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

 
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Essential

This service is recommended when few tax strategy opportunities are available or cash-flow is extremely restricted.

    • 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 and state tax notices

    • Proactively inform you of tax law changes that impact your business

An adolescent cactus in a pot

Elevated 

This service is recommended for business owners seeking aggressive tax savings.

    • 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 and state tax notices

    • Monitoring tax law changes and translate them into strategies for your business

A fully grown, large cactus in a pot

Elite

This service is recommended for business owners seeking additional guidance and priority service.

    • Quarterly review of financials and strategy conversations

    • Planning in advance where your money is going with cash-flow planning

    • Overseeing implementation of tax strategies by coordinating directly with your team and professionals

    • 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

Let’s talk about what plan works best for you.

Schedule A Consultation