Our Services and Resources

Reserve your spot for business tax preparation. This payment secures your place in line and will be credited toward tax preparation, planning or filing work.

What’s Included:

• Priority scheduling for your 2024 business tax services.
• Credit applied toward future services.
• Professional tax preparation and compliance guidance.

Exclusions:

• Total fees will likely exceed the initial credit and will be charged separately.
• An engagement letter is required before work begins.

Book now to guarantee your spot and simplify your 2024 business tax process.

Reserve your place for 2024 individual tax preparation. This payment locks in your spot for tax preparation, planning or filing services.

What’s Included:

• Reserved priority for individual tax preparation services.
• Credit applied toward your final bill.
• Professional tax preparation tailored to your needs.

Exclusions:

• Total fees will likely exceed the initial credit and will be charged separately.
• An engagement letter is required before work begins.

Secure your spot today and stay ahead of your 2024 tax needs.

Take control of your tax strategy with expert planning. This service offers a detailed analysis of your tax situation, complete with actionable steps.

What’s Included:

• Thorough review of financials to identify tailored tax strategies.
• Multi-year tax savings analysis with clear, actionable recommendations.
• Guidance to minimize tax liability and ensure compliance.

Unlock significant savings and receive a personalized tax roadmap today.

Receive expert tax advice tailored to your business. This focused consultation helps you optimize your business tax strategy.

What’s Included:

• Guidance on deductions, credits and planning strategies.
• Answers to questions about entity structure and estimated tax payments.
• Personalized recommendations to enhance tax efficiency.

Gain actionable insights for your business tax needs today.

Get personalized guidance for your tax situation. This consultation offers targeted advice to help reduce your tax liability.

What’s Included:

• Recommendations on deductions, credits and planning opportunities.
• High-level review of your specific tax concerns.
• Clear steps to make the most of your tax-saving opportunities.

Simplify your personal tax planning by booking today.

Navigate tax challenges with expert support. This consultation helps address IRS notices, back taxes, and payment plans.

What’s Included:

• Guidance on resolving IRS or state tax issues.
• Practical strategies for audits, levies or payment plans.
• Stress-free solutions tailored to your situation.

Take control of your tax resolution process by booking today.

Clarify your financial position with expert guidance. This consultation provides actionable advice for understanding your financial statements.

What’s Included:

• Answers to questions about balance sheets, income statements and cash flow.
• Professional recommendations to improve compliance and performance.
• Focused insights tailored to your specific needs.

Gain confidence in your financial decisions by starting today.

Gain confidence in your financial strategy. This consultation offers an unbiased review of your portfolio and wealth management plan.

What’s Included:

• High-level analysis of your investment portfolio.
• Strategic recommendations to optimize wealth management.
• Expert insights tailored to your goals.

Exclusions:

• Comprehensive analysis may require additional documentation and disclosures.

Get a fresh perspective on your financial strategy by booking today.

Discuss your legal concerns with a professional. This focused call provides high-level insights into your legal needs.

What’s Included:

• Guidance on contracts, business formation, estate planning and more.
• General recommendations tailored to your situation.
• Professional advice from an experienced attorney.

Book your consultation today to gain clarity on your legal matters.

Optimize your QuickBooks setup and management. This consultation provides expert guidance tailored to your needs.

What’s Included:

• Assistance with account setup, troubleshooting and transaction management.
• Reporting optimization to better understand your finances.
• Focused solutions to enhance QuickBooks performance.

Streamline your QuickBooks processes with professional support today.

Get professional bookkeeping at an introductory rate. This service is perfect for new clients seeking accurate financial management.

What’s Included:

• 3 hours of transaction categorization, account reconciliation or financial reporting.
• Expert assistance tailored to your specific needs.
• Ideal for single-entity businesses.

Exclusions:

• Additional time required beyond 3 hours will be billed at standard rates.

Ensure your books are accurate and up-to-date by starting with this service today.

Protect your legacy with a comprehensive estate plan. This service provides essential legal documents tailored to your specific needs.

What’s Included:

• Preparation of a will, power of attorney and healthcare directives.
• Trust planning (if applicable).
• Tailored guidance from an experienced attorney.

Secure your estate today and gain peace of mind for the future.

Stay compliant with FinCEN regulations. This service ensures accurate submission of your company’s ownership details.

What’s Included:

• Preparation and filing of BOI reports.
• Guidance to meet FinCEN compliance standards.
• Support for corporations, LLCs and other applicable entities.

Exclusions:

• Additional documentation may be required for filing.

Maintain compliance with ease by booking this service today.

Understand your business’s worth with expert insights. This service provides a detailed valuation report tailored to your business.

What’s Included:

• Analysis of unique attributes, market position and financial performance.
• Multi-year value projection with actionable recommendations.
• Guidance for growth, exit planning or strategic investments.

Gain valuable insights into your business’s financial future by starting today.

Keep your business in good standing. Our Annual Report Filing Compliance service ensures your report is filed accurately and on time.

What’s Included:

• Preparation and filing of your annual report.
• Accurate submission to meet state requirements.
• Guidance to avoid penalties and maintain compliance.

Exclusions:

• State filing fees are not included and will be billed separately.

Streamline your annual compliance today and focus on growing your business.

Ensure your insurance coverage aligns with your needs. This service offers a professional review of your policies to identify gaps or savings opportunities.

What’s Included:

• Comprehensive evaluation of existing policies and coverage limits.
• Recommendations for cost savings or enhanced coverage.
• Expert insights to better protect your assets.

Gain peace of mind and optimize your insurance today.