Tax-first Monthly bookkeeping retainers Software automation

Taxes, books, and software—one operations partner.

We help gig workers and small businesses stay compliant, organized, and profitable. Start with tax filing, keep everything clean with monthly bookkeeping, then scale with automation and custom software.

Secure intake Tax-ready books Monthly close
Quick actions
Bookkeeping clients get priority turnaround during tax season.

Services

Start with compliance. Keep momentum with monthly bookkeeping. Scale with software.

Gig Worker Taxes

$97/return

Schedule C filing optimized for DoorDash, Uber, Instacart, freelancers, and creators.

  • E-file + confirmation
  • Deduction checklist + mileage guidance
  • Clean annual summary
Start tax filing

Monthly Bookkeeping

$197/mo

Recurring monthly close so your books stay tax-ready and decision-useful.

  • Reconciliation + categorization
  • Monthly P&L + cashflow snapshot
  • Optional catch-up/cleanup
Start monthly

Tax Compliance

Quarterly

Quarterly estimates + planning so you avoid surprises and stay organized year-round.

  • Estimate reminders + calendar
  • Compliance + organization system
  • Year-end optimization review
Get quarterly plan

Custom Software

Dashboards, internal tools, automations, and integrations tailored to your workflow.

Request consult

SaaS Solutions

Modern systems for schools and healthcare operations—secure, scalable, and easy to use.

Request demo

AI + SEO

AI workflows, analytics, and technical SEO that improves efficiency and lead flow.

Explore options

Trust built through repeatable process

When your books are clean monthly, tax season becomes a formality. Our workflows standardize inputs, reconcile fast, and produce reporting you can act on.

10+
DoorDash clients supported
$1,847
Avg savings (typical)
98%
On-time filings
5 days
Avg monthly close
Secure intake • Documentation-first • Monthly close • Tax-ready summaries
Client feedback

“I finally understood where my money was going. The monthly reports were clean, and filing was fast because everything was already organized.”

— Schedule C client, Newark NJ

Audit-friendly organization
We standardize categories, keep source docs organized, and produce defensible summaries.

Tax season countdown

47 days until the filing deadline. Start bookkeeping now for priority turnaround and a clean year-end package.

Case study: DoorDash driver

$20k earned → ~$4k taxable after documented deductions. We organized deposits, tracked mileage, categorized platform fees, and standardized receipts—so the return was optimized and defensible.

Pricing

Simple packages with a clear path to recurring ops support.

Starter

$97
Per return
  • Gig worker / Schedule C filing
  • Deduction checklist
  • E-file + confirmation
Start tax filing

Most Popular

Most popular
$197
Per month
  • Monthly bookkeeping + reconciliation
  • Monthly P&L + cashflow snapshot
  • Year-end tax-ready package
Start monthly

Scale

Quarterly
Compliance + planning
  • Quarterly estimates + reminders
  • Compliance calendar + document system
  • Optimization review
Get quarterly plan
Want software + ops automation bundled? Request a consult.

Ready to simplify your operations?

Start bookkeeping now, add quarterly planning, and file your return without chaos.

Get tax-ready with monthly bookkeeping
Clean monthly close → easy filing → better decisions.