Save yourself time and taxes with one of our plans
Start Up
New Business
Everything you need to get started and stay compliant.
This plan is best for:
- Low Complexity Businesses
- Simple Tax Planning
- 1-3 Employees
What’s Included
Small Business
Growing Business
Scale confidently by the numbers with CFO level support and guidance.
This plan is best for:
- Mid Complexity Businesses
- High Transaction & Accounts
- Full Tax Planning
- 4-20 Employees
What’s Included
Scaling Business
Established Business
Staff alternatives & outsourced services for more developed businesses.
This plan is best for:
- Developed Higher Complexity Businesses
- Higher Transaction & Accounts
- Advanced Tax Planning
- 25+ Employees
What’s Included
Accounting & Tax Advisors For Entrepreneurs
Service Listing
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Monthly Accounting
Organization of your financial transactions compliant with Generally Accepted Accounting Principles (US GAAP).
Audit Protection
Classification and archiving of essential financial and legal documents needed to run your business, available when you need them, with bank-level security for your protection. This keeps you prepared in case of an audit.
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Tax Preparation
Accurate and timely filing of federal and state tax returns.
Tax Planning
Proactively implementing tax strategies that legally optimize tax savings to reduce year-end tax liability.
Payroll Taxes
Timely filing and payment of payroll taxes for employees.
Sales Taxes
Timely filing and payment of sales taxes withheld.
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Full Service Payroll
Establishment, maintenance, and processing of payroll system. This includes:
- Submitting payroll taxes to agencies
- Preparation of payroll tax returns
- Preparation of W-2s
- Preparation of 1099s for contractors
- Providing employee access to electronic pay-stubs
- Providing employer access to electronic pay record
General Business Coaching
General business consulting on business processes, inefficiencies, and opportunities for growth. This includes periodic meetings to review financial statements and other business matters.
Business Organization
Assistance in selecting the appropriate business entity for your business and submitting the required state/IRS filings.
Business Licensing
Assistance in acquiring the necessary business licence(s) to operate in your industry.
IRS Resolution
Answers and guidance to resolve specific issue(s) noted in an IRS letter or notice.
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Tax Preparation
Accurate and timely filing of federal and state tax returns.
Tax Planning
Proactively implementing tax strategies that legally optimize tax savings to reduce year-end tax liability.
Enhanced IRS Protection
Answers and guidance to resolve specific issue(s) noted in an IRS letter or notice.
Financial Planning
Helping you further your personal finances by creating a short term and long term financial plan that works for you.