Our Services

Our Services

What Service We Offer

We specialize in providing personalized and professional tax and accounting solutions.
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Tax Preparation and Planning

Whether you're an individual or a business, we offer expert tax preparation and strategic planning to minimize liabilities and maximize refunds. Stay compliant and make the most of your financial situation with our customized tax strategies.

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Accounting and Bookkeeping

Keep your financial records accurate and up-to-date with
our professional accounting and bookkeeping services.
We manage your books, so you can focus on growing
your business.

Packages

Tax and Accounting Service

List of Services

Document Mgmt

Bookkeeping

Individual Tax Returns

Business Tax Returns

1099 Reporting

Sales and Use Tax Returns

Single Member Payroll/Payment Mgmt

Audit Protection

Payroll up to 2 Employees

Payroll up to 4 Employees

Straight Line Budget

Budget vs Actual Report

Annual Tax Estimate

Bi-Annual Tax Estimate

Tax Planning

Monthly Call/Consultation

Cash Flow Management

Projections

Modified Monthly Budget

Budget vs Actual Analysis

Quarterly Tax Estimates

Quarterly Call/Consultation

Unlimited Calls/Consultations

Monthly Fee

Bronze
Great for owners operating
a side hustles and wish
to avoid the mad dash
at year-end by being organized
year round.

$299.00

Silver
A standard fit for
businesses that are
owner operated as they offer
a payroll and payment mgmt solution in
addition to ensuring compliance
at the federal and state level.

$599.00

Gold
Great for businesses that are in
the process of scaling and are encountering tax
and accounting challenges as
this package includes key functions
such as tax planning, monthly consultations,
tax estimates and monthly financial
reporting designed specifically
to ensure that management
has the information necessary
to make key decisions

$999.00

Diamond
Exceptional service as it is uniquely
designed to provide CFO level
support to analyze data and
implement strategy going forward.
This package offers all of the services
included within the Platinum package
while also including
financial projections, financial
analysis, cash flow
management, unlimited
calls/consultations, and an
additional 2 tax estimates
per year to ensure
provide more accuracy for
estimated tax payments.

$1,499.00

Make Appointment

Needs Professional Accountant & Tax Service? Contact Us

Seeking expert accounting and tax services? Look no further!
Our dedicated team offers tailored financial solutions to support your success.
Our Process

Our Working Process

Our streamlined process ensures efficiency and accuracy in handling your financial needs.

Make An Appointment

Book an appointment to begin your tailored financial journey with us.

Meet Our Accountant

Meet with our experienced accountant to discuss your financial objectives and challenges.

Your Problem Solved

Watch your financial challenges dissolve as our expert team implements tailored solutions designed just for you.

Ready to Take Control of Your Finances?

We’re dedicated to helping you achieve financial clarity and success. Whether you’re an individual looking for expert tax preparation or a business in need of comprehensive accounting solutions.

Our Pricing

Choose The Best Pricing For You

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Personal Plan

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$44.9/Month

Business Plan

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$69.9/Month

Enterprise Plan

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$90.9/Month