i offer a variety of services to help guide you through the processes necessary to keep yourself and/or your business or non-profit organization financially up-to-date and organized. comprehensive services include monthly accounting to annual tax return preparation and consultations on an as-needed basis.

flat rate fees or sliding scale fees may be arranged.

if your specific situation requires services not listed below, please feel free to contact me so we can discuss how i can best serve your needs.


individuals:

• tax return preparation
• tax planning around significant events (buying or selling a house, building a family, starting     a business, etc.)
• lgbtq specific tax issues
• managing self employment (bookkeeping, tracking income and deductions, estimated
    quarterly tax payments, budgeting)

small businesses:

• bookkeeping on a monthly or quarterly basis
• training & instruction on managing basic accounting functions in-house
• Quickbooks training
• tax return preparation
• quarterly estimated tax payments
• employment tax returns (form 941, etc.)

collectives and non-profit organizations:

• bookkeeping on a monthly or quarterly basis
• financial consultation regarding fiscal sponsorship, incorporation or 501(c)(3) status
• training & instruction on managing basic accounting functions in-house
• workshops on various financial management topics (see workshops page)
• Quickbooks training
• annual tax return preparation (forms 990-EZ, 990)
• employment tax returns (form 941, etc.)