Our CPA Services
While we keep you compliant by preparing your income tax returns, our primary value is providing tax reduction strategies and business consulting.
Packages & Pricing
We offer three levels of service outlined below:
Pricing starting at $15,000 annually
Essential
This service is recommended when few tax strategy opportunities are available or cash-flow is extremely restricted.
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Individual Income Tax Return
Business Income Tax Return
Review of prior two year returns for accuracy, completeness and missed opportunities
Reviewing and advising on IRS tax notices
Proactively inform you of tax law changes that impact your business
Elevated
This service is recommended for business owners seeking aggressive tax savings.
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Semi-annual review of financials
Semi-annual strategy conversations to help direct decisions
Modeling multiple scenarios and designing a plan to maximize your savings with annual proactive tax reduction strategy.
Consulting on entity tax structure so taxes are as minimal as possible
Reviewing and responding to IRS tax notices
Monitoring tax law changes and translate them into strategies for your business
Elite
This service is recommended for business owners seeking additional guidance and priority service.
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Quarterly review of financials and strategy conversations
Planning in advance where your money is going with cash-flow planning
First priority response
Overseeing implementation of tax strategies
Acting as direct point of contact for the IRS and various state tax agencies
Reducing risk of audit with an annual report of reasonable compensation for officers
Receive priority same-day response from our team
