- Income Tax Preparation
- Personal Financial Statements
- Financial Planning and Consulting Services
Prices are subject to volume and complexity of tax forms. After a brief discussion, we can give you a price quote based on this list.
- Basic plus more complex tax forms related to freelance, single-member LLC, brokerage activity, rental real estate, K-1 activity, multiples states, employee stock options, etc.
- High Net Worth Individuals that require a tailored approach to their tax compliance and financial planning matters
- Tax Filing
- Bookkeeping and Accounting using Quickbooks Online
- Consulting on payroll service, sales tax, and software: QBO, Gusto, ADP, Bill.com, Square, Stripe
- Outsourced CFO Services
Our Full Service – Monthly option serves as the finance and accounting department for your business.
- Income tax return preparation, setup and quarterly consulting on bookkeeping, payroll, sales tax, owners personal tax situation