Tax Services

Tax situations vary on a client-to-client basis. To ensure we are providing you with the best service possible we request that all clients schedule a Tax Consultation prior to us preparing their return. 

Most Popular

Gold

Starting at 

$574

  • Prepare Personal Tax Return

  • Prepare Business Tax Return(Sched C, 1065, 1120 or 1120-S)

  • E-file IRS and State Returns - Auto Drafts of Refunds or Amount Due

  • 5 document maximum

  • Additional docs $50 each

Silver

Starting at 

$374

  • Prepare Family Tax Return

  • E-file IRS and State Returns - Auto Drafts of Refunds or Amount Due​

  • Five docs maximum

  • Additional docs $50 each

Bronze

Starting at 

$224

  • Prepare Personal Tax Return

  • E-file IRS and State Returns - Auto Drafts of Refunds or Amount Due

  • Two W-2 docs

  • Additional docs $25 each

Bookkeeping Services

It's not a one size fits all for small businesses. We create tailored to you bookkeeping services so you are only paying for what you need to reach your financial goals! We require that all potential clients schedule a Discovery Call with us prior to moving forward.

 

THE CEO

For the business owner who's ready to step it up a level!

  • THE STARTUP + THE ENTREPRENEUR package

  • Manage Payroll and Imports to Accounting Software

  • Create Accounting Entries by Job

  • Prepare Monthly Basic Financial Reports(Balance Sheet, Income Statement, Cashflow)

  • Provide Monthly Financial Health Review and Coaching via Zoom(1hr)

  • Prepare Annual Form 1099-1096

  • E-file 1099's with IRS/State Annually

  • E-file W-2's with IRS/State Annually

  • Calculate Quarterly Estimated Tax Payments

  • Pay Federal & State Quarterly Estimated Tax Payments

  • Response time 24 hours

THE ENTREPRENEUR

For the business owner wanting to outsource their bookkeeping

  • THE STARTUP package

  • Post all Business Banking Transactions

  • Post all Business Credit Card Transactions

  • Prepare Quarterly  Basic Financial Reports(Balance Sheet, Income Statement, Cashflow)

  • Provide Semi-Annual Financial Health Review and Coaching via Zoom(1hr)

  • Provide Insights on Basic Tax Questions/Issues

  • Ongoing Training and Software Support

  • Response time within 48-72 hours

THE STARTUP

For the business owner wanting backup during their DIY bookkeeping 

  • Compete Monthly Bank Reconciliations

  • Complete Monthly Credit Card Reconciliations

  • Provide Annual Financial Health Review and Coaching via Zoom(1hr)

  • Prepare Personal Tax Annually

  • Prepare Business Tax Return Annually (Sched C, 1065 or 1120S)

  • GUARANTEED On Time Filing

  • E-file IRS and State Returns - Auto Drafts of Refunds or Amount Due

  • Cloud Based Software for 24/7 Access to Books and Records

  • Provide Digital Document Storage & Secure Portal Access

  • Response time within 5 business days