Services Offered

Services are offered in multiple tiers.

We offer tax return preparation only to a White Glove package that is designed for small business owners that desire a hands-on approach.

One-off tax consulting engagements start at $305/hour and will vary on price depending on topics discussed.

For those who only want tax return preparation

Starts at $ 2,100

Starts at $1,500

Starts at $175

Other Services Available:

(For additional fees)

For those who desire a hands-on approach with tax advisory by implementing planning with a macro and micro strategy

Monthly Subscriptions are billed monthly or annually

Tailored Fit - Starting at $400/mo

White Glove Service - Requires Client Consult for Quote

This tier is like having your accountant be your executive assistant

Includes all services from Tailored Fit Tier Plus:

First tier of bookkeeping service + payroll management
Unlimited Tax Planning/Advice access (except some weekends and holidays) through email, phone/zoom, and text
Other tax and accounting related support to include entity setup for new businesses, state annual report filings, estimated payment reminders/payment support.
A/P and A/R mangement

Offered in a tiered price plan, depending on complexity

Starts at $300/month

Entity Formation:

Legacy Accounting