Let Us Help Clean Up Your Business Taxes
Monthly Accounting Packages
Essential Accounting
For those just starting out
Quarterly Accounting & Bookkeeping
Annual Proactive Tax Planning Meeting
Quickbooks Online (optional)
Strategic Planning
24/7 Secure Portal Access
Classic Accounting
Our most popular option
Monthly Accounting & Bookkeeping
Bi-annual Proactive Tax Planning Meeting
Limited Consultation, by phone or email
Quickbooks Online (optional)
Strategic Planning
24/7 Secure Portal Access
Audit Representation for business
Bespoke Accounting
For those who want it all
Monthly Accounting & Bookkeeping
Quarterly Proactive Tax Planning Meetings, or by request
Unlimited Consultation, by phone or email
Quickbooks Online (included if needed)
Strategic Planning
24/7 Secure Portal Access
Audit Representation for business and personal
All packages are a fixed monthly fee determined by the business complexity and monthly transaction volume. At the free consultation, we offer you our list of services and a monthly or quarterly price. You are welcome to take it with you and think it over or sign up at the meeting.
Business &Personal Tax Returns
Schedule a meeting below, bring us your prior year returns and current year data. We will review your tax information, get some background information and make sure we have everything we need. If the IRS contacts you, we will represent you.