Tax Services
We offer tax preparation and filing services for individuals, families, and business owners. Our process is designed to uncover opportunities, accurately prepare your taxes and explain the factors that determine your tax return.
- All tax returns will be reviewed by a senior tax professional
- Service includes a previous year tax return analysis
- Includes a virtual delivery meeting to walk through the tax return
- nitial 30 minute consultation complementary
Accounting Services
We offer financial analysis, management and strategy for business owners. Our various packages allow you to decide which services you need and how often you need to check in.
- Fees are paid monthly or quarterly via ACH
- First 2 months are due at signing
ESSENTIALS
PACKAGE
Starting at $250
QUARTERLY
Touchpoints
Business Entity Structure Set-up & Analysis
Accounting Software Setup
Quarterly Tax Payment
BOOKKEEPING
PACKAGE
$500 | Month
MONTHLY
Touchpoints
All from Essential
Package, PLUS:
Package, PLUS:
Bank and Credit Card Reconciliation
Business Tax Preparation & Filing
ELITE CPA
PACKAGE
$1,000 | Month
MONTHLY
Touchpoints
All from Bookkeeping
Package, PLUS:
Package, PLUS:
Personal Tax Preparation & Filing
Business Budget & Projections
Quarterly & Year-End Financial Position Reporting
ELITE CFO
PACKAGE
Custom
WEEKLY
Touchpoints
All from ELITE CPA
Package, PLUS:
Package, PLUS:
Year-End Finalizing
Annual Financial Strategy & Implementation
Capital Financing Strategy & Implementation
*Inventory Management Analysis