Boutique Tax & Accounting Services
Virtual business services designed to help guide you and your business as you grow.
We are dedicated to your tax, accounting, and bookkeeping needs.
Over 20 years experience in tax preparation and audit representation.
Our #1 priority is making you a happy, life-long client.
Tax Returns
Professional business & personal income tax returns prepared by an Enrolled Agent.
Bookkeeping
We help you understand your financials by maintaining your bookkeeping throughout the year.
Audit Representation
Your strategic resource for resolving complex financial matters via audits issued by the State or IRS.
CONVENIENT MONTHLY PACKAGES
Corporations, Partnerships, Sole Proprietorships & Real Estate Investors
ALL PACKAGES INCLUDE
updated 1/1/2025
Access to secure client portal
Automated statement retrieval
Monthly or quarterly bookkeeping service
Monthly or quarterly reconciliation service
Designated account manager
Monthly or quarterly financial review
Monthly or quarterly financial reports
Yearly financial statements
Scheduled calls with account manager
MONTHLY SERVICE UPGRADES
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one personal tax return
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additional state returns
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sales tax returns
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accounts payable
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monthly or weekly bookkeeping
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monthly or weekly phone communications
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YEARLY SERVICE UPGRADES
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*FOR INDIVIDUAL (TAP PREPARED 2/1 – 10/31) TAX RETURNS ONLY:
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audit defense – *basic
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Corp audit defense – premium
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audit defense for federal & state returns
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*identity theft protection included
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ONE TIME ADD-ON SERVICES
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corporation set up
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non-profit set up
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tax planning
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tax projections
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