Jessica Gonzalez, CPA, PC
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Jessica Gonzalez, CPA, PC
Home
About
Pricing
Contact Us
More
  • Home
  • About
  • Pricing
  • Contact Us
  • Home
  • About
  • Pricing
  • Contact Us

tax, bookkeeping, and advisory services

tax, bookkeeping, and advisory services tax, bookkeeping, and advisory services tax, bookkeeping, and advisory services

TAX CENTERED AROUND FINANCIAL WELL-BEING

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Your Trusted Partner in Small Business Finances

 Whether you’re a lawyer, realtor, contractor, hairstylist, or tattoo artist, we help service-based business owners take control of their finances and make smarter decisions.  You run your business; we’ll handle the numbers and plan for taxes. Experience the peace of mind that comes with a trusted CPA partner.


Find out more

Expert Accounting Services

Tax Preparation

Whether you’re an individual or a business owner, we’re here to help — from simple returns to complex planning. We identify deductions, plan estimated payments, and build strategies that reduce taxes and improve cash flow. Whether you just need accurate filing or want to take a deeper dive into tax strategy — including cost segregation studies and other advanced opportunities — we can tackle it all with precision and care. 

Bookkeeping Services

Whether you need someone to handle your bookkeeping or want to learn how to do it yourself, we can help. We’ll teach you how to keep your books accurate and organized — or manage them for you — so you always have clear financials and peace of mind come tax time. 

Advisory Services

Our advisory services are designed to help you make smarter financial decisions with taxes in mind. From planning for retirement or education savings to maximizing after-tax distributions based on your income brackets, we’ll help you see the full picture. Whatever the scenario, we provide clarity and guidance so you can make informed choices for your financial future.

Pricing

Our Onboarding Process

1. Intro Call

2. Secure Document Upload (SmartVault)

2. Secure Document Upload (SmartVault)

 We start with a quick phone call to understand your needs and confirm how we can support you. 

2. Secure Document Upload (SmartVault)

2. Secure Document Upload (SmartVault)

2. Secure Document Upload (SmartVault)

 You’ll receive access to your SmartVault client portal, an IRS-compliant, bank-level encrypted system designed to keep your documents fully secure. Upload your prior-year tax return so we can prepare an accurate estimate. 

3. Meet & Review

2. Secure Document Upload (SmartVault)

4. Proposal & Pricing

 Once your documents are uploaded, we’ll schedule a 30–60 minute Teams meeting to review your goals and get to know each other. 

4. Proposal & Pricing

4. Proposal & Pricing

4. Proposal & Pricing

 You’ll receive a clear proposal with a fixed price. If the scope of the work changes, we’ll always provide an updated proposal before beginning any new work. 

5. Getting Started

4. Proposal & Pricing

5. Getting Started

 If you approve the proposal, we collect 50% upfront and the remaining 50% once the work is complete. 

6. No Pressure

4. Proposal & Pricing

5. Getting Started

 If you choose not to move forward, we simply close your SmartVault portal and permanently delete any documents you uploaded. 

Let's find out if we are a good fit!

Multiple ways to get a hold of us:
Book a 15-minute phone callNew Indivudal Intake FormNew Business Intake FormGive us a call

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