Service Packages

We offer more than tax preparation. Our service packages include year-round support of accounting, compliance, tax planning, along with tax preparation. Our packages are designed to serve the ongoing tax and accounting needs of self-employed individuals and small business owners. Rather than tackling your accounting once per year, these proactive service models enable you to stay ahead of tax season and on top of your business performance. We help transform our client’s relationship to their taxes and financial data to enable greater control and insight. We do this by using industry leading software that provide real time accounting data, along with our app-based communication platform making it easier than ever for them to reach their bookkeeper and tax preparer. Contact us today to learn how we can positively transform your experience with all things taxes and accounting through one of the service packages below.

Self-Employed Package


QuickBooks setup & training


Monthly accounting meeting

Sales tax filing

1099 Filing

Secure mobile communication app

Income tax filing

And more!


Small Business Package

Everything included in Self Employed, plus:

Payroll setup

Payroll processing

Accounts payable management

Business tax filing

Owner compensation planning

Revenue recognition

And more!


Small Business Insights

Everything included in Small Business, plus:

Quarterly insight business meetings


Accounting process improvement

Financial reporting development

And more!