Go Paperless · Bookkeeping · Tax Prep · AI/Automation
Elite Optimization takes the pile of receipts, forms, and statements and turns it into a labeled digital record — sorted, scanned, and organized — that makes filing your tax return fast and accurate. Bookkeeping services and simple systems then keep your personal and business documents organized year-round, so next tax season is a breeze.
The path from paperwork to filed
Each service stands alone, or moves straight into the next — most customers start with Go Paperless in the fall and are tax-ready before January.
$225 flat
A focused, roughly 3-hour in-person session: sort what's piled up, purge what you don't need, and scan what's worth keeping — tax records, household and personal documents alike — into a simple digital filing system you'll actually keep using.
from $250
Every tax-relevant document scanned into a labeled digital binder alongside your finished return — priced by document volume. Delivered on an encrypted drive or to your own cloud storage.
from $185
Federal + Arizona individual returns, e-filed directly. Business and more complex returns quoted after a short consult; anything outside scope goes to a trusted partner CPA/EA.
Tax-Ready Package
More documents and more complexity take more time to scan, label, and cross-check against the return — so pricing scales with volume, not guesswork.
| Tier | Price | Best for |
|---|---|---|
| Simple | $250 | W-2s, SSA-1099, light paperwork |
| Moderate | $325 | Multiple 1099s, itemized deductions |
| Complex | $400 | Schedule C / rental income, heavier document volume |
Why work with me
“Whether you're short on time, tired of fighting the technology, or just want the stress gone — I've spent thirty years building customer-facing systems for financial, government, and healthcare organizations, and sixteen of those refining a paperless system that gets my own taxes done in under two hours. Your data will be protected and accurate. I'd like to set it up for you.” — Sheri Palmer, Founder
Get started
Tell me a little about what you need and I'll follow up to schedule a free 15-minute discovery call. No obligation, no pressure — just a conversation about what would actually help.