SERVICES WE PROVIDE

TAX RETURN PREPARATION

Personal and Business Tax Return Preparation. In addition, we can provide quarterly estimated tax project

PAYROLL

Quarterly Payroll Tax Returns (941, 940, and State Returns), W-2 Preparation, Quarterly or Monthly Book Keeping

FINANCIAL STATEMENTS

Accounting, Financial Statement Preparation, Analysis of Key Performance Indicator for Business

TAX PLANNING

We create customized tax plan for individual and businesses. This includes tax projection, analysis of financial statement, and meeting with CPA.

AUDIT PROTECTION

Three years of audit protection. Waive hourly audit fee for up to 10 hours of Audit Representation. For both personal and businesses.

TAX RESOLUTION

Tax Reliefs with bankruptcy, settle wage garnishments, reduce delinquent tax, and more. We review your case and develop a thorough plan.

PACKAGE PLAN

Essential

$298/mo

RECURRING MONTHLY

Plus

$598/mo

RECURRING MONTHLY

Deluxe

$798/mo

RECURRING MONTHLY

Quarterly Bookkeeping

Personal Tax Return Preparation

Business Tax Return Preparation

Annual Federal & State Tax Filing

Email Support Only

Monthly Bookkeeping

Personal Tax Return Preparation

Business Tax Return Preparation

Annual Federal & State Tax Filing

Tax Projections

Estimate Tax Payment Preparation

Key Performance Indicator

Limited IRS Audit Support CPA Defense

Phone & Email Support

Free QuickBooks Online

Weekly Bookkeeping

Personal Tax Return Preparation

Business Tax Return Preparation

Annual Federal & State Tax Filing

Tax Planning

Tax Projections

Estimate Tax Payment Preparation

Property Tax Return

Business Advisory Services

One-on-one CPA Meeting

Key Performance Indicator

Limited IRS Audit Support CPA Defense

Phone & Email Support

Free QuickBooks Online

Essential

$298/mo

RECURRING MONTHLY

Quarterly Bookkeeping

Personal Tax Return Preparation

Business Tax Return Preparation

Annual Federal & State Tax Filing

Email Support Only

Plus

$598/mo

RECURRING MONTHLY

Monthly Bookkeeping

Personal Tax Return Preparation

Business Tax Return Preparation

Annual Federal & State Tax Filing

Tax Projections

Estimate Tax Payment Preparation

Key Performance Indicator

Limited IRS Audit Support CPA Defense

Phone & Email Support

Free QuickBooks Online

Deluxe

$798/mo

RECURRING MONTHLY

Weekly Bookkeeping

Personal Tax Return Preparation

Business Tax Return Preparation

Annual Federal & State Tax Filing

Tax Planning

Tax Projections

Estimate Tax Payment Preparation

Property Tax Return

Business Advisory Services

One-on-one CPA Meeting

Key Performance Indicator

Limited IRS Audit Support CPA Defense

Phone & Email Support

Free QuickBooks Online

ANNUAL REVENUE
(GROSS REVENUE)
ESSENTIAL
PLUS
DELUXE
$0 – 100K
$298/MO
$598/MO
$798/MO
$100 – 250 K
$398/MO
$698/MO
$898/MO
$250 – 400K
$498/MO
$798/MO
$998/MO
$400K – 600K
$598/MO
$998/MO
$1198/MO
$600K – 800K
$698/MO
$1098/MO
$1398/MO
$800 – 1M
$798/MO
$1198/MO
$1598/MO
$1M – $1.2M
$998/MO
$1298/MO
$1798/MO
ANNUAL REVENUE
(GROSS REVENUE)
$0 – 100K
$100 – 250 K
$250 – 400K
$400K – 600K
$600K – 800K
$800 – 1M
$1M – $1.2M
ESSENTIAL
$298/MO
$398/MO
$498/MO
$598/MO
$698/MO
$798/MO
$998/MO
PLUS
$598/MO
$698/MO
$798/MO
$998/MO
$1098/MO
$1198/MO
$1298/MO
DELUXE
$798/MO
$898/MO
$998/MO
$1198/MO
$1398/MO
$1598/MO
$1798/MO