Our Packages

Monthly Financial Review & Tax Returns

This includes:

A review of your books every month of the year. We will dive in and make the necessary changes to save you in taxes. Whether it be opening a retirement plan, cutting expenditures in certain areas, or realizing necessary write off’s. We will help you to save more in your pocket. This also includes a completed business and personal tax return for the tax year being worked on. Unlimited texts or emails and two 30 minute calls with accountant. (Must lock in to a minimum of 6 months so that we get the big picture of the monthly books, a few months will not do justice for our end goal in financial assistance for your company).

This includes:

Completing your detailed bookkeeping to ensure your books are in order. Also includes a review of your books every month of the year. We will dive in and make the necessary changes to save you in taxes. Whether it be opening a retirement plan, cutting expenditures in certain areas, or realizing necessary write off’s. We will help you to save more in your pocket. This also includes a completed business and personal tax return for the tax year being worked on. Unlimited texts or emails and two 30 minute calls with accountant. (Must lock in to a minimum of 6 months so that we get the big picture of the monthly books, a few months will not do justice for our end goal in financial assistance for your company).

This includes:

Quarterly payroll return filings, sales tax filings, monthly review of books, and a personal tax return for the tax year being worked on. It does not include the business tax return for the year but if you purchase this package you will get a $200 discount on the business return fee. Unlimited texts or emails and two 30 minute calls with accountant. (Must lock in to a minimum of 1 year).

This includes:

Personal tax return and business tax return for the tax year being worked on, monthly review of books to ensure tax savings, timely sales tax and payroll tax filings, invoicing and billing, and bookkeeping (depending on which bundle you choose bookkeeping, invoicing and billing may not be included).