Need a trusted partner to manage your taxes?
Navigating the complexities of taxes can be daunting for small businesses, entrepreneurs and households. We’re here to simplify the process and empower you to focus on what you do best – growing your business and managing your household.
Get the clarity your business deserves
Partner with a CPA who understands your goals and success.
Too often, clients share stories of accountants who treat them like numbers instead of people. That’s not the approach here. Our firm takes pride in going beyond the numbers, investing time to understand your business, uncover opportunities, and address potential financial risks before they become challenges.
You deserve more than just tax preparation. You deserve a trusted partner who provides guidance, customized solutions, and actionable insights to support your growth and stability.
With a commitment to your success, our firm ensures that progress is measured not just in numbers, but in achieving your goals and building a stronger financial future.
16+
Years’ Experience
175
Clients Served
81%
Average Client Repeat Service
Find a Service, make an inquiry
Core Services
Compliance and Tax
Specialized tax services designed for individuals and small businesses.
✓
Individuals & Small Businesses Tax Return(s)
✓
Partnership(s) Tax Return(s)
✓
S Corporation(s) Tax Return(s)
✓
Individual Taxpayer Identification Number (ITIN) Application(s)
✓ Information Returns(1099s)
✓ Amended Tax Returns
✓ Business Dissolution
✓ IRS Notice Resolution
Starting at
$300
Advisory
Schedule a virtual meeting, phone call, or request written responses on topics including:
✓
Accounting and Bookkeeping
✓
Tax Plan Memo (includes tax strategies)
✓
Tax Research Memo
✓
Estimated Taxes Calculation
✓ Entity Selection and Restructuring
✓ Debt and Finance Advising
✓ Employee Benefits, Pension, and Profit-Sharing Plans
✓ Retirement Account Suggestions
✓ Scenario Analysis
✓ Financial Forecasts
✓ Strategies for Tax Savings
Starting at
$200
Accounting
Ideal for clients seeking streamlined financial management and actionable insights.
✓
Startup Accounting
✓
QuickBooks Bookkeeping
✓
Expense Management
✓
Month End Close
✓ Financial Statements
✓ Accounts Payable
✓ Payroll Service Setup
Monthly starting at
$500
“10/10 would recommend”
“Priscilla did a wonderful job guiding through my first year as a business owner. Her website and organizer was very easy to use and simplified the process. 10/10, would recommend!”
★ ★ ★ ★ ★
— Martha Nazario
“Prior year review and help with reporting investments”
“Priscilla did a second look on my taxes for last year and then did them this year. She was wonderful to communicate with including the chat features on her web platform. She was quick to respond and made sure I understood all the complexities with my tax situation that included property sales and crypto investments.”
★ ★ ★ ★ ★
— Alex Martinez
“Resolved IRS notice”
I recently received a scary letter in the mail from the IRS stating I owed the federal government $11,000 with interest. After the initial panic, confusion and frustration I figured I needed help figuring this out, so I reached out Priscilla, responsiveness, quality, professionalism, and value.
★ ★ ★ ★ ★
— Antoine Crawford
Ready to Get Started?
Support You Can Have Confidence In
We’re here to listen, collaborate, and drive your vision forward. Whether it’s through an email, a phone call, or a virtual meeting, initiating a conversation is the first step towards managing your taxes and finances.