For Individuals, Freelancers, and Small Businesses

Professional federal and state tax preparation for individuals and small business owners who want clear communication, accurate filings, and a smooth virtual experience.

Who this is for:

• W-2 employees

• Freelancers and independent contractors

• Self-employed individuals

• Small business owners

Services may include:

• Federal and state income tax preparation

• Schedule C and small business filings

• Filing extensions when needed

• Secure electronic filing

• Ongoing support through the filing process

How it works:

1. Schedule a virtual consultation

2. Upload documents securely

3. Review, file, and finalize — all online

All tax preparation services are delivered virtually.

Monthly Support to Keep Your Business Tax-Ready

Ongoing bookkeeping services designed to keep your finances organized, accurate, and ready for tax season — without the stress of doing it yourself.

Who this is for:

• Service-based businesses

• Consultants and coaches

• Freelancers and sole proprietors

• Remote-friendly small businesses

Services may include:

• Monthly bookkeeping

• QuickBooks setup and cleanup

• Transaction categorization

• Reconciliations

• Tax-ready financial reports

Bookkeeping services are offered on a monthly retainer basis and are fully virtual.

U.S. Tax Compliance Support

Specialized U.S. tax compliance services for Americans living or working outside the United States, including expats, digital nomads, and globally mobile professionals.

Support may include:

• U.S. income tax filing requirements

• Foreign income reporting considerations

• FBAR and FATCA filing obligations

• Filing deadlines and extension options

• General guidance on staying compliant

These services are provided fully virtually and are designed to help you understand your U.S. tax obligations while living abroad.