Tax Services
Comprehensive tax filing & planning services as a bundled package because we believe the greatest value comes from helping our clients proactively plan—not just file.
Tax Consultation
FREE
Tax preparation and filing for individuals and small businesses
Two annual tax planning meetings (June–July & Nov–Dec)
Client portal for secure document uploads and communication
FREE initial tax consultation to assess fit and identify opportunities
Accounting Services
We offer a high-touch accounting service that goes beyond the numbers, combining monthly financials with strategic guidance—because we know that informed decisions drive real business growth.
Starting at
$500
/month
Discovery & Solutions roadmap *
Catch-up & clean-up bookkeeping **
Monthly bookkeeping and account reconciliation
Monthly financial reports with key insights
Monthly meetings to review reports and discuss business performance
GET (General Excise Tax) filing and tracking
Dedicated client portal for document uploads and communication
Ongoing business advisory to support growth and strategic decisions
* Discovery & Solutions package is a one-time cost (billed separately) based on the complexity of your business. This gives you a complete financial diagnosis and implementation roadmap—whether or not you continue ongoing services.
** Cleanup costs are determined upfront and spread across your first six months of service. Your monthly price during this period will reflect both your base service and cleanup cost.
Tax Services
Comprehensive tax filing & planning services as a bundled package because we believe the greatest value comes from helping our clients proactively plan—not just file.
Tax Consultation
FREE
Tax preparation and filing for individuals and small businesses
Two annual tax planning meetings (June–July & Nov–Dec)
Client portal for secure document uploads and communication
FREE initial tax consultation to assess fit and identify opportunities
Accounting Services
We offer a high-touch accounting service that goes beyond the numbers, combining monthly financials with strategic guidance—because we know that informed decisions drive real business growth.
Starting at
$500
/month
Discovery & Solutions roadmap *
Catch-up & clean-up bookkeeping **
Monthly bookkeeping and account reconciliation
Monthly financial reports with key insights
Monthly meetings to review reports and discuss business performance
GET (General Excise Tax) filing and tracking
Dedicated client portal for document uploads and communication
Ongoing business advisory to support growth and strategic decisions
* Discovery & Solutions package is a one-time cost (billed separately) based on the complexity of your business. This gives you a complete financial diagnosis and implementation roadmap—whether or not you continue ongoing services.
** Cleanup costs are determined upfront and spread across your first six months of service. Your monthly price during this period will reflect both your base service and cleanup cost.
Tax Services
Comprehensive tax filing & planning services as a bundled package because we believe the greatest value comes from helping our clients proactively plan—not just file.
Tax Consultation
FREE
Tax preparation and filing for individuals and small businesses
Two annual tax planning meetings (June–July & Nov–Dec)
Client portal for secure document uploads and communication
FREE initial tax consultation to assess fit and identify opportunities
Accounting Services
We offer a high-touch accounting service that goes beyond the numbers, combining monthly financials with strategic guidance—because we know that informed decisions drive real business growth.
Starting at
$500
/month
Discovery & Solutions roadmap *
Catch-up & clean-up bookkeeping **
Monthly bookkeeping and account reconciliation
Monthly financial reports with key insights
Monthly meetings to review reports and discuss business performance
GET (General Excise Tax) filing and tracking
Dedicated client portal for document uploads and communication
Ongoing business advisory to support growth and strategic decisions
* Discovery & Solutions package is a one-time cost (billed separately) based on the complexity of your business. This gives you a complete financial diagnosis and implementation roadmap—whether or not you continue ongoing services.
** Cleanup costs are determined upfront and spread across your first six months of service. Your monthly price during this period will reflect both your base service and cleanup cost.
Ready to start?
See how we can support and the packages we offer. Book a call and connect with us and see how easy we make taxes and accounting.
Ready to start?
See how we can support and the packages we offer. Book a call and connect with us and see how easy we make taxes and accounting.
Ready to start?
See how we can support and the packages we offer. Book a call and connect with us and see how easy we make taxes and accounting.