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

  • Real Estate Tax Short Term Rental Implementation

  • 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: $500 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: $1,000 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 - $2,000-$5,000 per month

  • 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): $400-500

  • IRS Payment Plan Set up and Compromise (Tax owed negotiation) Letters: $200

  • Bookkeeping Clean Up: $1,000-$2,000 per year

  • Financial Statement Preparation $1,500 - $3,000

  • Audit/Review Procedures: Please schedule a consultation or call

  • LLC formation (Any state) $125 per LLC

Bookkeeping

Contact us

Have a question? contact us and we will be in touch shortly.