Virtual Accounting.

Real Relationships.

You deserve an accounting partner who stays aligned with your goals year-round.

At Align Accounting, we combine modern virtual tools with real relationships because good accounting starts with understanding people.

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  • Tax Preparation & Compliance

    Tax return filings for individuals and businesses. We handle the details so you can move through tax season with peace of mind.

  • Tax Strategy & Planning

    Proactive planning built around your goals. From quarterly reviews to year-end strategy, we help you make informed, tax-smart choices all year long.

  • Bookkeeping & Financial Statements

    Reliable bookkeeping that keeps your records clean and your decisions informed. We maintain the numbers so you can stay focused on the work that matters most.

  • Advisory and Partnership

    Ongoing support that feels like collaboration, not transactions. From startup to growth stage, we provide tailored guidance and training to help you manage your business.

Pricing

Schedule a Quote

  • For individuals and business owners who want their taxes handled smoothly and with care.

    • Secure document collection and storage

    • Professional preparation and electronic filing

    • Clear summary of your return (report, video, or short call)

    • Review of IRS or state notices with next-step guidance

    • Additional services to be billed separately.

    Prices start at $500 for individuals and $1,250 for entities (due before filing)

  • For steady, year-round support instead of a once-a-year rush.

    Includes everything in File, plus:

    • Year-end tax strategy session

    • Guidance for tax-related questions as they arise

    • Response to basic IRS or state notices

    Starting at $800 for individuals with quarterly billing options available.

  • For small business owners who want reliable books and seamless tax preparation.

    Included everything in File, plus:

    • Periodic catch-up bookkeeping

    • Annual financial summary conference

    • 1099 Preparation

  • For business owners who want ongoing tax support.

    Includes everything in Grow and Plan, plus:

    • Regular bookkeeping support

    • Quarterly or semi-annual financial summary conference

  • Extra help whenever you need it

    Possible Add-Ons include:

    • Catch-up bookkeeping

    • 1099 preparation

    • Entity selection and start up consultation

    • Tax resolution

    • Litigation Support

All services are performed in accordance with professional standards and do not constitute audit, review, or attestation engagements as defined by the AICPA

Casey Johnson, CPA

I’ve worked in public accounting for more than ten years, at firms of different sizes. What’s stood out to me isn’t the complexity of the work. It’s the relationships. The most fulfilling part of this career has always been helping real people make sense of their numbers and feel confident running their businesses.

I started Align Accounting because I wanted to work differently. My goal is to blend virtual systems with genuine connection and practical guidance.

I graduated from the University of Oklahoma and later earned my CPA license in 2019. I live in Oklahoma with my husband and our two kids, who keep life both busy and fun.

Good work starts with clear expectations and mutual trust.

Learn more about what it’s like working together.

Visit Our Collaboration Guide