A La Carte Services

 

Tax Planning

  • 1 Year Tax Plan
  • Capital Gains Tax Strategies 
  • 4 Virtual Tax Strategy Meetings 
  • Tax Saving Deductions 
  • Maximize Tax Credits 
  • Tax Code Strategies
  • Tax Law Updates
  • Marginal Tax Rates 
  • Retirement Planning 
  • Avoiding An Audit 
  • Wealth Building 

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  • Income Tax Preparation & Filing
  • Business Tax Preparation & Filing
  • Corporate Tax Preparation & Filing
  • Property Tax Return Completion
  • Nonprofit Tax Preparation & Filing
  • Amended Tax Preparation & Filing
  • Back Tax Preparation & Filing 
  • Electronic Filing & Paper Filing
  • Tax Client Portal 
  • Tax Checklist
  • Tax Analysis Overview 

Pricing is based on tax filing status

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Seller’s Market Package
  • Cash Flow Management, Operating Expenses
  • Monthly Bank Reconciliation (up to 3 accounts)
  • Credit Card Reconciliation 
  • Monthly Profit and Loss Statement 
  • Monthly Bill Pay
  • Quarterly & Annual Financial Statements
  • Monthly Bookkeeping Coaching Session
  • Bi Weekly Email Follow Up

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Bundle Package Services

Elite Package

 

  • Credit Consulting
  • Business Credit Building
  • Loan Funding Preparation & Consulting
  • Capital Consulting 
  • Local, State, Corporate & Federal

            Grant Research

  • Grant Writing
  • Monthly Coaching Session

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