Services & prices
Storefront record sorting with clear prices.
Every package produces organization, labels, and open-question notes. The desk does not file returns, sign tax forms, choose tax treatment, or represent clients before an agency.
| Freelancer intake sort | Receipts, 1099s, mileage notes, and app exports become a clear starting index. | $79 |
|---|---|---|
| Quarter packet reset | One quarter of records is grouped with missing-item notes and plain labels. | $129 |
| Annual handoff packet | A full-year record map is arranged for a qualified tax professional to evaluate. | $229 |
| Expense category clean-up | Vendor names, dates, and uncertain categories are separated so judgment calls stay visible. | $149 |
| Payment-app reconciliation note | Payment platform exports are checked against invoices and bank deposits for handoff clarity. | $119 |
| Solo operator file room | A desk session for freelancers carrying paper records, envelopes, and mixed digital exports. | $189 |
- Included
- Sorting, naming, packet order, missing-item lists, duplicate checks, and plain-English handoff summaries.
- Not included
- Tax advice, legal advice, bookkeeping certification, return preparation, audit representation, refund estimates, or credential claims.
- Good fit
- Freelancers with mixed receipts, payment-app exports, invoices, and partial bank records.
- Poor fit
- Anyone seeking filing, aggressive positions, investment advice, payroll operation, or licensed representation.