Services

Starting at $2,200

Who it's for:

• S corporations
• Partnerships 
• C corporations

Available Services:

• Current year tax preparation
• Prior year(s) return review
• Periodic financial review
• Quarterly tax newsletter
• Proactive tax planning
• Communication with IRS and state agencies
• 1099 preparation

Starting at $850

Who it's for:

• Individuals without a business
• Individuals with Schedule C or Schedule E

Available Services:

• Current year tax preparation
• Prior year(s) return review
• Periodic financial review
• Quarterly tax newsletter
• Proactive tax planning
• Communication with IRS and state agencies

 Available Services:

• Gift (Form 709) Tax Return 
• Estate (Form 706) Tax Return
• Trust (Form 1041) Tax Return
• Estate Planning 
• Wealth Transfer Planning
• Probate Administration
• Trust Administration
• Trust accounting
• Estate Accounting

Who it's for:

• Schedule C
• S corporations
• Partnerships
• C corporations

Available Services:

• Initial bookkeeping setup
• Established bookkeeping clean-up
• Categorization of monthly transactions
• Reconciliation of bank accounts, credit cards, loans, etc.
• Monthly prepared financial statements, e.g. profit & loss, balance sheet
• Periodic financial review
• Accounts payable management
• Accounts receivable management
• Invoice and bill payment management
• Sales tax compliance
• Payroll assistance
• 1099 preparation