Stop Overpaying in Taxes

We guide small business owners to reduce tax liability,

optimize profit, and build a stronger financial foundation.

Deja de Pagar de Más en Impuestos

Ayudamos a los pequeños negocios a pagar menos impuestos,

aumentar sus ganancias y fortalecer su estructura financiera.

Accounting Packages

BASIC BOOKKEEPING ESSENTIALS

Starter Business Package: New Business Transactional Support

Includes:

Bookkeeping
Expense Tracking
Bank Account Reconciliations
Financial Statement Preparation

ADVANCED ACCOUNTING SOLUTIONS

Growing Business Package: Holistic Accounting Services

Includes:

Basic Bookkeeping Essentials PLUS
Payroll Management
Generate Employee/Contractor Tax Forms
Manage Accounts Payable/Receivable
Quarterly Personal Meetings

Premium Financial Strategy

Established Business Package: Executive-Level Strategic Financial Management

Includes:

Advanced Accounting Solutions PLUS
File Tax & Sales Reports
Tax Projections
Strategic Tax Planning
File Corporation & Personal Tax Returns
Monthly Personal Meetings

individual services

Tax Preparation Services

You haven't filed your taxes? We can file individual & corporation tax filings.

Services:

Prepare W2, 1099 & K1 forms
Individual & Corporation Income Tax Filings
Income Tax Filing Extensions
Delayed Income Tax Filing
IRS Audits
IRS Payment Plans

Strategic Business Planning & Support

You don't need accounting support? We offer additional strategic services to ensure your business is established & scaling properly.

Consultations:

Create Living Trusts, Wills and POA
Operating Agreements
Strategic Tax Planning
Financial Statements Analysis
Pricing Strategy
Retirement & Benefits Analysis
Legal & Tax Entity Set-Up
Accounting Software Set-Up
Debt Management Plans
QuickBooks Support

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