Our range of tax and accounting services are designed to meet the needs of businesses and individuals at every stage of growth.
Service Packages
We offer four tailored service levels designed to meet the financial needs of businesses and individuals:
Essential Package
Basic Tax Compliance & Filing
Federal & State Tax Preparation (Single-Owner Business or Individual)
E-filing & Direct Deposit for Refunds
Quarterly Estimated Tax Payment Guidance
Basic Bookkeeping Review (Up to 200 transactions for one account)
Email Support (Response within 3 Business Days)
Ideal for individuals or single-owner businesses needing basic tax services.
Growth Package
Comprehensive Tax & Bookkeeping Support for Growing Businesses
Everything in the Essential Package, PLUS:
Monthly Bookkeeping & Financial Reports (Up to 200 transactions for one account)
Payroll Processing for Up to 5 Employees
Sales Tax Filing Assistance
Tax Planning Session (1x Per Year)
Priority Email & Phone Support (Response within 1 Business Day)
For businesses that need more in-depth support to fuel growth.
Premium Package
Advanced Tax Strategy & Business Growth
Everything in the Growth Package, PLUS:
Full-Service Bookkeeping (Up to 200 transactions for one account)
Quarterly Business Tax Planning & Strategy Calls
Entity Structure Review & Optimization
Audit Support (Up to IRS Letter Response)
Payroll Processing for Up to 10 Employees
BOI (Beneficial Ownership Information) Reporting & Filing Assistance
Sales System Management through QuickBooks Online (QBO) for tracking revenue, invoices, and payments
Dedicated Accounting Advisor
Aimed at businesses with more complex needs looking to maximize growth.
Elite Package
Comprehensive Tax Strategy & Full-Service Support
Everything in the Premium Package, PLUS:
Ongoing Tax Strategy and Optimization throughout the Year
Full-Service Payroll Processing for Unlimited Employees
Ongoing Business Tax Strategy for Maximizing Deductions & Credits
Full Audit Representation & Tax Resolution Support
Monthly Financial Review & Strategy Sessions
Priority Access to Tax Professionals for Year-Round Support
For businesses seeking year-round strategic financial guidance and support.
Contact Us Today to Learn Which Package is Right for You
