ACCOUNTING TAX AND PLANNING SERVICES
CPA Services for Businesses and Individuals
Bookkeeping, tax returns, tax planning, retirement tax questions, and IRS notices, from a CPA and former IRS Revenue Agent. Every service has a published starting price, and you know the fixed fee before work begins.
- Former IRS Revenue Agent
- Texas-licensed CPA
- QuickBooks ProAdvisor
- Military families welcome
- Rated 5.0 on Google
- English and Spanish
Start With Your Situation
I Got an IRS Letter
Start with a flat $250 notice review, completed within 3–5 business days.
I’m Behind on My Books
Catch up, then stay current with monthly bookkeeping from $500 per month.
I Owe More Than I Expected
A planning session from $600 projects your taxes and sets estimated payments.
I Have an S Corporation
Entity and owner returns together, plus a reasonable compensation report, from $3,000.
I’m Retiring or Considering a Roth Conversion
A multi-year Roth conversion analysis starts at $1,200.
I Just Need My Return Done
Individual returns from $500; with a Schedule C from $1,200.
All Services
Monthly Bookkeeping
Accounts reconciled in QuickBooks Online and books closed by the 15th of the following month. From $500 per month.
Small Business Tax Preparation
Business returns prepared to claim what you are entitled to and to hold up if the IRS asks. Schedule C returns from $1,200, including your 1040.
Individual Tax Preparation
Form 1040 and your state returns, with CPA review and a clear explanation before filing. From $500.
S Corporation and Partnership Tax Services
An entity return and K-1s, one or two owner returns, a reasonable compensation report for S corporations, and a strategy meeting. Package from $3,000.
Year-Round Tax Planning
A current-year projection, a planning meeting, and a written action list before year end. Sessions from $600.
Retirement Tax Planning
Multi-year modeling of Roth conversions, withdrawals, Social Security, and Medicare premium effects. Roth conversion analysis from $1,200.
IRS Notice Assistance
Understand what the IRS is asking, then get a response or representation from a former IRS Revenue Agent. First review $250, in 3–5 business days.
What Clients Say
Jessica is rated 5.0 on Google. These reviews are shown as written; you can read every review on her Google Business Profile.
5 out of 5 stars
“Found Jessica online, and so glad I did. She’s really supported my small business, even helping me transition from an LLC to an S-Corp. She’s always communicative and professional, and gives so much more of a personable experience than large firms. She has vast knowledge and even worked for the IRS. She knows her stuff. Highly recommend.”
Cat T. · Google review
5 out of 5 stars
“My taxes were a bit of mess when I found Jessica. Since working with her, I’ve felt so confident about how everything is structured now. I have an LLC S-corp so it’s not a easy task to get it straightened out but she managed it with ease. I can’t recommend her enough!”
Brayan H. · Google review
5 out of 5 stars
“I highly recommend Jessica if you’re looking for a CPA. I went into the process with zero knowledge about taxes, and she made everything feel manageable. She’s incredibly helpful, patient, and knowledgeable, and you can tell she genuinely cares about doing things the right way for her clients. She really takes pride in her work and makes sure you’re set up in the best way possible.”
Aleena L. · Google review
PRICING
Starting Prices at a Glance
- Individual tax return: from $500
- Individual return with Schedule C: from $1,200
- S corporation and partnership package: from $3,000
- Monthly bookkeeping: from $500 per month
- Tax planning session: from $600
- Roth conversion analysis: from $1,200
- First IRS notice review: $250
You receive a fixed fee in writing before any work begins.
How to Begin
Book a Fit Call
Book a free 15-minute call. Share what you need and your nearest deadline.
Provide Limited Information Securely
If it looks like a fit, Jessica will tell you which records she needs and how to upload them through SmartVault.
Get Your Fixed Fee
You receive a fixed fee and a written scope, and work begins once you accept.
READY TO TALK
Start With a 15-Minute Fit Call
Tell Jessica what you need and when you need it. The complimentary 15-minute call helps determine whether the work fits the firm’s services and schedule. If it does, Jessica will explain the secure next step and prepare a written proposal.
Please do not send tax returns, Social Security numbers, employer identification numbers, bank statements, payroll records, IRS notices, or other confidential documents through the public website form or regular email.