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Tax & Strategic Packages

Plans that provide solutions to an issue that can be handled with short-term engagements. Ideal for those who want quick one-off solutions or prefer a DIY approach.

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Strategic Support

Plans that offer solutions for problems that can be addressed in one-time meetings or in 2-3 hours (including internal work and client-facing meetings).

Tax Preparation

Follow our proven 3-step process to have your individual and/or business taxs prepared. (1) Upload documents (2) Fill out Tax Organizer (3) Schedule Intake appointment = Taxes Filed!

Bookkeeping for Prior or Current Year Tax Filing

Our bookkeepers and tax experts enter and review your data to create a clear and accurate profit & loss statement.

Start Your Business

Our business team provides personalized business formation recommendations and takes care of the registration process, followed by a strategy session for next steps.

Other Strategic Packages

Call for a consultation if you are interested in tax planning, tax liability review (i.e. W-4 assistance), business entity consultation, IRS problem-solving, financial growth plans for individuals and families, and more.

Services that provide solutions to your financial problems.

1 / Fractional CFO Services

A year-round partnership where we become your dedicated accounting department.

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2 / Year-Round Support Services

Engage in year-round services to oversee and efficiently manage your annual financials.

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3 / Tax & Strategic Packages

Ideal for those who want quick solutions or prefer a DIY approach.

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