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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Duplex Package
  • Cash Flow Management
  • Monthly Bank Reconciliation                                    (up to 2 accounts)
  • Monthly Profit and Loss Statement 
  • Quarterly Financial Statements 
  • Monthly Bookkeeping Coaching Session
  • Monthly Email Follow Up 

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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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Equity Package

 

  • Cash Flow Management, Operating Expenses, Accounts Receivable, Accounts Payable
  • Monthly Bank Reconciliation                  
  • Credit Card Reconciliation
  • General Ledger Reconciliation
  • Monthly Profit and Loss Statement
  • Budgeting & Forecasting 
  • Monthly Bill Pay
  • Monthly, Quarterly and Annual Financial Statements 
  • Two Monthly Coaching Sessions
  • Bi Weekly Email Follow Up

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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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  • Business Entity Consulting 
  • Marketing Tactics 
  • Niche Consulting 
  • Target Audience Analysis 
  • Branding Analysis
  • Business Credit Strategies
  • Tax Planning Strategies
  • Logo and Website Resources

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  • Unlimited Disputes Every 30-40 days
  • Credit Building Strategy
  • Monthly Credit Update Emails
  • Monthly Credit Counseling Session 
  • 6-9 months time frame 
  • BONUS: Business Credit Building Program for 6 months 

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