Tax Prep
Minimum Investment $600.00

1040

  • Individual Tax Return

Tax Prep
Minimum Investment $1,300.00

1120

  • Corporation Tax Return

Tax Prep
Minimum Investment $1,300.00

1120S

  • S-Corporation Tax Return

Tax Prep
Minimum Investment $1,300.00

1065

  • Partnership Tax Return

Tax Prep
Minimum Investment $2,000.00

1041

  • Trust Tax Return

Tax Prep
Minimum Investment $700.00

709

  • Gift Tax Return

Entity Type Analysis

Minimum Investment $1,000.00

  • Evaluates the most tax-efficient business structure for an individual or company, weighing options like LLCs, S-Corps, and partnerships. This assessment ensures optimal tax benefits while aligning with business goals and operations
  • Evaluation of Business Structures: Comprehensive analysis of various entity types such as LLCs, S-Corps, and partnerships.
  • Tax Efficiency Assessment: Identification of the most favorable structure for tax savings and benefits.
  • Alignment with Business Goals: Ensuring the chosen entity type supports the long-term objectives and operations of the business.

Bookkeeping

Minimum Investment $1,200.00

  • Ideal for small businesses and freelancers looking to maintain their financial records.
  • Quarterly transaction recording
  • Bank and credit card reconciliation
  • Quarterly financial statement generation (Balance Sheet & Income Statement)
  • Expense categorization and tracking
  • Access to cloud-based bookkeeping software

Accounting

Minimum Investment $1,350.00

  • Designed for businesses requiring comprehensive accounting solutions, including tax preparations and annual reviews.
  • All features of the Bookkeeping package
  • Annual tax preparation and filing
  • Tax planning and advice
  • Year-end financial statements, including Statement of Cash Flows
  • Depreciation and amortization schedules
  • Asset and liability tracking

Outsourced CFO

Minimum Investment $2,600.00

  • Tailored for growing businesses and enterprises in need of strategic financial planning, forecasting, and detailed financial insights.
  • All features of the Bookkeeping and Accounting packages
  • Financial strategy development and planning
  • Cash flow forecasting and management
  • Budgeting and financial modeling
  • Business performance analysis
  • Financial risk assessment
  • Regular financial meetings and consultations
  • Custom financial reports tailored to business needs