Accounting Services designed for your business Needs.
Services
Tax Preparation
We make tax preparation simple, combining precise filings with strategic planning to maximize savings and ensure full compliance. Our experienced team works to minimize your tax liabilities while providing clarity and peace of mind, so you can focus on growing your business and your wealth.
Services include:
✓ Personal Tax Returns
✓ IRS Notice Response
✓ Business Tax Returns
✓ State Notice Response
✓ Extension Calculations
✓ Audit Support
✓ Estimated Tax Calculations
✓ New Business Formation
✓ EIN Application Support
​
​We offer customized pricing based on your specific needs.
Tax Planning
Services include:
✓ Comprehensive Tax Planning for Individuals and Businesses
✓ Comprehensive Tax Planning for Real Estate Investors
✓ S-Corp Payroll Optimization (QBI)
✓ Real Estate Purchase Threshold Analysis
✓ Consultation on Tax-Efficient Entity Structure
✓ Real Estate Portfolio Optimization
✓ S-Corp Cost-Benefit Analysis (Paying Spouse)
✓ Tax Savings Calculation With & Without Real Estate
​
​We offer customized pricing based on your specific needs.
Virtual Accounting and CFO Services/
Bookkeeping & Cleanup Packages
As a business owner, you do everything for your business. We designed our packages to meet you where you are and grow with you. No matter where your business is today, we work with you to realize your vision and its anticipated growth.
Foundation
Essential Financial Management
Starts at $600+ / Month
Services Included:
-
Bookkeeping
-
Monthly reconciliations
-
Monthly financial statements
-
Email communication only
Meeting Cadence / Access:
-
Statements delivered monthly
-
Email support only
Client Profile:
Small business owner who just needs clean, accurate books without meetings
Momentum
Growth & Clarity
Starts at $1,500+ / Month
​Services Included:
-
Monthly accounting & bookkeeping
-
Monthly reconciliations
-
Financial statement review & analysis
-
Monthly calls to discuss trends & areas of concern
-
Guidance on areas to improve & grow
Meeting Cadence / Access:
-
Monthly strategy call
(30–60 mins) -
Email support between calls
Client Profile:
Business owners who want clarity, accountability, and strategic insight
Vision
Complete Financial Strategy
Starts at $3,500 +/ Month
​Services Included:
-
Everything in Momentum
-
Expanded monthly or bi-monthly strategy meetings
-
Tax planning
-
Budgeting & forecasting
-
Proactive CFO-level guidance
Meeting Cadence / Access:
-
Monthly or bi-monthly meetings
-
Priority access & support
Client Profile:
Owners who want a true financial partner — proactive tax strategy & growth planning