By Appointment only- Closed Fridays
Packages
Gold Package
01
When is the Gold Package a Good Fit?
Clients in the Gold package receive the peace of mind that comes with an established relationship with our team based on trust and integrity.
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Clients value personalized advice to help with tax compliance that is driven by tax planning, which is key to their success.
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Clients are alleviated from the stressors of owning a business by having an experience team to serve them 110%.
02
How It Works
We allocate dedicated resources to provide strategic planning.
We provide quarterly reviews of your business or financial position, to offer you a tax strategy to avoid surprises at year-end.
We create an action plan to increase your personal and business cash flow so you can rest easy knowing your cash is optimized.
We work alongside your financial team to help you grow your personal and business balance sheet so you are as prepared for the future as you can be.
We offer monthly accounting reconciliation to facilitate awareness of your cash flow as well as making informed decisions that impact your business.
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If necessary, we will provide
~sales tax reporting
~payroll preparation and payroll tax reporting,
~estimate taxes filings for your business.
~any additional federal and state reporting as needed
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03
Pricing
Businesses: Packages Starting at $2,500
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*Your exact investment could be more, based on the complexity of your needs and the number of services required (taxes, accounting, payroll, IRS help, etc).