• Our Services

    Our goal

    is to provide

    business owners and individuals

    with the time to concentrate

    on what they do

    BEST!

     

     

    Our specialty is tax return preparation and planning:

     

    PREMIER TAX SIMPLIFICATION

    As low as $125/month

    • Preparation of up to two annual income tax returns
    • Quarterly tax estimate reviews
    • Unlimited telephone and email support

    However, we have found that most small businesses

    need bookkeeping

    and they need it done right.

    To accomplish that goal,

    in addition to

    our tax services,

    we offer

    accounting packages

    as well as

    a la carte pricing.

     

    PROPRIETOR

    $150/month

    • 1 account for a self-employed/independent contractor (bank, credit card, savings, other)
    • Up to 50 total transactions recorded and categorized quarterly
    • Reconciliation of account on a quarterly basis
    • 30 minutes of phone/video conference per month
    • Unlimited email support

     

    ENTREPRENEUR

    $275/month

    • Up to 3 accounts (bank, credit card, savings, other)
    • Up to 75 total transactions recorded and categorized monthly
    • Reconciliation of accounts on a monthly basis
    • 1 hour of phone/video conference time per month
    • Unlimited email support

     

    RAINMAKER

    $400/month

    • Up to 5 accounts (bank, credit card, savings, other)
    • Up to 100 total transactions recorded and categorized monthly
    • Reconciliation of accounts on a monthly basis
    • 1 hour of video/phone conference time per month
    • Unlimited email support

     

    TAX SIMPLIFICATION ADD ON

    $125/month

    • Preparation of up to two annual income tax returns
    • Quarterly tax estimate reviews
    • Unlimited telephone and email support

     

    ADDITIONAL SERVICES:

    • Additional transactions - $3.00 per line
    • Additional accounts - $99 each, 35 transactions per month
    • Historic accounting cleanup – hourly rates apply
    • Prepared Financial Statements - $350 per month if reported monthly, $750 per quarter if reported quarterly, $950 per year if reported annually 
    • Compiled Financial Statements - $550 per month if reported monthly, $950 per quarter if reported quarterly, $1250 per year if reported annually
    • Benchmarking – hourly rates apply
    • Budgeting – hourly rates apply
    • Additional phone/video conferences – hourly rates apply
    • Quarterly and Annual Payroll Reports – hourly rates apply
    • Sales/Use Tax Returns – hourly rates apply
    • Occupational License Tax Returns – hourly rates apply
    • Personal Property Tax Returns – hourly rates apply

    We are QuickBooks® ProAdvisors

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