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Tax Preparation

  • Individual tax preparation 

  • Schedule C/1099 tax preparation 

  • Federal & State  

  • Audit Protection 

  • All 50 states 

Accounting & Bookkeeping Services

  • Monthly bookkeeping and bank reconciliation 

  • 30 Minute Monthly Money Calls 

  • 90 min Quarterly Review 

  • Integrated Tax Strategy 

  • Unlimited Email Support 

  • Financial reports: Profit & Loss Statement + Balance Sheet 

  • $250 Credit towards tax preparation 

  • 1099 Filings up to 5/$25 for additional forms 

  • Discounted QBO Subscription 

Tax & Audit Representation

  • Owe back taxes? 

  • Received a notice from the IRS? 

  • The IRS levied your bank account? 

  • Failed to file previous years tax returns? 

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