Services
Tax
Individual returns start at $200 for a 1040EZ, with most returns between $300-$400. More complex returns (self-employment, rentals, multi-state or significant investments) typically range from $400-$800 depending on complexity and number of schedules.
Personalized federal and state tax preparation with e‑file, year‑round support, and clear explanations of every line.
Bookkeeping
Includes transaction categorization, monthly reports and ongoing support starting at $250 per month.
Full charge bookkeeping starting at $600 per month.
CFO/Advisory Services
Part-time Accounting Manager/CFO: Manage existing accounting staff, budget preparation, financial statement review, account reconciliation, month-end close, internal control review, policy and procedure preparation, federal and state tax reporting, audit assist, work with insurance brokers and attorneys. $75-$100 per hour.

About: Over 30 years experience from staff accountant to CFO, and now a small CPA practice. My passion is working one-on-one with individuals and business owners to help them navigate and understand their finances.
Personal and affordable tax, bookkeeping and CFO services tailored to your unique needs.
Contact Me
Reach out to schedule a complimentary consultation at 760-285-9598.
Bloomington, Indiana

