Services
We do not just file taxes. We help build financially fit businesses.
Helping you organize your money, reduce tax stress and build financially strong businesses designed for growth, stability and legacy.
- Virtual-first, serving metro Atlanta and clients nationwide
- Master of Science in Accounting · QuickBooks ProAdvisor Level 1
- Secure Client Portal for documents, signatures and payments
- Year-round support, not just tax season
Six services. One firm.
Each service stands on its own, and each one is built to hand off to the next.
Bookkeeping
Monthly, catch-up and cleanup bookkeeping in QuickBooks Online, with a review layer that explains what the numbers mean.
Who it is for. Business owners who want every month closed, reconciled and explained.
Typically starts with a diagnostic review of your books.
Tax Preparation
Individual returns including self-employment, rental and investment activity. Prior-year, amended and late returns handled with care.
Who it is for. Individuals and households, including side income, rentals and investments.
Typically starts with an engagement letter and your secure portal.
Tax Strategy
Forward-looking planning with a written Tax Savings Roadmap and quarterly follow-through.
Who it is for. Self-employed people, business owners, real estate investors and households with several income sources.
Typically starts with a tax projection of where this year is heading.
QuickBooks & Financial Systems
Setup, cleanup and training so your software finally works for you.
Who it is for. Anyone whose QuickBooks was installed but never set up, or set up and never trusted.
Typically starts with a 30-minute look at your file.
Business Formation & Setup
Georgia LLC filing support, EIN, registrations and the financial systems a new business needs.
Who it is for. New entrepreneurs, side businesses becoming real businesses, and first-time LLC owners.
Typically starts with a structure conversation, not a form.
Advisory
Direction on cash flow, pricing, structure and growth decisions, grounded in your real numbers.
Who it is for. Established businesses that want a second set of eyes on the decisions that matter.
Typically starts with a consultation to scope the questions.
The EZ Financial Fitness Experience
How services fit together
Every service belongs to one of the five steps. That is how a first conversation becomes a plan, and a plan becomes a habit.
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Assess
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Organize
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Strategize
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Strengthen
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Legacy
What we do not do, yet
We prepare individual returns, including business activity reported on Schedules C, D and E. We refer out legal advice, audit representation beyond our authority, and investment management.
We do not currently prepare partnership or S corporation returns. If your situation needs one, we tell you plainly and help you coordinate it.
Honesty about scope is part of the service. It is cheaper than a surprise.
How pricing works
Pricing depends on complexity. Every engagement starts with a written proposal that shows the exact price before any work begins.
The proposal lists what is included, what is not, and when each deliverable arrives. If something changes mid-engagement, the price is quoted again in writing before the work continues.
Before you book
Do you only work with clients in Atlanta?
No. We are based in metro Atlanta and work virtually with clients across Georgia and in other states where we can serve you properly. In-person meetings are available by special request.
Are you a CPA firm?
No. EZ Financial Fitness is not a CPA firm, and our founder is not a certified public accountant. The firm is led by an accountant with a Master of Science in Accounting who is a QuickBooks ProAdvisor Level 1. We prepare individual tax returns, keep books and build tax strategies, and we will tell you plainly when a question belongs with an attorney, a CPA for audited financial statements, or another specialist.
How much does it cost?
It depends on complexity, which is why every engagement starts with a written proposal showing the exact price before any work begins.
Build the Financial Structure Behind Your Legacy.
Book a complimentary 20-minute conversation. No documents and no obligation, and you will leave knowing your next step.