Contact us

Services

What we do

Providing support to help you grow, streamline operations, and get peace of mind.

Tax Preparation & Strategy


Our services extend beyond just filing—our strategic tax planning for both individuals and businesses helps you minimize liabilities and make informed financial decisions year-round.


Some of our key tax services include:

  • Individual Income Tax Preparation: Preparing and filing federal, state, and local tax returns.
  • Business Income Tax Preparation: Preparing and filing tax returns for various business entities, including partnerships, S-corporations, C-corporations, and LLCs.
  • Tax Planning: Developing strategies to limit your tax impact and optimize financial decisions throughout the year, tailored to both individuals and businesses.
  • Payroll Tax Preparation and Filing: Calculating payroll taxes, preparing necessary payroll tax forms (such as Form 941 or Form 940), and ensuring timely filing with the appropriate tax authorities.

Bookkeeping

We offer fully outsourced bookkeeping services, handling everything from recording daily transactions to managing accounts payable and receivable. This ensures that your financial records are always accurate and up-to-date. We provide:

  • Monthly or quarterly bookkeeping
  • Bank account reconciliation
  • Year-end financial statements
  • Payroll processing

Our plans

Choose an accounting and tax plan that suits your needs

Core

Starting from $500/mo

  • Quarterly Bookkeeping and Financials
  • Business Tax Returns
  • Personal Tax Returns
  • Year-Round Tax support*
Let's get started

Growth

Starting from $750/mo

  • Quarterly Bookkeeping and Financials
  • Business Tax Return
  • Personal Tax Return
  • Year-Round Tax Support*
  • Annual Tax Planning
  • Quarterly Tax Estimates
  • Review & Response of All IRS Notices
Let's get started

Established

Starting from $1,300/mo

  • Monthly Bookkeeping and Financials
  • Business Tax Return
  • Personal Tax Return
  • Year-Round Tax Support*
  • Annual Tax Planning
  • Quarterly Tax Estimates
  • Review & Response of all IRS Notices
  • Payroll
  • Form 1099 Filings
Let's get started

* Special projects and advisory services subject to an additional billable rate. Custom quotes available.

Looking for Income Tax Preparation?

Task_Reminder

Income Tax Preparation

Services include:

  • Income Tax Return Preparation
  • Digital Document Storage
  • One on One Tax Review
  • Individual starting at $750
  • Sole Proprietor starting at $1,000
  • Business entity starting at $1,500
  • Q&A Consultation $300/hour
Contact us

Apps we love

Get in touch with us

We make it easy to get a clear picture of your finances—both where they are today and where they need to go.

Contact us