Our Services

There is no greater honor for us than to advise you and guide you along the process of making important decisions. Having us in your corner will give you peace of mind and confidence in your financial journey! 

TAXES

Compliance packages starting at $995.

  • Individuals: $995 - 1,495
    Owners of S-Corporations or Partnerships: $1,995 - $2,995 (owners of entities with real-estate only: $1,495 - $2,495)

    Includes:
    -Tax return preparation
    -Tax return review
    -Secure document storage

  • Individuals: $1,495 - $2,495
    Owners of S-Corporations or Partnerships: $2,495 - $3,495

    Includes:
    -Everything in Basic Tax Compliance Package +
    -One annual tax planning session (in Q3 or Q4) with tax projection and recommendations
    -Assistance with IRS/State notices
    -Access for "quick question" calls and e-mails

  • Individuals: $2,495 - $3,495
    Owners of S-Corporations or Partnerships: $3,495 - $4,995

    Includes:
    -Everything in Strategic Tax Compliance Package +
    -Second annual tax planning session (in Q3 or Q4) with tax projection and recommendations

Assurance

We do not perform audit or reviews of financial statements. We do CPA compiled financial statements. Initial consultation and additional information required for quote.

    • Financial Statement Compilations

    • Certain Agreed Upon Procedures

    • Financial Due Diligence on Acquisitions

ACCOUNTING

Packages start at $500 per month. Initial consultation required for quote.

  • -Monthly accounting / bookkeeping -Outsourced accounting services
    -Outsourced GL accounting
    -Financial Statement Preparation
    -Design and implementation of accounting processes

consulting

Initial consultation required for quote

  • -Business start-up & optimization services, including entity and tax classification selection and changes (S-Corp elections, revocations, etc.)
    -Business acquisition or sale consulting, and pre/post-retirement planning
    -Internal Controls, including assessments and design & implementation
    -Accounting system build-outs or conversions

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