Transparent Pricing. Clear Expectations.

Tax compliance and year-round planning for individuals.

• Federal and state tax returns
• Year-round tax advisory
• Quarterly estimated tax planning
• Year-end tax planning
• IRS and state notice assistance

Comprehensive tax compliance and proactive planning for privately held businesses and their owners.

• Federal and state business returns
• Proactive planning through the year
• Quarterly estimated tax planning
• Year-end tax strategy
• IRS and state notice assistance
• Owner’s individual return scoped and priced separately

Fiduciary work for trustees and beneficiaries, including transfer planning.

• Federal and state fiduciary returns
• Tax planning related to trusts, estates and wealth transfers
• Beneficiary tax guidance
• IRS and state notice assistance

Records kept accurate and current rather than reconstructed at year end.

• Monthly bookkeeping oversight
• Bank and credit card reconciliations
• Monthly financial statements
• Secure client portal
• Coordination with your tax work

Everything in Bookkeeping, plus the reporting and review a growing business runs on.

• Monthly financial review meetings
• KPI reporting
• Budget versus actual
• Cash flow reporting
• Quarterly business reviews

Everything in Controller Services, plus a senior finance voice in the decisions ahead.

• Forecasting and budgeting
• Scenario modeling
• Profitability analysis
• Financing support
• Growth planning and M&A advisory
• Executive financial guidance