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OFFERINGS

Service options to fit your needs

INDIVIDUAL & BUSINESS TAX PREPARATION

Tax preparation services
Tax Planning
Accounting & Tax Services

TAX PLANNING

PAYROLL SERVICES
QUARTERLY REVIEWS
YEAR-END TAX FORMS

TAX PLANNING PACKAGES

Successfully navigating tax law changes requires more than tax preparation.  It takes proactive planning!  Our comprehensive tax planning packages are designed to meet YOUR needs and help minimize your taxes.  Trust us to provide you with the expertise and guidance you need to navigate the complexities of the tax system and achieve your goals.

Tax preparation services

Tax Prep Only

  • Business tax return

  • Individual tax return

  • Unlimited email support

Tax preparation services Tax planning services

Tax Planning Basics

  • Annual tax planning meeting

  • Business entity review

  • Owner payroll allocation

  • Business & owner tax returns

  • Estimated tax review

Accounting Services

Advanced Strategies

Everything in Basics plus:

  • Quarterly performance review

  • Business goal tracking

  • Advanced tax strategies

  • Retirement plan review

  • Employer benefit review

  • Unlimited email support 

  • Electronic document storage

  • Reminder notifications

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Take advantage of our FREE tax return review!

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