Complete Accounting Solutions
From tax preparation to ongoing bookkeeping and strategic advisory — everything your business needs to stay compliant and profitable.
Professional Tax Preparation for New Clients
Expert tax filing for all business structures. We handle the complexity so you can focus on growing your business.
Final pricing determined after document review. Includes final review call.
W2 Returns
Standard employee tax returns
Schedule C
Self-employed & sole proprietors
Partnership
Multi-member LLCs & partnerships
S-Corp
S-Corporation tax returns
C-Corp
C-Corporation tax returns
Non-Profit
501(c)(3) organizations
IRS Compliant
100% Accuracy Guaranteed
Monthly Bookkeeping + Tax Strategy
Choose the plan that fits your business needs. All plans include monthly bookkeeping and proactive tax planning.
Basic
- Monthly bookkeeping
- Financial statements
- Bank reconciliation
- Email support
- Quarterly tax estimates
- Tax strategy calls
- Payroll processing
- Sales tax filing
Standard
- Everything in Basic
- Tax strategy session (1/mo)
- Payroll processing
- Sales tax filing
- New EIN/entity setup
- Priority email support
- In-person meetings
- Emergency line
Pro
- Everything in Standard
- Monthly meeting (virtual/in-person)
- Advanced tax planning
- Multi-entity support
- Phone support
- Quarterly strategy reviews
- Weekly calls
- Emergency line
Premium
- Everything in Pro
- Weekly check-in calls
- Emergency support line
- IRS/State notice handling
- Credit & loan letters
- Priority processing
- Dedicated accountant
Quarterly Bookkeeping
Perfect for seasonal businesses or lower transaction volume
Billed $600 every 3 months
+ Tax strategy included
Additional Services
Specialized services to handle specific business needs
Workers' Comp Audits
Annual workers' compensation audit preparation and response
Catch-up Bookkeeping
Get your books up to date — we clean up past months
IRS/State Notices
Professional response to tax authority correspondence
Credit & Loan Letters
Financial statements and letters for lenders
Tax Strategy Sessions
One-time strategic tax planning consultation
Entity Formation
New LLC, S-Corp, or C-Corp setup with EIN