- Tax Preparation & Planning From $750
- Income tax preparation. Remote processing and electronic filing of Federal & State returns. Initial consultation. Planning services available for additional fee. Appointment required.
- Payroll & 1099 Compliance From $250
- Monthly, quarterly and annual payroll and 1099 reporting and processing.
- Expert Witness & Litigation Support From $500
- Providing expert financial analysis for litigation.
- Starting A Business From $2500
- Includes entity selection, government filings, corporate documentation, bookkeeping setup, budgeting, marketing strategies, insurance needs, compensation planning, retirement & benefits planning. Additional services available.
- Accounting Services From $250
- Provide account analysis and perform necessary adjusting journal entries to appropriately report income and deductions. Correct QuickBooks issues.
- Business Entity Selection From $250
- Selection of the appropriate business operating structure is imperative to providing the best possible tax entity for your situation. If you are considering incorporating as an S or C Corporation, this is an opportunity to evaluate if this is appropriate for you.
- Corporate Tax Planning From $500
- Planning saves you taxes because you can properly structure income and deductions prior to year end. It organizes you prior to March 15.
- Estate Planning/Fiduciary returns From $1500
- Provide accounting services to properly allocate deductions on the returns. File any supporting 1099s File the Estate/Fiduciary Returns Forensic Accounting
- Financial Planning Services From $1500
- Evaluate strategies to maximize Financial stability and preserve wealth. Budgeting, insurance, real estate, operations of businesses, retirement planning, college savings, taking advantage of employer benefits...Reaching your financial goals in a methodical plan.
- Individual Tax Preparation From $750
- Plan to have an interview for an hour to discuss your documents and ascertain the completeness of the information. Electronically file Federal & State returns. Rental Real Estate, Like Kind Exchanges Retirement contribution planning Health Savings Accounts
- Retirement Plan From $250
- Determine the most appropriate plan for your business. SIMPLE IRAs 401(K) SEP Defined BENEFIT plan Compensation planning is included
- Corporate Tax 1120S & 1120 From $1000
- S Corporations Form 1120S C Corporations Form 1120 Support services to prepare adequate financial records. Due March 15
- Tax Planning Services From $250
- Structure your income and deductions in the most favorable manner to save taxes
- Cash based businesses
- Bookkeeping, accounting and payroll services for modified cash based business.
- Budgeting & Cashflow management
- Utilize a CPA/Personal Financial Specialist to organize your finances.
- Family owned business advisory services
- Tax strategies among family members.
- Buying or Selling a Business
- Evaluating strategies to maximize benefits for both parties.
