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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 $795 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 (Lite)
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Tax Estimates (Q2 and Q4)
Financial Management Services
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Bookkeeping (Updated Weekly)
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Financial Statement Preparation (Monthly)
Payroll Services
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Payroll Assistance
Advisory and Support Services
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Financial Review and Tax Planning Calls (Quarterly)
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