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We offer the following services with packaged pricing: ✔Tax Preparation: Accurate and compliant filing of your tax returns, ensuring all financial details are reported correctly to meet obligations and avoid penalties. ✔Tax Projection: Predict your year-end tax liability with accurate estimates to plan ahead and avoid surprises. ✔Tax Advisory: Proactive tax strategies to minimize your tax burden and maximize savings year-round. ✔Bookkeeping: Organized tracking of your business finances to provide a clear picture of income, expenses, and profitability. 🗝Personal tax preparation is billed separately from business taxes. Please select which package you are interested in:

T1: Tax Preparation + Tax Projections: This package focuses exclusively on business taxes and compliance. Includes business tax return preparation (Sch C business, S-corps, Partnerships, and Corporations) quarterly estimated tax calculations, a tax projection, basic tax planning, two 30-minute virtual tax review sessions, and unlimited email support. Financials must be managed by a professional bookkeeper or updated monthly using our bookkeeping worksheet.

T2: Tax Preparation + Tax Projections + Tax Advisory: This package goes beyond projections helping you optimize your tax position throughout the year. Includes all services in T1 plus a written tax plan and two 45-minute virtual tax advisory sessions. The advanced written tax plan is updated annually to account for business or life changes. The 45-minute tax advisory sessions replace the 30-minute sessions in T1.

T3: All-Inclusive Tax and Bookkeeping Package: The T3 package is our best value, combining everything in T2 with monthly bookkeeping services. Along with tax return preparation, projections, quarterly calculations, and proactive tax advisory, you’ll receive professional bookkeeping to keep your finances organized and up-to-date. This all-inclusive package ensures your taxes and bookkeeping are seamlessly managed, giving you peace of mind and the freedom to focus on growing your business.

Need Even More? If you're looking for a more robust solution, such as controller or CFO-level services, we've got you covered! These services include advanced forecasting, cash flow projections, and expert advice for critical business decisions. Simply check this box to explore how we can provide the strategic financial support your business needs to thrive.

I'd like pricing for personal tax preparation. Recommended if your business is a pass-through entity (S-corp or partnership).