Our Services
Support that grows with your business
Our accounting packages are built to support your business with structure, insight, and peace of mind. Whether you're just starting out or managing complex operations, we offer solutions that scale with you.
Accounting services that keeps your business moving forward
Bronze Package
Perfect for startups and freelancers with straightforward needs.
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Accounting system setup (Xero, Wave, or QuickBooks)
Transaction categorization
Bank reconciliation (1 account)
Basic financial statements
Silver Package
Perfect for startups and freelancers with straightforward needs.
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Everything in Bronze
Support for up to 2 income streams
Bank reconciliation (up to 2 accounts)
Sales & Use Tax compliance
Gold Package
Perfect for startups and freelancers with straightforward needs.
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Everything in Bronze
Cash flow management
Accounts Payable & Receivable support
Budget forecasting
Personalized client portal
Add-On Services
Bookkeeping Cleanup
Business Advisement
Ready to get started?
Let’s make this tax season your most confident one yet.
Tax season doesn’t have to be stressful
Tax solutions designed to simplify the process and maximize your return
Basic Personal Tax Package
Perfect for individuals with W-2 income and freelance work.
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Federal & state tax return filing
Schedule C preparation
Personalized pre-tax consultation
Post-tax review session
Sole Proprietorship Package
Ideal for sole proprietors who want to stay ahead of tax surprises.
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Everything in the Basic Personal Package
1 Personalized tax advisement check-in
Business Basic Package
Designed for single-entity businesses ready for strategic support.
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Business tax return (1065, 1120, or 1120S) If required to complete Schedules L and M-1 and M-2. price increases $500.
Basic Personal Tax return (The prices below are a packaged price for business and basic personal return includes EIC, K1's, education and schedule A form
1 personalized tax advisement check-in
Business Pro Package
Built for entrepreneurs managing 2 entities.
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2 business tax returns (1065, 1120, or 1120S) If required to complete Schedules L and M-1 and M-2. price increases $500.
Basic Personal Tax return (The prices below are a packaged price for business and basic personal return includes EIC, K1's, education and schedule A form)
4 tax advisement check-ins (two per entity)
Add-On Services
Hourly Tax Advisement
Previous Tax Return Reviews
Ready to get started?
Let’s make this tax season your most confident one yet.
