COMPLIANT

Our Compliant package is designed to cover the essential financial compliance needs of individuals and small businesses. We understand that staying compliant with tax laws and regulations is crucial for your peace of mind. With our Compliance package, you can rest assured that your obligations are met accurately and efficiently. This package includes:

Preparation and filing of tax returns.

Tax Return Video Review.

This service can be billed annually with a retainer or billed monthly for 12 months for a reduced rate.

GROWTH

Our Growth Package goes beyond compliance, offering additional services and guidance to drive the growth and financial success of your small business. With this package, we aim to become your trusted advisors, actively assisting you in making informed decisions. In addition to the services included in the Compliant package, the Growth package offers:

Strategic tax planning to optimize deductions and reduce tax liabilities.

Bookkeeping or financial reports required for taxes if applicable.

Year-round access to your CPA.

This service will be billed monthly for 12 months.

ADVISORY

With the Advisory package, you can expect expedited responses to your inquiries throughout the year. Our team is available to address your concerns, provide expert guidance, and answer any questions, whenever you need us.

This package includes financial management services, handling everything from bookkeeping to tax planning at your cadence. We tailor our services to align with your unique goals, ensuring that you receive personalized solutions that suit your business.

With the Advisory package, you can enjoy the convenience of a hands-off approach to financial management, coupled with the reassurance of having a trusted partner who genuinely cares about your business's success.

This package includes previous packages as well as front of the line service (think Disney Fast Pass) in regards to tax returns or month end close.

This service will be billed monthly for 12 months.