Stop Overpaying in Taxes

We guide small business owners to reduce tax liability,

optimize profit, and build a stronger financial foundation.

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

Start Building Real Wealth

Strategic financial planning to help you retain more of your earnings.

individual services

Strategic Business Planning & Support

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

Consultations:

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

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

Retirement & Benefits Review

Are you properly covered? We can review your family & business plans.

Analysis:

Healthcare
Dental
Vision
Educational Plans
Retirement (401k, IRA, Roth IRA, etc.)
Business/Workers' Comp Insurance
Life Insurance
Disability/Long-Term Care

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