Our Services
Personalized bookkeeping and tax preparation support for individuals and businesses, with clear communication in English and Tagalog.
Bookkeeping
Keep your financial records organized and understand your business numbers.
Who This Service May Help
- Small business owners and self-employed individuals
- Freelancers and contractors who want organized records
- Anyone who wants a clearer picture of their income and expenses
What Helps Us Prepare Your Quote
- A brief description of your business or situation
- How your records are currently kept (software, spreadsheets, or paper)
- Approximate monthly volume of transactions
- Which records or accounts you'd like organized
Tax Preparation
Get help preparing your tax return based on your documents and circumstances.
Who This Service May Help
- Individuals filing a personal tax return
- Self-employed individuals and sole proprietors
- Small business owners who need a return prepared
What Helps Us Prepare Your Quote
- The tax year you need help with
- Your filing status and dependents (if any)
- Income documents (W-2s, 1099s, or similar)
- Records of deductible expenses and other relevant documents
How It Works
A simple, transparent process from your first inquiry to working together.
Tell us what you need
Share a brief description of your bookkeeping or tax preparation needs through our quote request.
We review your service requirements
We review the information you provide and assess what your situation calls for.
Receive a personalized quote
You receive a personalized quote based on your specific needs and circumstances.
Share documents through the client portal
Once engaged, you'll receive instructions for sharing documents through the designated client portal.
Submitting an inquiry does not create a professional engagement or authorize tax filing. An engagement begins only after a signed agreement is in place.