1040 and 1120-S filing.

Pricing is based on business revenue, number of employees, and complexity of tax situation. Contact me for a custom quote.

Minimum $1,500/year

Financial strategy for small businesses, hospitality operations, and real estate investors who need more than tax prep but don't need a full-time CFO.

For Small Businesses & Mountain Hospitality:

Understanding your true profitability (not just what's in the bank account)

Seasonal cash flow planning—making summer revenue last through winter

Pricing decisions for lodging, retail, food & beverage

Labor cost management and staffing models

Equipment purchase vs. lease analysis

Expansion planning (second location, new revenue streams)

Getting your books ready for a loan or line of credit

For Real Estate Investors:

Property-level profitability tracking

Cash-on-cash return analysis and portfolio optimization

Acquisition modeling—should you buy that next property?

Refinance vs. hold vs. sell decisions

Short-term rental financial performance and seasonality planning

Scaling strategies without overextending

Most clients need 10-15 hours per month. We'll meet regularly to review financials, plan ahead, and solve problems as they come up. This isn't bookkeeping or tax prep—it's having someone in your corner to help you make smarter financial decisions.

Minimum $1,000/month or ad hoc $400/session

Offering partnered bookkeeping services with The Lone Cactus Bookkeeping located in Apple Valley, CA. Get everything done in one place with CPA oversight and less juggling in your business.

Minimum $250 per month