Accounting & Tax

Strong foundations have to come first.

From accounting to tax filings, get expertise at the pace you need.

Choose Accounting if you want to stay confidently on top of your business, or Tax if you’re ready to simplify your filings and start planning ahead.

Book your discovery call

Accounting Services

Feel confident, in control, and prepared for what comes next when the basics are handled.

When your finances are reliable, you can actually use them to run your business. Our accounting services help you get on top of the numbers and stay there. We do more than deliver reports; we help you understand what’s happening, why it matters, and what to do next.

Compliance Package

For small business owners who want to feel confident in their numbers, not second-guess them.

Includes:
  • End-of-month reconciliation of bank account, loans, and credit accounts
  • Monthly financial statements
  • Preparation of tax return and corporate tax planning

Starting at $300/month

Collaboration

For business owners who are ready to hand off more and gain a trusted partner.

Everything in Compliance, plus:
  • Weekly support tailored to your business needs: So the day-to-day doesn’t pile up and decisions can happen in real time.

Starting at $750/month

Concierge

For business owners who want to think — and act — like a CFO.

Everything in Compliance and Collaboration, plus:
  • Hands-on support leading your finance function: Receive up-to-date advice that guides high-level financial decisions.
  • Cash flow projections and budgeting: So you can see around corners, plan growth, and avoid crunch-time stress.
  • Weekly visibility into financial performance and planning

Starting at $2,500/month

Inquire about our accounting services

Tax Services

Your taxes don’t have to be a scramble. Whether you’re filing for yourself or your business, we bring structure, foresight, and year-round guidance to help you stay prepared and plan ahead.

Compliance

Includes:
  • Complex tax return preparation
  • Secure digital document storage
  • Prior tax year review

Starting at $1,000

Collaboration

For those who want to avoid surprises and use tax season as a planning tool.

Everything in Compliance, plus:
  • Yearly tax planning session: Spot opportunities and reduce your tax bill before it’s too late to act.
  • Quarterly estimated tax reviews: Stay on top of payments and avoid penalties or cash flow shocks.
  • IRS & state response support when needed: We will assist you responding to Federal and state tax notices

Starting at $1,500

Concierge Package

For individuals and business owners who want a forward-looking partner in their financial journey.

Everything in Compliance and Collaboration, plus:
  • Two annual tax planning sessions: More frequent check-ins mean better decisions throughout the year.
  • Review of financial goals: We align your tax strategy with your financial goals to increase your tax efficiency over a lifetime

Starting at $2,000

Inquire about our tax services

FAQs

What’s the difference between tax planning and tax preparation?

Tax preparation is what happens after the year is done. Tax planning is what we do during the year to make sure you’re not overpaying and can act on opportunities before it’s too late.

Do I need accounting help year-round, or only at tax time?

If you’re making business decisions during the year (and who isn’t?), real-time accounting helps you make better ones. We’ll help you choose the level of support that matches your stage.

I’ve had bad experiences with CPAs, how are you different?

We don’t hand you reports and expect you to understand every number. We talk through them. We don’t ghost you. We guide you. Our team is known for being responsive, thorough, and proactive, especially when others aren’t.

Can I upgrade or change packages later?

Yes. Your needs change, and your service can too. Start where you are, and we’ll adjust when you’re ready for more.

Got your strong foundation? Now let’s see how far your business can go.

With your books and filings handled, you have the clarity and structure to scale confidently.

But first, let’s explore what your business needs today.

Book your call

Our Other Services

For investment advisory

Financial Planning

For Cfo-level support

Consulting