Accounting + Tax Services

We build out a custom plan for you and your growing business based on your unique needs and goals.

How it Works:

You’ve got enough on your plate, let’s keep things simple.

Complete our New Client Inquiry Form.
Our team will review your submission and brainstorm some recommendations to help you reach your goals and save money on taxes. Look out for an email from us!
We’ll schedule a consultation with you to learn more about you, answer your questions, share how we can help, and offer you service package options that meet you where you’re at!
You’ll receive a proposal from us with a summary of your package options and our pricing.

Get Started

Three Ways to Work with Us

We know that business owners thrive when they can accurately budget and plan for the future, without surprises.

That’s why we work with less clients than a typical CPA firm so that we can build strong relationships with our clients and proactively implement tax saving strategies, before it’s too late.

Essentials

Tax & Planning

Best for: business owners who already have a bookkeeper or CFO and want a proactive tax partner.

Services:

Annual tax return filings
Mid-year and year-end & tax planning and strategy calls
Quarterly estimated tax payment calculations
Unlimited email support

Forward Focus

Tax, Planning, & Bookkeeping

Best for: business owners who need monthly accounting and would like to discuss & implement tax strategies.

Services:

Everything in Essentials
+
Initial Set Up and Clean Up Services
Monthly Bookkeeping
Payroll
1099s
Quarterly strategy sessions & tax planning

Scale

Tax, Planning, Bookkeeping, & CFO

Best for: business owners who are ready to scale with budgeting, cashflow forecasting, & monthly strategy sessions.

Services:

Everything in Forward Focus
+
Monthly CFO strategy sessions
Budgeting
Cashflow Forecasting

Here are a few reasons why our services will be a game changer for your business (and personal life, too!):

Professional Training

We’re professionally trained and know how to account for your business activity so that it’s compliant with IRS standards (getting audited, penalties, interest?! No thank you!)

No Surprises

Surprises aren’t always fun! Our team makes your financial reports available to you on a monthly basis AND provides you with a tax plan each quarter. So don’t worry, tax strategy is part of our services and the tax plan is included in all bookkeeping subscriptions to avoid tax day surprises.

Down-to-Earth Data

Profit and Loss Reports are COOL! But, we know that all the numbers can be confusing and it’s sometimes hard to see why it all matters. So, we’ll teach you how to interpret your financials. And no, not like a lecture delivered in a monotone voice to guide you to sleep. This is useful information to use and apply at your own pace. There’s a lot of power in those numbers and we’ll help you leverage this data to reach your business and personal goals!

A Modern Approach to Taxes

We don’t fear new technology. We search for it. Although our team includes some serious nerds who just like using new software, we closely follow technological trends in tax and accounting so our services and our clients don’t fall behind. As with any app or software properly maintained and updated, our approach is improved by incorporating new technology into our workflows.

Contact us for a consultation

Just Need Advice for Now? We got you.

At Conscious Accounting, we believe in meeting you where you’re at. We have developed two products that give you the experience of working with a CPA, but at your own pace.