Comprehensive Services from Startup Formation to Ongoing Financial Success

Complete Tax & Business Solutions

Choose Your Service Package

Our Packages

Individual Tax Prep

Includes: Individual Tax Returns, Schedule C, Schedule E, Itemized Deductions, Capital Gains, Trust & Estate

Requirements:

Formal bookkeeping

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Small Business Full Service

Includes: Bookkeeping, Payroll, Tax Prep, Tax Planning, Advisory, Financial Statements, Bill Pay, Sales Tax

Requirements:

Formal bookkeeping

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CFO Services (Enterprise)

Includes: Monthly/Quarterly Reviews, Business Planning, Corporate Tax Plan, Compensation Strategies, CFO Support

Requirements:

Meet monthly or quarterly

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Get Custom Pricing for Your Needs

Every business is unique. Schedule a free consultation to discuss your specific needs and get transparent, customized pricing. No obligation, just valuable insights

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Everything You Need to Know

Wondering what’s included in our services? We’ve got you covered—here’s everything you need to know.

Tax Preparation & Planning

Individual, Corporate, and Fiduciary Tax Returns
Proactive Tax Planning (Oct–Dec focus)
Entity Structure Optimization
Real Estate Services (1031 Exchanges, Cost Segregation)

Bookkeeping & Accounting

Monthly Bookkeeping & Reconciliation
Financial Statement Preparation
Books Cleanup & Review
QuickBooks Setup & Training
Accounts Payable/Receivable Management

Payroll Management

Complete Payroll Processing
Payroll Tax Compliance & Filing
Employee Onboarding & Management
Direct Deposit & Pay Stubs
Quarterly & Annual Reports

Business Formation & Advisory

LLC/Corporation Setup
Business License Applications
EIN & Tax Elections
Strategic Business Planning
Financial Consulting & CFO Services
Startup Mentoring