Increase Revenues Decrease Expenses Maximize Efficiency
Virtual business services designed to help guide you and your business as you grow. We are dedicated to your different tax, accounting, and bookkeeping needs. Over 15 years experience in tax preparation and representing individuals and businesses facing tax controversies. 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 FOR
Corporations, Partnerships, Sole Proprietorships
& Real Estate Investors
ALL PACKAGES INCLUDE
updated 3/3/2024
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access to secure client portal
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automated statement retrieval
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monthly bookkeeping service
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monthly reconciliation service
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designated account manager
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monthly financial review
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quarterly financial reports
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yearly financial reports
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one monthly phone call with account manager
MONTHLY SERVICE UPGRADES
YEARLY SERVICE UPGRADES
ONE TIME ADD-ON SERVICES
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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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weekly bookkeeping
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weekly phone communication
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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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corporation set up
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non-profit set up
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tax planning
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tax projections