top of page

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

  • Business Tax Return + 1 State Return

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

  • Preparation of 1099s

  • Tax Notice Resolution

  • Tax Planning (Lite)

  • Tax Estimates (Q2 and Q4)

Financial Management Services

  • Bookkeeping (Updated Weekly)

  • Financial Statement Preparation (Monthly)

Payroll Services

  • Payroll Assistance

Advisory and Support Services

  • Financial Review and Tax Planning Calls (Quarterly)

Need a trusted advisor by your side?

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!

bottom of page