Plans & Pricing
Tax Return Preparation
Works well for solo businesses owners who want to stay small but be as efficient as possible
Tax Services
- Business Tax Return
- Personal Tax Return
- Tax Planning Meeting
Accounting Services
- Yearly Meeting
- Access to Send Questions to CPA
- Account on QBO to Have CPA Review
Accounting Team
Great for small businesses (1 to 5 employees) wanting to grow and expand
Tax Services
- Business Tax Return
- Personal Tax Return
- Tax Planning Meeting
- Quarterly Tax Estimates
- Track and File 1099s
Accounting Services
- Monthly Record Keeping
- Monthly Reconciliation
- Basic Accounting Analysis
- Basic Financial Reports
- Basic KPI Reporting
- Basic Customized Reports
CFO Services
Ideal for established businesses (1 to 10 employees) needing an outsourced finance team
Tax Services
- Business Tax Return
- Personal Tax Return
- Tax Planning Meeting
- Quarterly Tax Estimates
- Track and File 1099s
Accounting Services
- Monthly Record Keeping
- Monthly Reconciliation
- Advanced Accounting Analysis
- Advanced Financial Reports
- Advanced KPI Reporting
- Advanced Customized Reports