Services

Our knowledge and experience is really in 4 key areas: taxes, accounting, QuickBooks, and payroll. Although we serve clients in a variety of industries, we work with a lot of clients in the medical field including dentists, chiropractors, and MDs.

 

❖ Stop worrying about money

❖ Feel confident

❖ Achieve your goals

Tax Preparation for Individuals

Starts at $450

Need to file your taxes? We can help. Here’s what we need:

  1. A copy of last year’s tax return

  2. Completed Client Intake Sheet (see below)

  3. Current year tax forms

    • Please include a note with your paperwork if you have any questions or concerns. We’ll reach out to you when we begin your return.

      Expand the details box below for more information.

  • Please contact our office to schedule a date to submit your paperwork.

    If you would like to meet with us before we prepare your return, you can do so by clicking the “Schedule a Meeting” button above.

    Once your drop off date is scheduled, you're welcome to provide us with your paperwork in whatever way is most convenient for you. We accept physical drop offs at our office, mail, or digital uploads through our secure portal (we will create an account for you after you schedule your drop off date).

    Please allow at least 14 days for us to complete your return(s). This starts from the time we have all of your documents. An extension may be required for any papers received after April 1st.

Packages for Businesses

Premium

Starts at $2325/month

Take the guesswork out of your business with the exclusive benefits of immediate support and regular meetings. Whether you want a deeper understanding of your financials or a plan for the future, we have you covered.

  • Plus plan and…

    • Highest level of priority and fastest response times
    • Unlimited phone and email support
    • Scheduled monthly check-ins
    • Cash flow forecasting
    • Goal setting, planning, and strategy implementation
    • Advice and counsel for making business decisions
    • Proactive engagement
    • Tax Planning
    • Free IRS and State audit support

Plus

Starts at $975/month

For those who want more than just the basics. You’ll receive higher priority support throughout the year, additional state compliance assistance, and guidance to better understand your numbers.

Most Popular

  • Just The Basics plus…

    • Faster response time and increased priority
    • Two free meetings per year
    • Additional state tax filings (CAT taxes, sales tax, business personal property taxes, workers comp true up reports, etc)
    • Financial insights and explanations delivered monthly (via email or short Loom videos)
    • Month to month comparison and YTD comparison reports
    • Quarterly tax estimates adjusted based on current year results (No more surprises at tax time!)
    • Data Backup and Recovery for your QuickBooks account

Just The Basics

Starts at $650/month

We’ll take care of all the required tax and accounting stuff so you can focus on doing the things you actually want to do in your business. Free up your time and sleep better at night knowing that we’ve got you covered.

  • • Corporate tax return
    • Personal tax return for owners
    • Day to day bookkeeping and monthly accounting (tracking income, expenses, loans, equipment, ownership changes, etc)
    • Account Reconciliation
    • Unlimited email support
    • Phone, Zoom, and in-person meetings available for an additional fee
    • Monthly financial reports
    • Quarterly tax estimates
    • All things payroll including direct deposit, tax filings, year-end forms, and unlimited support

Additional monthly fee for every $250k in annual revenue over $500k (based on prior year results).

A QuickBooks Online subscription is required.

FAQs

  • Unfortunately, we do not work with nonprofits at this time. We can however provide some referrals if you are interested.

  • Yes absolutely! However, we only prepare corporate and partnership returns as a part of our monthly package offerings. If you’re not currently a monthly client and need your taxes completed this year, we can do them but you will need to sign up for one of our monthly packages for the next year.

  • Operating agreements are important documents to have and we encourage you to have one if you own a business. Unfortunately, this is a legal service so you will need to see an attorney or use an online DIY template to obtain one.

  • We can certainly give you some referrals for financial advisors that can help you get set up an account. We do not provide these services in-house however.

  • We can provide you with some referrals to assist with that as there are strict rules that must be followed to qualify.

  • Unfortunately, we do not. However, we have a preferred partner that does provide this service. We can make an introduction if you would like for us to do so.

  • Unfortunately, we do not provide this service. We can provide some referrals however.

 Click the button below to upload your tax documents