Hello, how we can help?

Yes. Our Business Tax Filing service focuses on accurate and timely returns. Before filing, we review financial records and work with you to answer questions and help you understand your tax position.

Yes. We help with straightforward returns and more complex situations involving self-employment income, investments, rental properties, or multiple income sources.

Yes. We assist with the formation of corporations, LLCs, and nonprofit organizations, including preparing and filing the necessary documents.

Yes. We help nonprofits apply for federal and state tax-exempt status, guiding them through the application process and required documentation.

Yes. We can serve as your Registered Agent and help with Statement of Information filings and ongoing compliance requirements, including monitoring deadlines and updating business information.

Not at all. Whether you’re starting from scratch or trying to untangle years of records, we can help you from where you are now.

Yes. We can partner with your existing team to provide high-level advisory, or take over your daily bookkeeping and monthly reporting.

Yes. One-time projects can include audit preparation, financial statement preparation, acquisition due diligence support, inventory valuation and reconciliation, and accounting or ERP system setup.

We record and categorize transactions, reconcile bank and credit card accounts, monitor expenses, and maintain up-to-date financial records with ongoing monthly support.

Our financial reporting includes profit-and-loss statements and cash flow analysis. We also offer financial statement preparation as a one-time project.

Yes. We help individuals with budgeting, expense tracking, savings planning, debt management, and financial organization. You do not need to own a business to work with us.

Yes. Our Financial Planning & Analysis services include budgeting, forecasting, cash flow analysis, financial modeling, and key performance indicator tracking.

Yes. Our Fractional CFO services provide executive-level financial guidance without the cost of a full-time Chief Financial Officer, including financial strategies, budgets, forecasts, and performance analysis.

We work with small businesses and individuals, including start-ups, contractors, trade businesses, nonprofits, e-commerce businesses, and families who want help managing their budgets.

Our services include bookkeeping, accounting clean up, financial reporting, Fractional CFO support, financial planning and analysis, personal finance management, business and personal tax filing, and corporation setup and compliance.

Pricing depends on the size and level of support you need. We’ll give you a clear, transparent quote after our initial conversation—with no hidden fees.

Every client gets direct, one-on-one attention. We listen and take the time to understand your situation before making a recommendation. No judgment, no jargon—just honest guidance.

Contact us using the form on our Contact page, email service@oneupaccounting.com, or call 408 663 0432. Tell us what you need help with, and we can discuss your situation.