Perfect for individuals or businesses who need a professional tax return prepared accurately and on time

 

• ​Preparation of business and personal returns

• Review of supporting documents

• Tax planning notes included

• IRS E-file included

• Year-round client portal access

• Email and phone support

Ideal for those who want more than just a tax return - get the basics to stay organized and ahead

 

• ​Everything in Tier 1

• Year-round tax planning

• Quarterly tax estimates and reminders

• Document organization assistance

• Sales tax filing

• Year-end financial statements

• Client portal with secure document storage

Built for business owners who want clear financials, proactive planning, and strategic guidance

​

• ​Everything in Tier 2

• ​Basic bookkeeping (up to 50 transactions per month)

• Monthly financial statements

• Cash flow tracking and analysis

• Annual tax planning meeting

• Business performance insights and reccomendations

• Payroll processing (up to 10 employees)

• Priority support

For established businesses that want full-service accounting, strategic advisory, and peace of mind

​

• ​Everything in Tier 3

• Full-service bookkeeping

• Payroll and HR support

• 1099 and W-2 preparation

• Budgeting and forecasting

• CFO-level advisory and strategic planning

• Year-round tax strategy and optimization

• Priority support with same-day response