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

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

(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

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

Change Order Items (added to maintenance package per specific client needs)

Entity Structure Planning

Estate & Trust Planning

Selling a Business

Corporation-LLC Income Strategies

Business Start-Up