OUR SERVICES
How We Work. We Keep It Simple.
$149 per month.
For the small business owner that needs basic accounting support and tax planning. Designed for businesses under $400K of revenue. Our Basic Package gives you full access to our dedicated team.
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Monthly accounting with quarterly reporting
Bi-Annual meetings for tax planning, consulting, business assistance
Real-time access to our team
Tax preparation for personal and business returns (up to 2 business entities)
Entity setup and structuring
$299 per month
Designed for business owners with revenues up to $15M. Our Full Service Package provides dedicated support and access to our team.
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Bookkeeping Services with financial reporting monthly
Quarterly meetings for tax planning, consulting, business assistance
Real-time access to our team
Tax preparation for personal and business returns (up to 5 business entities)
Entity setup and structuring
(Fees vary)
We offer tax preparation without all the extra support. Depending on your needs, we can customize our work and create a fixed fee arrangement.
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Tax return preparation and e-filing
Project-based consulting
Entity setup
Compliance
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