Contact

Services

We’re in the business of reducing your surprises.
Here’s exactly what you’re getting when you work with us.

Maintenance Service Packages

Keep up-to-date on your finances year round
Bookkeeping — Tax Prep — Payroll

1040 Simple

1040 Advanced

(Schedules C, E, and/or F)

Corporations and
Partnerships

Minimum Service Level
  • Personal Tax Return
  • Tax Return Review
  • Tax Meeting
  • Personal Tax Return
  • Tax Return Review
  • Tax Meeting
  • Accounting Check In
  • Business Tax Return
  • Personal Tax Return
  • Tax Return Review
  • Tax Meeting
  • Accounting Check In
Optimal Service Level All items under Minimum Service Level, plus
  • Tax Planning
  • Tax Planning
  • Accounting
    (Turnkey or Assist)
  • Payroll
  • 1099's
  • Tax Planning
  • Accounting
    (Turnkey or Assist)
  • Payroll
  • 1099's

1040 Simple

Minimum Service Level
  • Personal Tax Return
  • Tax Return Review
  • Tax Meeting
Optimal Service Level All items under Minimum Service Level, plus
  • Tax Planning

1040 Advanced

(Schedules C, E, and/or F)
Minimum Service Level
  • Personal Tax Return
  • Tax Return Review
  • Tax Meeting
  • Accounting Check In
Optimal Service Level All items under Minimum Service Level, plus
  • Tax Planning
  • Accounting
    (Turnkey or Assist)
  • Payroll
  • 1099's

Corporations and Partnerships

Minimum Service Level
  • Business Tax Return
  • Personal Tax Return
  • Tax Return Review
  • Tax Meeting
  • Accounting Check In
Optimal Service Level All items under Minimum Service Level, plus
  • Tax Planning
  • Accounting
    (Turnkey or Assist)
  • Payroll
  • 1099's

Additional Service Items

Change Order Items (added to maintenance package per specific client needs)
  • Accounts Payable (billpay)
  • Accounting System Training
  • Accounting — Turnkey
  • Accounting — Assist
  • Compilation
  • Notice — Payroll
  • Notice — Tax
  • Payroll — After The Fact
  • Payroll — Live
  • Financial Review
  • Sales Tax Return
  • Use Tax Return
  • Tax Planning
  • 1099's (contractors)
  • W2's (employees)
  • Payroll Reports (employment tax filing)
  • EFTPS Payment

Eliminate financial surprises

Get in Touch

Advisory Services

Entity Structure Planning
Estate & Trust Planning
Selling a Business
Succession Planning
Business Valuation
Business Operations and Documentation
Cash Flow Planning Using Your Corporation-LLC
Corporation-LLC Income Strategies
Independent Contractor-Employee Analysis
Business Start-Up
1031 Like Kind Exchange
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