Packages & Pricing
Business Advisory
Combination of Bookkeeping in Quickbooks Online and Annual Tax Preparation Services
- Analyze, classify, and record transactions
- Reconcile monthly bank and credit card statements
- Provide Financial Statements: Balance Sheet, Profit & Loss, Cash Flow, & Statement of Owner's Equity
- Prepare and File Business Tax Return - LLC, Partnership or Corporation
- Prepare and File Personal Tax Return - Individual or Married Filing Joint
Bookkeeping & Tax Preparation
Combination of Bookkeeping in Quickbooks Online and Annual Tax Preparation Services
- Analyze, classify, and record transactions
- Reconcile monthly bank and credit card statements
- Provide Financial Statements: Balance Sheet, Profit & Loss, Cash Flow, & Statement of Owners's Equity
- Prepare and File Business Tax Return - LLC, Partnership or Corporation
- Prepare and File Personal Tax Return - Individual or Married Filing Joint
Tax Planning
$2,500+
Have you been surprised with a huge tax bill this year due to increased profits, or wondering why your tax bill is so high year after year?
We are confident we can get your tax bill to the lowest amount possible or you pay nothing! Tax planning is your best defense against the IRS. Strategies are best implemented long before the tax bill is due. The best time to plan is in Quarter 3 or 4 of the current year. However, if the year has ended, and you have unfiled tax returns, there are still a few options left to implement by April 15th.
We’ve been known to save our clients hundreds of thousands of dollars, with just a few strategies. Contact us and let us develop a strategy to help you relieve your tax burden.
Tax Resolution
Transcript Analysis
$297
Pull and analyze your transcript from IRS or State Revenue Department. Deliver easy to report so you know where you stand with your tax matters. Recommended if you don't know where you stand.
Installment Agreement
$1,950+
Pull and analyze your transcript from IRS or State Revenue Department. Deliver easy to report so you know where you stand with your tax matters. Recommended if you don't know where you stand.
Audit Representation
$4,500+ - $2,000 retainer
Fully represent your tax position to the fullest extent of the law when facing a tax examiner or revenue officer. Research Internal Revenue Code, Treasury Regulations, and Tax court memos to help you navigate the process and provide the support you need to receive a favorable outcome.
Business Entity Establishment
$299
Entity registration for your company
(Sole Proprietorship, LLC, C-Corp, S-Corp, Partnership)
- Secretary of State corporate filing
- EIN application filing
- Business Bank Account documents package
- Payroll advisory-includes paying your self a salary, owners draw, distributions, or dividends.
If you're ready to invest in your future,
I'd love to
talk to you.
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