Bookkeeping services
All Packages Include:
- Dedicated Bookkeeper
- Cash Basis bookkeeping
- Modified Accrual bookkeeping
- Profit & Loss statements
- Balance Sheets
- Standard Chart of Accounts
- 30% off discount for QuickBooks subscription
Essential
Designed for a Small Business: Self-Employed, Gig Workers with revenue up to $50k/month
- Bookkeeping for (2) accounts
- Up to 500 transactions
- Payroll for Owner S-Corp
- 50% off 1st year Tax Planning Strategy (value of $650)
Growth
Designed for Small to Medium-sized Business with up to 10 employees:
- Bookkeeping for (5) accounts
- Up to 1500 transactions
- 50% off 1st year Tax Planning Strategy (value of $650)
Scale
Designed for medium-sized business
- Bookkeeping for (10) accounts
- Up to 2500 transactions
- Up to 50 Employees
- Custom Reports
- Quarterly Expense Analysis
- 50% off 1st year Tax Planning Strategy (value of $650)
Enterprise
Medium to large-sized business
- Bookkeeping for over (10) accounts
- Over 2500 transactions
- 51-99 Employees
- Custom Reports
- Quarterly Expense Analysis
Individual/ Add-On Services
- New Business Set-up
- Annual Federal Tax filing
- Accounts Payable
- Accounts Receivable
- Payroll Services
- Onsite Staff Training: + travel expense
- Account Catch-up/ Clean-up: starting at $1200
Tax Preparation / Planning & strategy
Mitigate Taxes - Save Time - Maintain Compliance
Individual
*Federal & State Taxes
- Single
- Married filing jointly
- Married filing separate
- Head of Household
- Qualifying Widow(er) with dependent child(ren)
Business
*Federal, State & Local Taxes (if applicable)
- S-Corp
- LLC
- Partnership
- Exempt Organization
*Tax Preparation currently not available for the following states:
CA, CT, IL, NV, MD, NY, OR
We look at a person’s life, business, and regulatory requirements to LEGALLY reduce taxes. This takes place BEFORE year end vs. Tax preparation which takes place AFTER year end.
Categories include:
- Retirement plans
- Income and deduction timing
- Income shifting between entities
- Charitable contributions
- State income shifting
- Tax credits
- Higher education
- Business expenses
- Health and wellness Investments
- S Corp choice of entity
- Cost segregation study
- Tax loss harvesting
- QBI (Qualified business income deduction)
Tax Forms List
- 1040
- 1040NR
- 1041
- 1042
- 1065
- 1120
- 120POL
- 2290
- 2350
- 4720
- 4868
- 5227
- 5330
- 56
- 7004
- 720
- 8038CP
- 8849
- 9465
- 94X Annual
- 94X Quarterly
- 94XPINReg
- 990
- 990T
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- EIC/EITC
*Disclaimer: I am not an attorney, accountant, or financial advisor. I cannot give legal advice or counsel. This website is for educational and informational purposes only and should not be construed as legal advice on any matter.