What We Do

 

Personal Tax Preparation

 

Upload your documents from the comfort of your own home. We utilize virtual meeting, secure cloud-based document storage/transfer, and electronic signatures so that even more complex tax returns can be completed while you run your normal day to day life. We can help whether you have rental properties, your own business, and much more.​

Pricing:

Starting at $200

 

 Business Tax Preparation 

 

We provide secure cloud-based resources so that your business financial information can be transferred at your convenience. We know that running a business keeps you very busy, so we cater to your needs by allowing you to move through the tax preparation process from the comfort of your office. We specialize in the small to mid-sized business and prepare Form 1065 Partnership, Form 1120S S-Corporation, and 1120 Corporate tax returns.

Pricing:

Starting at $250

 

Tax Planning

We review the factors influencing your tax liability and identify areas where tax mitigation may be possible. We also educate on the tax process so you have a better understanding of whether you will owe taxes at year end or receive a refund and what that means for you.

Pricing:

Starting at $300

 

Virtual CFO Services

Our Virtual CPA/CFO services allow you to have a CPA or accountant available for those tough financial questions at your time of need. The services provided include, but are not limited to, the following: business consulting, accounting, cloud accounting software recommendations or implementation, internal control development and implementation, financial standard operating procedure (SOP) development and implementation, training of accounting staff or business owner on accounting or financial topics, business organization (entity selection), and more. We can scale our involvement based on your needs and budget.

Pricing:

Starting at $200 per month for ongoing services 

OR

$200 per hour for special projects