Business Fundamentals Plan

Seed

For sole proprietors and new businesses

From $500/mo

Leaf

Canopy

For growing businesses with added complexities

From $1,000/mo

For establishes business with payroll & complex operations

From $1,500/mo

We will work with you to create a custom plan tailored to your business. You can choose any combination of the following:

What's included:

Ongoing Bookkeeping & Accounting

Annual Tax Returns

Payroll Monitoring & Reconciliation

Form 1099 Fillings

Tax Planning & Advisory Meetings

Letters / IRS Notices Support

Contact Anytime

Tax Preparation & Advisory

Businesses

Individuals & Families

For high net-worth individuals with complex tax situations

For small businesses & their owners with multiple sources of income and tax complexities

Annual Tax Returns

Tax Planning & Advisory Meeting

IRS Notice Support

Contact Anytime

What's included:

CONTACT