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Tax Essentials Package
This package covers everything needed to confidently and accurately file your federal and state tax returns. We prepare current and prior-year returns, ensure full compliance, and handle any necessary e-filing and refund tracking.
You'll also receive support with IRS letters and notices, with the option to add audit protection for added peace of mind.
Business Core Compliance Package
Designed to keep your business compliant and financially organized, this package includes preparation of business tax returns (such as Schedule C, 1065, or 1120S), full-service bookkeeping on a monthly or quarterly basis, and reliable payroll setup or support using tools like Gusto or QuickBooks.
We also evaluate your entity type to ensure it's still serving you—from sole prop to S-corp conversions—and handle annual reports, 1099s, and deadline reminders.
Strategic Advisory & Niche Services
This premium advisory package is focused on proactive tax strategy and long-term financial efficiency. You’ll receive annual or quarterly tax planning sessions, a fully customized tax strategy roadmap, and expert guidance on multi-entity structures, asset protection, and tax-saving opportunities across your income sources. Services include advice on retirement planning, investment tax impacts, real estate, crypto, and industry-specific deductions.
We also provide tailored support for clients with complex returns or high-growth goals, helping you minimize tax liabilities, maximize deductions, and keep more of your income through smart, legal strategies.