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OUR SERVICES

TAX PREPARATION

Personal Tax Preparation includes 1040 federal filing, state filing, W2, Schedule C, Schedule E, 1099, 1098, and more are included. This option is also for self-employed business owners who are listed under an LLC. Starting price $150.00. This appointment usually lasts 45 minutes.

Business Tax Preparation includes S-Corp, C-Corp, and Partnership filings. Forms 1065,1120, 1120S and more are included. Starting price $750.00. This appointment lasts 1 hour.

BOOKKEEPING 

As your bookkeeper, I’ll make sure every transaction is entered into the books and correctly categorized. I’ll reconcile all accounts, sales tax, accounts payable/receivable and more. Choose from one of our packages or get a quote custom to your business.

Silver​

This package is for a part time business owner. We classify transactions from debit & credit cards, so you know where your money is going. We reconcile the accounts to make sure nothing is missed. You also receive quarterly profit & loss and Balance Sheet Statements, so you can maximize your profit opportunities. One time set up fee of $99 applies.

Gold

Our most popular plan is perfect for small businesses. It includes everything in the silver Bookkeeping package PLUS Accounts Receivable (send invoices to customers), Accounts Payable (pay vendor bills), tracking payments to 1099 subcontractors, and filing sales tax returns. We also provide Year End Services to make sure everything is wrapped up and ready to go for tax time. One time setup fee of $159 applies.

Platinum

This package is for the well established business owner. This package includes everything from the Gold Bookkeeping level. It offers purchase orders, inventory tracking, job costing, and class & location tracking. We also take care of your CAT tax and Unclaimed Funds returns. We know you want more detailed and frequent reports to get the information to grow your business, and we’ve got them ready when you need them. Don’t forget your budget, we help with that too. A one time set up fee of $249 applies.

PAYROLL

Managing payroll can be a time-consuming and complex task for any business. With our expertise and comprehensive payroll services, we can seamlessly handle all your payroll needs, allowing you to focus on growing your business.

Silver Payroll

  • $40/month

  • + $5 per employee*

  • payroll processing for up to 10 employees

Gold Payroll

  • $70/month

  • + $8 per employee*

  • Our most popular package offers payroll for up to 10 employees. We take care of making sure your Federal, State, and Local taxes are filed and paid. We’ll take care of your Federal & State Unemployment Tax filings as well.

Platinum Payroll

  • $99/month

  • + $15 per employee*

  • Payroll processing for up to 20 employees, including everything in Gold Payroll PLUS withholding for Benefit Plans and filing Workman’s Compensation Insurance.

BUSINESS FILING

We will help you get your business established by filing all the necessary paperwork such as, LLC, EIN and other required documents based on your business type and structure.

BUSINESS CREDIT

Because credit is key. You can’t properly grow and scale your business without it. We’ll set the foundation and help you apply for startup accounts to establish tradelines.

BUSINESS COACHING

With our experienced team by your side, you'll gain invaluable insights, strategic guidance, and personalized support to propel your business forward. Our business coaching services are designed to address the unique challenges you face and help you navigate the complexities of running a successful enterprise.

BUDGETING

Who doesn't need help here. We'll work together to come up with a plan to smash your savings goals, but still enjoy life...balance! Yes, it will be hard, but the reward is worth it. 

NOTARY

Our experienced and certified notaries are dedicated to providing efficient and accurate notarization for all your important documents. Whether you need to notarize legal documents, contracts, affidavits, or any other important paperwork, our skilled notaries will ensure the process is executed flawlessly.

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