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We're Different From The Rest

One of the many reasons our current clients enjoy working with us is that we bill on a flat-fee basis. Before starting any work, we provide all of our clients with an exact price upfront. We don't charge per hour or for phone calls or emails. We prefer telling you exactly how much our services are going to cost you while staying open and available to answer any questions you have. This is why we have a process for new clients, it all starts with a call to discuss what you need help with.

TL;DR Tax Packages for Businesses

We have comprehensive tax packages that include everything you need for quarterly taxes as an S-Corporation or PLLC/LLC business.

S-Corporation Package
$ 2,000
  • Tax Preparation of 1040 - Personal Tax Return for 1 Owner
  • Tax Preparation of 1120S
  • Accountability Plan in November
  • Reasonable Compensation Reporting in November
  • Video Review of Personal Tax Return
PLLC & LCC Package
$ 800
  • Tax Preparation of 1040 w Sch C
  • Accountability Plan
  • Video Review of Personal Tax Return

TL;DR Monthly Accounting for Businesses

We help small businesses and therapists in private practice manage ongoing bookkeeping and chart a path for growth with monthly accounting services. Choose the best package for your business.

Monthly Bookkeeping
$ 350+ month
  • Monthly Accounting
  • State & Local Tax Forms
  • Monthly Reporting
  • *Tax Package Add On Required
Monthly Accounting + 4x Check-Ins
$ 500+ month
  • Quarterly Check-In Meetings
  • Monthly Accounting
  • State & Local Tax Forms
  • Monthly Reporting
  • *Tax Package Add On Required

TL;DR Quarterly Check-ins for Businesses

Don't need monthly bookkeeping? We offer quarterly check-ins for business owners who want to make sure everything is running smoothly and want advice on financials & growth.

Quarterly Check-ins for S corps
$ 200 month
  • 4x Quarterly Check-ins:
  • Federal & State Projections
  • Retirement contributions
  • Monthly Savings goals
  • Video Review of your books
  • Option Phone check-in each quarter
  • S-Corporation Compliance Check
Quarterly Check-ins for LLC/PLLC
$ 150 month
  • 4x Quarterly Check-ins:
  • Federal & State Projections
  • Retirement contributions
  • Monthly Savings goals
  • Video Review of your books
  • Option Phone check-in each quarter

TL;DR Tax Packages for Individuals

Shield & Crystal Ball Package
$ 1,125+
  • Tax Preparation
  • IRS Account Monitoring
  • Responses to IRS Notices
  • Video Review of Tax Return
  • Tax Touch Up for next year
Shield Package
$ 825+
  • Tax Preparation
  • IRS Account Monitoring
  • Response to IRS Notices
  • Video Review of Tax Return
Complex - Individual tax prep services
$ 795+
  • Tax Preparation for Complex Returns
  • Video Review of Tax Return
Have you heard? You can now watch our previously recorded Webinars On-Demand! Watch Now!