Get one thing handled right now: a tax return, a bookkeeping cleanup, or coaching through a big money decision. Or bring it all together with an ongoing, year-round partnership. Either way, you're covered.
Most people who come to Groundwork start here: a specific problem, done right, once.
Individual and business returns, prepared and filed correctly the first time.
Get a messy or behind-on set of books caught up, reconciled, and organized.
Figure out if an S-corp actually makes sense for you, then handle the election and setup.
One focused session to work through a specific tax question or decision.
Quarterly estimate calculations, so you're not guessing what to send the IRS.
Get a tool like Monarch set up and dialed in, so you always know exactly where your money's going.
One-on-one coaching through a big money decision or life change: no investment advice, just clear thinking. More on coaching →
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Most tax preparers stop at the return. Groundwork doesn't. Financial coaching is a core part of what we do, not an add-on: real budgeting systems, real conversations about the big decisions, and someone in your corner who actually knows your numbers.
Book a Coaching Session →We set up and dial in tools like Monarch, so you can actually see where your money's going, in real time.
Buying a home, having a kid, changing careers, selling a business: we help you think it through, not just file paperwork around it.
Real goals, tracked and revisited, not a one-time conversation you forget about.
Savings priorities, debt payoff, and spending decisions, all without an investment pitch.
You're growing your business and want to make confident decisions about taxes, cash flow, and your future.
You're acquiring, managing, and scaling properties. We help you plan around depreciation, entities, and cash reserves.
You're earning more and want a clear plan for taxes, retirement contributions, and everything ahead.
An ongoing, year-round partnership: one relationship covering your taxes, your business, and your financial coaching together, all year. Here's how it works.
We connect your taxes, your business, and your goals, so every decision you make today supports where you're trying to go.
Learn Our Approach →Year-round tax strategy, projections, and quarterly estimates so there are no surprises.
Budgeting, cash flow, and coaching through major money decisions and life changes, without the investment pitch.
Entity structure, compensation, profitability, and growth planning.
Solo 401(k), SEP, or SIMPLE IRA: which structure fits, contribution limits, and the tax savings each one creates.
Your individual return and business filings, handled as part of the relationship.
Questions don't wait for tax season. Neither do we.
Tax return, annual plan, goal-setting, and current-year projections.
Business performance, cash flow, and estimated taxes. Adjust and stay on track.
Retirement plan contributions, entity decisions, and estimated taxes.
Year-end tax planning, retirement contributions, and next year's roadmap.
Groundwork relationships are structured as a 12-month engagement, billed monthly. Your fee is based on the complexity of your tax and business situation, not how often you ask a question.
See how pricing works →No. Most people start with a single one-time service: a return, a bookkeeping cleanup, an S-corp setup, or just one advisory call. The Groundwork Year is there if you ever want an ongoing partner, but it's completely optional.
Not at all, you can book a one-time service any time of year. And if you go with The Groundwork Year, that's built to be a year-round relationship: quarterly meetings, planning ahead of deadlines, and support whenever a decision comes up, not just in April.
No. We offer financial coaching (budgeting, cash flow, setting up tools like Monarch, and working through big money decisions) alongside tax planning and business strategy, but we're not investment managers and won't pitch you products.
One-time services are priced individually, you'll see starting prices listed with each one. The Groundwork Year works differently: your fee depends on the complexity of your tax and business situation, and we scope it during the application and a short call so you'll know your exact monthly fee before committing to anything.
We review your application, and if it looks like a good fit, we'll schedule a short call to talk through your situation, answer questions, and walk through pricing before anything is finalized.
Entrepreneurs and business owners, real estate investors, and people whose income and complexity have outgrown a once-a-year tax appointment and want one advisor connecting the whole picture.
One-time project or year-round plan, either way this is where it starts. We'll follow up by email.