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Accounting & Compliance

Guidance for stress-free tax seasons and accurate financials

What's Included

Our accounting and compliance services provide the foundation for your financial success. We ensure accurate, up-to-date financial records that help you meet regulatory requirements with ease. This comprehensive service includes routine tasks such as transaction recording, bank reconciliations, financial statement preparation, and adherence to tax filing deadlines.

 

Whether you’re an individual or a business, we aim to provide you with the insights, clarity, and peace of mind needed to make informed financial decisions.

 

Prices start at $595 per month.

Tax Services

  • Business Tax Return + 1 State Return

  • Personal Tax Return (1 Owner) + 1 State Return

  • Preparation of 1099s

  • Tax Estimates (Safe harbor prepared annually)

Financial Management Services

  • Bookkeeping (Updated Monthly)

  • Financial Statement Preparation (Monthly)

Payroll Services

  • Payroll Assistance (Additional Fee)

Advisory and Support Services

  

if you're looking for a trusted advisor, we're here to help.

We offer a variety of customizable add-ons to meet your unique needs. These include services such as bill pay, payroll preparation, tax resolution, and more. Contact us to learn more!

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