Expert                           tailored to creative entrepreneurs and small business owners


tax guidance

I am a CPA dedicated to helping creative entrepreneurs and small business owners navigate the complexities of tax and accounting. I know firsthand how overwhelming it can be to start your own business.

Your expertise and passion lie in what you do, not necessarily in the financial intricacies of running a business. I am here to bridge that gap and give you the guidance and support you need to allow you to focus on what you do best -- bringing your creative vision to life

Hi! I'm Lyndsey

I'm always available to answer any questions that come up throughout the year and will touch base regularly to update you on the status of your tax submissions, remind you of any payments that need to be made, and make sure you're taking advantage of all applicable deductions before the end of the year.

Every business is unique, and so are the financial challenges and opportunities that come with it. I want to work with you to not just complete your tax filings each year but to create a personalized tax strategy aimed at maximizing industry-specific tax deductions and ensuring compliance with IRS regulations. Since becoming a CPA, I have worked with a broad range of individuals and small business owners from wedding photographers and event professionals, to social media content creators all over the country and am well-versed in tax solutions specific to your industry. 

MY APPROACH

We'll start by hopping on a call so I can get to know you and fully understand your process, business model, and the goals you have for your business. This way we can implement the best tax strategies possible.

We'll get into the nitty gritty to make sure everything is set up correctly with your business and books and that previous taxes have been filed correctly. From there, we will make a plan to prepare for the upcoming taxfiling including what deductions to keep track of etc. I am a big proponent of transparent communication. No complex tax jargon–just clear explanations tailored to your business so you can always understand the ‘why’ behind my recommendations.

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LET'S CONNECT

I am a creative person by nature and love spending my free time designing and bringing to life DIY projects in my home, practicing watercolor, calligraphy, and embroidering. I was born and raised in Las Vegas and currently live there with my husband and three kids – Laiken (6), Renton (4), and Taever (0). After completing my Master's in Accounting, I moved to Dallas for a couple years and worked with one of the big four accounting firms. I loved eating my way through the city (desserts in particular) and miss the TexMex and humidity all the time. I genuinely love my job (nerdy, I know). As an introvert, I thrive in my quiet office and love building meaningful relationships with my clients. I look forward to hearing from you so we can work together to ensure your business goals are met with confidence. 

ABOUT ME

Starting at $1925/year

For larger businesses filing as S-corps, C-corps, or partnerships.  Includes:

business income tax returns

Starting at $875/year

If your business is just starting out or in the early growth stage, filing a Form Schedule C on your individual tax return is the way to go. Includes:

individual income tax returns

Tax Services

  • Federal Form 1040  including Schedule C
  • One state return filing
  • Safe-harbor quarterly estimated tax payment vouchers
  • An annual tax planning meeting. 
  • Federal Form 1120-S/1120/1065
  • One business state return filing
  • Federal form 1040
  • One individual state return filing
  • Safe-harbor quarterly estimated tax payment vouchers
  • Reasonable compensation verification for S-corp filers
  • An annual tax planning meeting

Starting at $375/month

  • Initial meeting
  • Setup/cleanup and customization of QuickBooks account (if needed)
  • Quarterly bank and credit card reconciliation
  • Quarterly financial statements
  • Annual contractor 1099 filing
  • Annual tax return filing and everything included with tax services package

Quarterly bookkeeping services to cover all of the fundamental aspects of your financial management. Includes the following:

BOOKKEEPING ESSENTIALS PACKAGe

Starting at $1500 one time fee

One-time setup of a new QuickBooks account or cleanup of an existing one. Includes the following:

quickbooks setup/cleanup

Bookkeeping Services

  • Initial meeting
  • Setup/cleanup and customization of QuickBooks account
  • Six months of bookkeeping

  • Customized financial reports
  • Hands-on tutorial so you feel confident maintaining your account

Starting at $650/month

  • Initial meeting
  • Setup/cleanup and customization of QuickBooks account (if needed)
  • Monthly bank and credit card reconciliation(s)
  • Monthly financial statements
  • Annual contractor 1099 filing
  • Payroll processing through Gusto including annual form W2 filing
  • Semi-annual tax planning meetings
  • Audit support
  • Annual tax return filing and everything included with tax services package

Full service bookkeeping and business support for established business-owners. Includes the following:

bookkeping premium package

Starting at $175/half hour

  • In-depth analysis of your business income and expected growth
  • Overview of personal tax liability and reasonable compensation requirements 
  • Filing of all appropriate forms to complete the conversion if you decide to move forward

One-on-one call to answer any questions or go through any specific tax items that need attention. 

Starting at $1500 one time fee

Wondering when is the right time to convert to an S-corp? This consultation includes the following so you can make the best decision for you and your business.

S-corp consultation

Consulting Services

hourly services

click below for more details and pricing

SERVICES I OFFER:

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CONTACT

CONTACT