We are currently accepting a limited amount of Businesses looking for recurring Accounting Services. Contact for a consultation.
Stay focused on what you do best. Our three flexible support packages take the accounting and tax work off your plate
ESSENTIAL PACKAGE
Perfect for small or service-based businesses that just need the fundamentals for smooth, compliant operations.
Plan Features
Annual business and/or personal tax return
Quarterly bookkeeping
Annual tax planning
Annual review meeting
Support & Assistance
Email/phone support within 2–3 business days
IRS and state tax support – up to once per year
ADVISORY PACKAGE
Ideal for growing businesses that want ongoing guidance, deeper insights, and proactive tax strategies.
Plan Features
Annual business and/or personal tax return
Monthly bookkeeping
Semi-annual tax planning
Quarterly advisory meetings for performance review and strategy
Support & Assistance
Email/phone support within 1–2 business days
IRS and state tax support – up to twice per year
Proactive tax savings recommendations throughout the year
ELITE PACKAGE
Designed for established or high-growth businesses that want premium, year-round strategic partnership and full-service financial oversight.
Plan Features
Annual business and/or personal tax return
Weekly bookkeeping
Quarterly tax planning and strategy sessions
Monthly advisory meetings for financial performance, forecasting, and growth planning
Support & Assistance
Priority email/phone support – same or next business day response
Unlimited IRS and state tax support
Comprehensive year-end review and forward-looking strategy plan