Customized Tax Accounting Packages For Your Business Needs

How it Works

Maximize your tax savings and ensure compliance with our expertly crafted tax accounting packages. Choose the perfect package to suit your business needs, or contact us for a custom solution.

We offer three comprehensive packages to meet the diverse needs of our clients. Each package is designed to provide value and peace of mind, with services that grow alongside your business.

Bundle your services to get more affordable pricing with one of our packages

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Why Choose Customized Packages?

Customized Solutions: Tailored packages to meet your specific business needs.
Personalized Service: Dedicated professionals who understand your business.
Proactive Approach: We help you plan and save on taxes, not just file them.

Our Packages Detail

Classification and tracking of transactions
Monthly bank and credit card reconciliations
Quarterly financial statements
Monthly check-in
Accounting questions answered
Financials ready for tax filing (sent to you and/or EA/CPA)
1099 reporting
Quarterly Expense Analysis
Monthly Journal Entries
Monthly Depreciation & Amortization
IRS Representation (ADD ON)
Payroll (ADD ON)
Performing due diligence and valuation on business acquisitions (ADD ON)

Everything in Premium Package
Yearly Board level reports
Quarterly tax strategy and planning
Unlimited tax questions and research
Business tax filing
Included personal tax filing for up to two owners
Business License Renewals
Monthly/Quarterly/Yearly Sales Tax reporting
IRS Representation (ADD ON)
Payroll (ADD ON)
Performing due diligence and valuation on business acquisitions (ADD ON)

Everything in Elite Package
Robust financial reporting and scenario analysis
Development and tracking of KPIs
Cash flow optimization, growth strategy, profitability analysis
Forecasting cash, revenue, expenses and profit
Annual budgeting
Monthly budget vs. actual analysis
Maintaining relationships with banks, lenders, and investors
Analyzing customer acquisition costs and lifetime values
IRS Representation (ADD ON)
Payroll (ADD ON)
Performing due diligence and valuation on business acquisitions (ADD ON)

Lets Get Started

Ready to get started or have questions? Click the link below to schedule a complimentary consultation with one of our experts. We’ll help you find the perfect tax accounting solution for your business.

Note

*Prices listed are “Starting at” and depend on the size of the engagement

**We are committed to delivering exceptional value. If you don’t feel you’re getting the value you expect, we offer a money-back guarantee. Your satisfaction is our top priority.