Numbers with heart. CARE: Consulting • Accounting • Resources • Empathy.
Book a ConsultOur Services
Numbers with heart. We combine professional expertise with a personal touch — delivering clear, compliant, and compassionate support for individuals, families, and small businesses.
What We Do
Choose the service that fits your next step. Each includes thoughtful guidance and year‑round support.
File with confidence. Plan with purpose.
Personalized tax preparation for individuals and businesses, plus proactive planning to reduce surprises and keep more of what you earn. E‑file and direct deposit always included.
Clean books. Clear insight.
Monthly reconciliations, financial statements, and payroll made simple. We set up or clean up QuickBooks, manage cash flow, and provide the reports you need to make confident decisions.
Certified, careful, and convenient.
As an IRS‑Certified Acceptance Agent, we help with new ITINs and renewals — verifying identity in person so you don’t mail originals. Family bundles available.
Professional and prompt.
Mobile and in‑office notarization for affidavits, real estate, financial, and business documents. Clear ID requirements, respectful service.
Financial learning that sticks.
Live and on‑demand sessions on budgeting, QuickBooks, small‑business compliance, and retirement basics. Practical tools you can use right away.
Organized, secure, and thoughtful.
Help gathering statements, organizing records, and preparing supportive summaries for attorneys or advisors — especially helpful for families and seniors.
Value Bundles
Save time and money with curated packages designed for real‑life needs.
Startup Essentials
Entity setup guidance, initial bookkeeping, first‑year tax prep, and compliance checklists to launch with confidence.
Family Tax & CAA
Annual 1040 filing plus ITIN new/renewal support, child credits review, and refund tracking setup.
Books & Payroll
Monthly reconciliations, quarterly reviews, payroll setup/processing, and year‑end tax package for your CPA or for filing with us.
Frequently Asked Questions
Do you work with QuickBooks Online?
Yes. We set up, clean up, and maintain QuickBooks Online, including bank feeds, monthly closes, and reporting.
Can services be fully remote?
Absolutely. Tax and bookkeeping are available via our secure client portal. Notary and CAA require in‑person identity verification by appointment.
Do you offer payment plans or bundles?
Yes. We offer transparent pricing, value bundles, and flexible payment options for qualifying services.
Ready to get started? Tell us what you need help with, and we’ll recommend the right package.
Book a Consult