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ADD-ON SERVICES OFFERED

  • Business Advisor

    85$
    Every month
    We will be your advisor and coach helping you set & maintain business and financial goals.
     
    • Initial 1 hour planning and goal setting meeting
    • Year round access via phone/email
    • Mid-Year Review of financials and business goals (Remote)
    • Quarterly financial and business goal check-in
    • Tax-Time Review of financials and business goals
    • Quarterly Tax Estimate Calculations
    • $250 Off Business Tax Return Price With 1-Year Subscription
    • Help with Balance Sheet Setup

  • Business Advisor Plus

    150$
    Every month
    We will be your advisor and coach helping you set & maintain business and financial goals.
     
    • Initial 1 hour planning and goal setting meeting
    • Year round access via phone/email
    • Mid-Year Review of Financials and business goals (Remote)
    • Quarterly Financial and business goal check-in
    • Tax-Time Review of financials and business goals
    • Quarterly Tax Estimate Calculations
    • $500 off business tax return price with 1-Year Subscription
    • Help with setting up your Quickbooks Online Account
    • 30% off your Quickbooks Online Subscription Price
    • Help with balance sheet and chart of accounts setup
    • E-mail Updates
    • Retirement planning consultations (401k, Roth, etc.)

  • LLC Business Formation + 1 hr. Bootcamp

    499$
     
    Consultation to discuss everything involved in forming an LLC for your business and taxes.
    Valid for one year
    • 60-90 Minute Consultation
    • LLC Filing
    • EIN Filing
    • $99 Filing Fee with state is included in price

  • S-Corp Business Formation +1 hr Bootcamp

    799$
     
    Consultation to discuss everything involved in forming an S-Corp and see if it is right for you.
    Valid for one year
    • 60-90 Minute Consultation
    • S-Corporation Formation
    • LLC Filing
    • EIN Filing
    • $99 Filing Fee with state is included in price

  • Tax Planning and Resolution Add-On

    350$
     
    If you need additional services i.e. pay stub calculations, projections, rental sales, etc.
    Valid for one year

    • Trust/Estate Tax Return

      900$
       
      Valid for one year

      • Gift Tax Return

        450$
         
        Valid for one year
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