Inquire about our discounted bundles for bookkeeping services that include both tax assistance and full-charge bookkeeping, tailored for effective financial management.
Inquire about our discounted bundles for bookkeeping services that include both tax assistance and full-charge bookkeeping, tailored for effective financial management.
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Aeona provides a comprehensive suite of accounting and advisory services, including tax preparation, bookkeeping, financial planning, IRS representation, and business consulting.
Our tax clients value personalized, hands-on support tailored to their unique situations. They may be employees or self-employed, often with multiple income sources such as businesses, rental properties, or multi-state tax obligations. Many of our clients face circumstances similar to yours, and we’re equipped to guide them with clarity and care.
Our bookkeeping services are designed for small and micro businesses that need more than basic data entry. We step in wherever support is needed—from categorizing bank transactions and recording complex journal entries to producing accurate managerial financial statements. While some clients already handle day-to-day entries internally, they rely on us for higher-level accounting expertise to ensure their financial reporting is accurate, timely, and fully aligned with their tax strategy.
Our fees depend on the type of service and the complexity of your situation. We believe in transparent, competitive pricing and are happy to provide a free, no-obligation quote before any work begins.
We specialize in clients whose needs go beyond basic tax filings. While large national firms often offer very low prices for simple returns by processing high volumes, that’s not the model we follow. Instead, we focus on delivering personalized, high-touch service and thoughtful guidance.
Our clients are employees, self-employed individuals, and business owners who often have multiple income sources, such as businesses, rental properties, or multi-state tax obligations. If that sounds like you, our services are designed to provide the attention and expertise your situation deserves.
A typical onboarding experience for a new tax client at Aeona is designed to be clear, secure, and convenient from start to finish.
It begins with an initial Zoom consultation, where we take time to understand your situation, goals, and any concerns. This conversation allows us to ask the right questions, identify potential complexities, and recommend the services that best fit your needs.
After the call, you receive a customized online proposal that outlines the scope of services and presents clear options. You can review the proposal at your own pace, request changes, and ask questions before moving forward. We want you to feel fully confident in what you’re agreeing to.
Once you approve and sign the proposal, we set you up with your own private, SOC 2–compliant client portal. This secure platform protects your sensitive information and becomes your central hub for document sharing, messaging, and ongoing collaboration.
From there, you’ll complete our intelligent online organizer. This guided questionnaire helps us gather all the necessary details about your income, deductions, business activities, and life changes, while also prompting you to securely upload relevant documents. It streamlines the process, reduces back-and-forth, and helps ensure nothing important is missed.
The result is an onboarding experience that is professional, efficient, and built around your privacy and convenience.
We encourage you to work with a qualified tax professional rather than trying to navigate everything on your own. Tax rules can be complicated and change often, and many valuable credits come with detailed eligibility requirements. A tax pro can walk you through your options, explain what applies to your situation, and help you make informed decisions.
For example, a young adult assumed she would qualify for the Child Tax Credit, Head of Household filing status, and the American Opportunity Tax Credit. While she didn’t meet the requirements, our guidance helped her family realize that her mother could claim some of those benefits instead.
Situations like this are more common than you might think. A knowledgeable tax professional can uncover opportunities, prevent costly mistakes, and give you peace of mind—often in ways you may not even realize are possible.