Advisory
Proactive Financial Guidance
What's Included
Our advisory services are designed to help your business thrive by going beyond traditional bookkeeping and tax preparation. We focus on proactive tax planning and regular financial reviews to provide insights that support informed decision-making, optimize financial performance, and position your business for long-term success.
Prices start at $995 per month.
Tax Services
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Business Tax Return + 1 State Return
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Personal Tax Return (1 Owner) + 1 State Return
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Preparation of 1099s
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Tax Notice Resolution
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Tax Planning: Annual session with year-end strategies
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Tax Estimates: Semi-annual projections with adjustments, as needed
Financial Management Services
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Bookkeeping (Updated Weekly)
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Financial Statement Preparation (Monthly, Delivered on the 15th of the month)
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Cash Flow Forecasting
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Receipt Management
Payroll Services
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Payroll Assistance
Advisory and Support Services
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Email, response within 2 business days + limited phone support + scheduled quarterly calls