Minimize Taxes.
Eliminate Stress.
100% Virtual.
Most people overpay the IRS because they don't have a plan. We build one — bookkeeping, tax planning, and filing, all in one place.
Hi, I'm Joseph.
Most tax preparers just file your return and move on. I built Civita to do more — real bookkeeping, real tax strategy, and a plan built around your business. My goal is simple: help you keep more of what you earn.
100% virtual. You never have to leave home or the job site for a meeting.
Built for Modern Small Businesses.
We work with plumbers, electricians, HVAC contractors, and other trades businesses. Pick the plan that fits your business today.
Essential Bookkeeping
- Monthly bank and card reconciliation
- Expense categorization with bank rules
- Monthly financial statements, delivered as an easy-to-read snapshot
Best for 1099 contractors and sole proprietors who need clean, accurate books without the extra analysis.
Growth Bookkeeping
- Everything in Essential Bookkeeping
- Entity structure guidance
- Quarterly performance review — how you're trending and what it means
- Cash flow forecasting
- 1099 prep, filing, and W-9 collection support
- Loan and asset tracking
Best for growing businesses that need to understand their numbers, not just record them.
Full-Service Bookkeeping & Accounting
- Everything in Growth Bookkeeping
- Custom reports and KPI dashboards
- Quarterly tax estimate calculations
- Continuous messenger support, with responses within one business day
- Monthly Loom video walkthrough of your numbers
- 60-minute quarterly strategy meeting
- IRS-ready books, prepared for your tax return
Best for established businesses that want ongoing, proactive guidance built into the relationship.
Behind on your books? Catch-up and cleanup work is available as an add-on service, priced based on complexity — no two catch-ups look the same. Get in touch for a quote. See full pricing & FAQ →
Every Return, Done Right.
Generalist preparers miss things that cost you money. We handle S-Corps, self-employment, multi-state filing, employee stock compensation (RSUs), and crypto.
Included with every return: accurate, on-time filing and a review of your prior year for missed deductions.
Individual
Your personal return, filed and checked for errors.
Sole Proprietor
Your Schedule C return, plus a review of income and expenses.
S-Corp
Your S-Corp return, including K-1s for shareholders.
Get Your Estimate
Answer a few quick questions and get an instant estimate. No phone call needed.
Start Your Estimate →Priced per return, not a monthly plan. Prices are federal starting points — state returns and extra forms cost more. Get an instant estimate or see full pricing & FAQ →
Three Simple Steps.
Complete a Quick Intake
Tell us about your business. A short form, 10 minutes.
Book Your Free Consultation
We review your numbers on a call and build your plan — honest pricing, no pressure.
We Handle the Rest
We manage your books and taxes — 100% virtual.
Real Results. Real Peace of Mind.
Let's Talk.
Every business is different. One quick call tells us if we're a fit.
Book a Free Consultation