Taxes do not have to be complicated, but who has time to learn the many ways you can use the tax code to build your wealth? That’s where we come in, we’ll study it for you – you personally and provide a guide to help you achieve your goals. It’s not going to stop at the tax return with a “see you next year” – this is a personal and protected place to build on your passions with a trusted tax advisor.
Basic Bookkeeping
$150/month (Includes up to 75 Transactions/Month)
This service includes monthly bank reconciliations and financial reports.
Intermediate Bookkeeping
$250/month (Includes up to 125 Transactions/Month)
This service includes monthly bank reconciliations and financial reports.
Add-On Services
Consulting
Initial Consultation – $250
(Prior Year Tax Return Review & 1 Hour Meeting)
Tax Prep/IRS Correspondence – Hourly Rate $200-$225
Bookkeeping – Hourly Rate $150
Business Entity Set Up
C- Corporation/LLC – $1,200
S-Corporation – $1,500
Non-Profit – $1,750
Outsourced CFO/Controller
Starting at $1,500/month
Includes weekly meetings with reporting
Other Services include
(prices will be quoted depending on the nature of the business):
1099 preparation, Personal Financial Statements, Comfort Letters, IRS Notices with resolution advice,
Collection Negotiations and Offers in Compromise, Installment Agreements, QuickBooks Setup