QUALITY ACCOUNTING
IS AFFORDABLE
You don’t have to feel like you’re on your own as a small business. Here, you will be treated with the personal attention and care you deserve!
CORE BUSINESS BELIEFS
I run my business based on three main tenets, all with the clients’ best interests in mind:
COMPATABILITY
You always get to interview me to see if we’d be a good match. I never make anyone hire me cold and you get to ask me all sorts of questions!
AVAILABILITY
I don’t keep ‘office hours’. Due to the nature of freelancing, I try to be available whenever clients may need me, so they aren’t left hanging in times of need.
AFFORDABILITY
I believe that you shouldn’t have to be wealthy to afford an accountant and/or tax preparer who will be there for you.
SERVICES & STARTING PRICES
There is no “one size fits all” approach to anything I do. Each service is tailored to each individual’s needs.
Please note that these are the minimum possible prices. Odds are, if you have anything but the most simple of needs you will not be paying the minimum fees!
**All services include access to a private, secure portal for exchanging documents.**
- MONTHLY ACCOUNTING$150/mo & up**QUICKBOOKS ONLY**You probably aren't an accountant so why waste your valuable time trying to do your own accounting? That goes for bookkeeping as well. You belong doing what brings in income--leave the accounting stuff to the pros. You know, someone like yours truly of course!INCLUDESBookkeepingBank ReconciliationsFinancial Statements
- INDIVIDUAL INCOME TAXES$150 & up**US RETURNS ONLY**One of the biggest mistakes people make is thinking they can DIY taxes. Don’t risk doing one of the most important tasks of the year just because you “think you can”, someone else was able to do it, or you simply don’t want to spend the extra bit of money.INCLUDESTax PreparationClient PortalQuarterly Estimates
- BUSINESS
INCOME TAXES$225 & up**US RETURNS ONLY**Even more confusing than individual income taxes yet just as important since most small business returns flow directly into your personal tax return. That said, it’s important to work with a professional that you can trust and count on to provide solid advice.INCLUDESTax PreparationTax PlanningYear-Round Support
WHAT MY CLIENTS HAVE TO SAY
Eric was great to work with! He quickly responds to emails, calls, and texts whenever we had a tax question, and even redid some areas of our return after we made contributions to retirement accounts for the prior tax year. We highly recommend him. Some friends have told us horror stories of their accountants taking WEEKS to reply to even a simple emailed question. We gave them Eric’s contact info.
Eric has been my accountant for several years now. He is incredibly responsive, efficient, and knowledgeable. He helped me set up an S Corp for my business and completes my personal and business tax returns every year. He’s been with me through multi-state moves, complicated returns, and the ups and downs of my businesses. I highly recommend him if you’re looking for someone reliable who truly cares about his clients.
Eric is great and easy to work with! He made everything manageable and easy to understand. I love that he’s so knowledgeable and I can access him via text message. Not only that, but he’s affordable and really has your best interest at heart.
I reached out to Eric for consultation after receiving a letter from the IRS stating that I was being audited. He was quick to respond (I think he could sense my stress level). He helped me understand not only what the process would be, but also to confirm that I had adequate records. His immediate feedback gave me the confidence when talking with the IRS. Eric is not only knowledgeable, but honest. He could have easily pushed for his own business, asking me to hire representation in my defense, but he didn’t. He’s now my go-to guy for all things related to taxes.
