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
- 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
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
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