Bookkeeper
Where tax systems meets entrepreneurs, no judgement.
Prisma Tax Group is a judgment-free accounting and tax firm built to make finances simple and no stress for small businesses. We specialize in working with entrepreneurs and creatives, taking the time to actually teach our clients about their taxes and finances. Our approach combines expert tax knowledge with streamlined financial systems delivered with zero jargon. We set clients up to focus on growing their business instead of being overwhelmed about money. From tax preparation and bookkeeping to entity setup and ongoing strategy, our services scale with you. We believe money should be a tool for freedom. And we're real people, not your typical dry accountants! I'm the owner of the firm and while I don't hold formal certifications myself, I lead a team of highly qualified Enrolled Agents (EAs) and CPAs who bring deep expertise to our clients. Our ideal client is someone who wants to work closely with their accountant and understands that investing in expert support now saves time and money later.
Tax Preparation — $500–$2,500 per project: 1x fee - Individual, Business, Multi-State, Late Filings || Tax Planning / Consulting — $300–$10,000 per project: Looking ahead at your income, expenses and business structure to find legal ways to minimize the taxes you owe. This includes S Corp election, customized tax plans, and retirement plans. || Monthly All Inclusive Services — $400–$3,000/month: This services batches your bookkeeping, tax strategy, ongoing consulting and tax filings so you always know where your business stands. It's full service financial care designed to grow with you.
3 packages · $300–$10k per project