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ADD-ON SERVICES OFFERED

  • Business Advisor Plus

    250$
    Every month
    We will be your advisor and coach helping you set & maintain business and financial goals.
    Valid for 12 months
    • $2,800 if full payment provided up front
    • Initial 1 hour planning and goal setting meeting
    • Business Health Score
    • Year round access via phone/email
    • Mid-Year Review of Financials and business goals (In Person)
    • Quarterly Financial and business goal check-in (Remote)
    • Tax-Time Review of financials and business goals
    • Quarterly Tax Estimate Calculations
    • Help with setting up your Quickbooks Online Account
    • 30% off your Quickbooks Online Subscription Price
    • Help with balance sheet and chart of accounts setup
    • E-mail Updates
    • Retirement planning consultations (401k, Roth, etc.)

  • LLC Business Formation + 1 hr. Bootcamp

    499$
     
    Consultation to discuss everything involved in forming an LLC for your business and taxes.
    Valid for one year
    • 60-90 Minute Consultation
    • LLC Filing
    • EIN Filing
    • $99 Filing Fee with state is included in price

  • S-Corp Business Formation +1 hr Bootcamp

    799$
     
    Consultation to discuss everything involved in forming an S-Corp and see if it is right for you.
    Valid for one year
    • 60-90 Minute Consultation
    • S-Corporation Formation
    • LLC Filing
    • EIN Filing
    • $99 Filing Fee with state is included in price

  • Business Tax Planning and Resolution

    700$
     
    For your business planning questions- i.e. payroll setup, chart of accounts, pricing, loans, etc.
    Valid for one year
    • 60-90 Minute Meeting
    • Additional questions through email/phone yr. round

  • Individual Tax Planning and Resolution

    350$
     
    Non business questions- i.e. pay stub calculations, estimates, rental sales, etc.
    Valid for one year
    • 60-90 Minute Consultation
    • Additional questions through email/phone yr. round

  • Trust/Estate Tax Return

    900$
     
    Valid for one year

    • Gift Tax Return

      450$
       
      Valid for one year
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