Clear pricing.
No surprises.
We believe in upfront, transparent pricing. Everything is clearly scoped before we begin any work, so you always know exactly what you're paying for.
Tax Advisory Services
Proactive, year-round tax advisory and support.
Solo
Stop overpaying the IRS by planning ahead with a real tax strategy.
Tax Advisory
- Annual Tax Advisory MeetingAnnual Tax Advisory Meeting
- Individual Tax PlanIndividual Tax Plan
- S Corp Readiness ReviewS Corp Readiness Review
Tax Preparation
Support
- Tax Notice AssistanceTax Notice Assistance
- Year-Round CPA AccessYear-Round CPA Access
Strategic
Maximize your S Corp tax savings with year-round advisory and compliance.
Formation
- S Corp Election Filing & SetupS Corp Election Filing & Setup
- Payroll Account Setup AssistancePayroll Account Setup Assistance
Tax Advisory
- Semi-Annual Tax Advisory MeetingsSemi-Annual Tax Advisory Meetings
- Individual Tax PlanIndividual Tax Plan
- Business Tax PlanBusiness Tax Plan
- Passthrough Entity Tax PlanPassthrough Entity Tax Plan
Payroll
Tax Preparation
Support
- Tax Notice CorrespondenceTax Notice Correspondence
- Year-Round CPA AccessYear-Round CPA Access
Executive
Offload your back-office with advisory, bookkeeping & premium support.
Monthly Bookkeeping
- Chart of Accounts OptimizationChart of Accounts Optimization
- Categorization & ReconciliationCategorization & Reconciliation
- Monthly Financial ReportingMonthly Financial Reporting
- Year-End Book ClosingYear-End Book Closing
- 1099 Contractor Filings1099 Contractor Filings
Premium Support
- Priority Same-Day ResponsePriority Same-Day Response
- Direct Coordination with your Financial Advisor or LenderDirect Coordination with your Financial Advisor or Lender
A La Carte Services
Individual services available outside of our comprehensive advisory plans.
Bookkeeping
Clean, accurate books so you always know where your business stands.
QuickBooks Account Setup
Chart of accounts setup & optimization.
Monthly Bookkeeping
Quarterly Bookkeeping
Bookkeeping Cleanup
Ready to get started?
Schedule a free consultation to discuss your business needs and see which services are right for you.
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