Accepting New Clients for the 2025 Tax Season
Accepting New Clients for the 2025 Tax Season
We offer compliance services to keep individuals and businesses compliant with all state and federal laws. Services include Individual, Partnership & S Corporation Tax Preparation, Payroll Taxes, Sales Tax, 1099 filing, etc.
We offer bookkeeping support on a monthly, quarterly or annual basis. Primarily in QuickBooks as a QuickBooks ProAdvisor but have the capacity to assist in other accounting programs like Xero and Wave. Provide payroll support including management of paychecks & payment of taxes through partnerships with Gusto Payroll & ADP.
We offer guidance on tax planning, S Corp Reasonable Salary & general setup, bookkeeping support including setup of QuickBooks, and much more. Feel free to reach out with services you are looking for and we would be happy to assist you.
We understand that every client is different, which is why we’ve created flexible service packages to suit your specific needs. Whether you're looking for basic tax preparation, unlimited access to your CPA throughout the year or a comprehensive financial management package, we’ve got you covered.
Explore our service packages below to find the perfect fit for your needs. We look forward to working with you!
Billed Annually
Includes:
*$300 Minimum for Basic Personal Returns (W2, Itemized Ded, Investments, Retiree Returns)
*$450 Minimum for Complex Personal Returns (Business, Rental Properties, K1's)
*$900 Minimum for Business Returns (1065 or 1120S)
Billed Annually or Monthly
Includes:
*Tier 1 Price plus $300 (Annually, but can be billed monthly)
**Unlimited Year-round Access can be exchanged for One Tax Planning session
Billed Monthly
Includes:
*This package requires a consultation meeting to develop monthly cost and determine what services are needed in addition to tax preparation
We are happy to discuss any package offerings specific to your tax situation. Reach out and we can set up a consultation!
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