Services

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As a small business owner, you have more important things to do than keeping your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

 We prepare your monthly reporting package, which includes financial statements such as balance sheet, profit & loss statement, cash flow statement, and statement of equity. We also perform bank reconciliation and tie-out to make sure the information presented in the statements is accurate.  

If you do not have tax planning in place, you are missing out. Tax planning is the foundation to reduce legal tax liability. We take the initiative to recommend tax-saving strategies to maximize your after-tax income throughout the year, not just at the end of the year. 

We recommend tax saving strategies that help you...

• Grow and preserve assets by keeping Uncle Sam out of your pockets.
• Defer taxes so you can reinvest your money and pay taxes later 
• Maximize deductions on your income so you can keep the money you make
• Reduce taxes on your gifts so you can give more.
• Reduce taxes on your investments so you can grow your wealth faster.

Here's just a few of the tax saving strategies we use...

• Help you set up home office so you can take advantage of mileage and home office deductions
• Shift income among family members or among legal entities from the higher brackets to the lower brackets
• Restructure legal entities to write-off losses or to reduce self-employment taxes
• Use certain investments to produce income that is tax-exempt from either federal or state or both taxing entities.
• Help you structure your life and your business to take advantage of deductions while you can still enjoy your life

Through legitimate tax strategies, we help YOU, not the IRS.

Worried about preparing your tax returns by the end of the year? We are here to help. We help you file your tax returns and take that burden out of your chest 

The IRS is a financial juggernaut that doesn’t care about the people behind the financial struggles; they simply want their money. We help shield our clients from this overbearing government agency to help them overcome financial hurdles and stressful times with years of hands-on tax experience! 

 Alleviating Stress, Enabling Growth

We’ll take care of managing your finances so you don’t have to stress about it. We stay up-to-date on all the regulatory and legislative developments and specialize in this type of service so you won’t waste time and energy trying to make sense of all the accounting complexities. 

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We will help you with: 

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​QuickBooks Setup: As an individual, it is important to keep your personal finances in order to help plan for your future. This is where we come into play. We help you budget and manage your finances so you can focus on the things you love. 
​Retirement Planning: These services should happen throughout your life as you continue to increase your finances and plan for your future. We sit down together, go through your goals and help you get on the right track to retirement. 
General Cash Management: A cash crisis can be emotionally devastating, especially if it relates to your personal life. The starting point for avoiding a cash crisis is allowing us to develop a personal cash flow projection for you

Tax Preparation* 

Starts at $750 per individual return (1040). 

Schedule C starts at $1,000.

Business returns (S Corps, Partnerships, C Corps) start at $1,500 with $50 per K-1

* Additonal $250 per state return

Tax Planning 

To be discussed over complimentary Zoom strategy session. Book a time here.

Monthly Accounting / Bookkeeping

Starts at $600. 

Loan Help

Starts at $2,500 to help you to apply for EIDL & PPP loans, including PPP forgiveness.

Hourly Help

Starts at $250 an hour.  

Please be aware that the prices stated above are the minimum price for the service and can be different depending on the circumstance. To discuss our services and prices in further detail, book a complimentary Zoom consultation.