Services
Small Business and Individual Tax Preparation
Personalized tax preparation services for small businesses and individuals. With a focus on accuracy, compliance, and maximizing your benefits. Services provided:
Individual Returns and all Schedules - Form 1040
Schedule C (Sole Proprietorship)
Schedule E (Real Estate and Passive Income)
Corporate Returns - Form 1120
S Corp Returns - Form 1120S and K-1 Issuance
Partnership Returns - Form 1065 and K-1 Issuance
1099 and W-2 Issuance
Income and Tax Return Verification for third parties (Comfort Letters)
Please book a consultation below to discuss pricing quotes for your business or individual tax return.
Tax Planning and Strategy
Customized tax planning and strategy services for small businesses and individuals. My focus is on minimizing your tax burden, optimizing deductions, and developing strategies to enhance to maximize your tax savings, increase your cash flow, and help drive profitability.
S - Corp Election Analysis
Real Estate Professional Implementation for Bonus Depreciation
Passive Loss Analysis
Projected Tax Impact for transactions and change in sales/income
Retirement Tax Planning/Strategy
401(k), 403(b), 457, and set up, draws, and tax implications
Please book a consultation below to discuss pricing quotes for your business or individual tax return.
Reliable bookkeeping services tailored to the needs of your business ensuring financial records are meticulously organized, accurate, and consistently up-to-date for financial statement and tax preparation.
Bookkeeping Tier Inclusions and Packages:
Start up Tier: $300 a month
Manage and categorize expense and bank transactions
Monthly Account Reconciliation
Unlimited Email Support
Monthly Financial Check Up Call
Quarterly Financial Statement Preparation
Balance Sheet
Income Statement
Cash Flow Statement
Prepare financial data for year end tax returns
Set up of Financial Accounts in QuickBooks
Experienced Business Tier: $750 a month
Includes all of the above services
Monthly Financial Statements
Monthly meeting to discuss financial statements and performance
Budget services and budget to actual comparison
Discounted Tax Return pricing
Weekly call to discuss business if requested
CFO Business Tier: Pricing - Please schedule a consultation for a quote
Includes all of the above services
Unlimited phone/virtual meeting support
AD Hoc analysis per business owner request
AD Hoc account reconciliation per business owner request
Yearly financial statement preparation
Representation in need of third party verification (Financing, Loans, and Income Verification).
Other Services Offered:
Income Verification and Tax Return Verification (Comfort Letters): $300
Bookkeeping Clean Up: $500-$1500 per year
Audit/Review Procedures: Please schedule a consultation
Fraud Inquiry or Investigation: Please schedule a consultation
Bookkeeping
Contact us
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