Our Services Are For You If...
You are an individual dedicated to your financial health and ready to invest in professional services.
You are a small business with an annual revenue of $100,000 to $5,000,000.
You are ready to delegate accounting and tax services, and can comfortably afford to invest in an ongoing partnership.
You are open to using Quickbooks or other modern and efficient accounting solutions.
Our Services
We provide tax and accounting services for small businesses and individuals. We offer a wide range of services. Whether you are an established company or needing a consult on the tax implications of a specific scenario, we are here to assist.
Partners in financial security.
Who We Serve
We work with individual and small businesses. Entrepreneurs are our jam as we specialize in tax and accounting services for small businesses. Think of our role as your trusted business advisor.
SMALL BUSINESSES
Small businesses with a gross revenue of $100,000 to $5,000,000.
INDIVIDUALS
Individuals needing a tax professional or consulting from a CPA.
ENTREPRENEURS
Start-ups needing tax, consulting, or accounting support.
Our Pricing & Packages
Expertise that serve you.
Our services are offered in three package options. Our tax packages start at $1,000, billed annually and accounting packages start at $500 per month. Each package is customized based on your needs. With our firm, you are paying for our expertise, responsiveness and doing the right thing.
ESSENTIAL ADVISORY
This tier offers basic tax and accounting services, ideal for small businesses or individuals needing straightforward financial guidance and compliance.
PROFESSIONAL PARTNERSHIP
A mid-level tier designed for businesses and individuals seeking deeper financial insights and proactive strategies. This includes more comprehensive tax planning, financial analysis, and regular consultations.
ELITE STRATEGIST
The highest tier, offering extensive, top-tier services for clients needing advanced tax strategies, detailed financial management, and personalized business consulting. This would be tailored to high net-worth individuals or businesses needing a close, strategic partnership.
QuickBooks Professionals
Certified QuickBooks ProAdvisors
