Professional Tax Preparation and Compliance
Bookkeeping & Accounting services
Comprehensive Financial Support
What We Do
1. Tax Preparation Services
We can perform returns for Individual (1040), S-Corp, C-Corp, Partnerships, etc...
OPTIONS INCLUDE:
– Federal Returns
– State Returns
– Estimated Tax Calculations
– Filing Status Guidance
– Tax Planning
2. Bookkeeping Services
Efficient and accurate bookkeeping for small businesses.
OPTIONS INCLUDE:
– Accounting Software Setup
– Catch-Up/Cleanup Entries
– Record/Categorize Transactions
– Bank/Credit Card Reconciliation
– Financial Statement Preparation
– Management Reports
– Sales Tax & Compliance Reporting
Individual Tax Preparation Services
Individual
From $250
Individual tax return
– Federal Return (1040)
– Resident State & Local Return
– Secure Client Portal
– Email support
Small Business
From $475
For small businesses that need deeper insight and regular guidance.
– Everything in Individual Plan
– Business Return (Schedule C, SE, etc...)
– Quarterly Tax Estimates
– Fall Tax Planning Meeting
Add-ons
– Additional State Return(s)
– Additional Business Schedules
– Children's Return(s)
– IRS Transcripts
– Priority support / strategy calls
– Tax Representation/Resolutions
– Crypto Transactions
– Capital Gains Transactions
– Letters & Notices Support
Business Tax Preparation Services
Silver Package
From $1,250
Business Income Tax Return
– S Corp, C Corp, or Multi-Member LLC
– Email, Phone, and Video Support
Gold Package
From $3,600 annually or $300 monthly
Taxes & Business Filings:
– Business Income Tax Return
– Individual Income Tax Return
– Quarterly Tax Estimates
Support & Communication:
– Annual Fall Tax Planning & Advisory Meeting with Tax Projection
– Letters and Notices Support
– Year-Round Support Access via Email, Phone and Video
Platinum Package
From $1,000/month + Onboarding: $1,000
Everything in Gold Package
– Monthly Bookkeeping & Accounting
– Quarterly Financial Reports
– Year-end Bookkeeping Clean-up and Adjustments
– QuickBooks Online Setup & Monitoring
– Payroll Setup with Third-Party Provider
– Booking & Monitoring of Payroll from Third-Party Provider
Bookkeeping Services
Silver Package
From $200/month
For freelancers and small businesses who need a solid bookkeeping foundation.
– Monthly financial statements
– Transaction categorization
– Ongoing Email Support
– Quarterly 1 Hour Phone/Video Support
Gold Package
From $350/month
For growing businesses that need deeper insight and regular guidance.
– Everything in Starter Plan
– Quarterly estimated tax preparation
– Sales Tax Preparation (If Applicable)
– Email, Phone, and Video Support
Platinum Package
From $600/month
For established companies ready to fully outsource their bookkeeping.
– Everything in Gold Plan
– Monthly financial review
– Priority support / strategy calls
– Payroll processing
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