Our Services
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Accounting and Payroll
Starting at $300 per month per entity
(based on transactions and deliverables)*
Using Quickbooks Online and Gusto, giving you access to your financials at all times and allowing us to provide up-to-date service and advice. -
Tax Services
Starting at $600 (based on complexity)*
Tax planning and preparation for individuals, trusts, partnerships, corporations, and S corporations. In addition to preparing your annual filings, we prepare strategies to minimize your liability and increase your cash flow to meet your financial goals.
*A 2% surcharge applies to all credit card payments
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Consulting Services
Estimate to be provided after consultation*
Cash Flow Analysis
Entity Selection and Structure
Financial Forecasting
Tax Strategy Implementation
Our Process
1) Get to Know Each Other - Schedule a complimentary intro call to discuss your needs (and determine if we are a good fit).
2) Upload documents - Upload prior year tax returns, current year financials, and any other requested information in our secure client portal to receive a customized quote.
3) Sign proposal and engagement letter - Once the engagement agreement is signed, we will fully onboard you to the firm and begin working on the agreed services.