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.
CUSTOMIZABLE SERVICES TAILORED TO FIT YOUR NEEDS
TAX AND BOOKKEEPING PLANS
BRONZE TAX PLAN
The Bronze Package is designed for those who need a straightforward tax return prepared from the documents they provide, without requiring an appointment or additional consultation.
BRONZE BOOKKEEPING PLAN
The Bronze Package provides essential quarterly bookkeeping for those seeking a straightforward solution. Designed for businesses with fewer than 50 monthly transactions, this streamlined plan focuses on core record-keeping. Please note that this package does not include email support or dedicated meetings to review financial statements and profit and loss reports.
GOLD TAX PLAN
The Gold Package is designed for medium-complexity tax returns, providing a smooth and hassle-free experience. Simply send us your documents, and we’ll take care of the rest.
GOLD BOOKKEEPING PLAN
Our Gold Package is tailored for businesses requiring comprehensive quarterly bookkeeping. This plan includes up to two email consultations and a mid-year meeting to review your financial statements and P&L reports. It is the ideal solution for clients managing fewer than 300 transactions per month who seek professional oversight and clarity.
PLATINUM TAX PLAN
The Platinum Package is our all-inclusive option, designed for those with complex tax returns who require full-service support.
PLATINUM BOOKKEEPING PLAN
The Platinum Package is designed for clients with complex bookkeeping needs that require regular monthly updates. This all-inclusive plan provides up to four email Q&A sessions and two annual meetings to review your financial statements and profit and loss reports. Ideal for businesses managing over 300 transactions per month, this package ensures your finances are handled with precision and expertise, giving you peace of mind.