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.
Onboarding
QuickBooks setup & training
Bookkeeping
Monthly accounting meeting
Sales tax filing
1099 Filing
Secure mobile communication app
Income tax filing
And more!
Everything included in Self Employed, plus:
Payroll setup
Payroll processing
Accounts payable management
Business tax filing
Owner compensation planning
Revenue recognition
And more!
Everything included in Small Business, plus:
Quarterly insight business meetings
KPIs
Accounting process improvement
Financial reporting development
And more!