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 

BOOK A CALL

 

  • 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

BOOK A CALL

 

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

BOOK A CALL

 

  • Local, State, Corporate & Federal Grant Research

Nonprofit Organizations

  • Local, State, Corporate & Federal Grant Research
  • Application & Grant Writing
  • Monthly Coaching Session

BOOK A CALL

 

  • Credit Consulting
  • Loan Paperwork Preparation
  • Capital Consulting 

Funding available in:

  • Real Estate Based
  • Revenue Based
  • Non Revenue Based
  • Startup Based
  • Equipment Based
  • Fast Funding and Working Capital
  • IRA and 401K Based
  • Business Line of Credit
  • SBA and Long-Term Funding
  • Asset Based

 

BOOK A CALL

Package 1

 

  • Strategic & Custom Unlimited Disputes Every 45 Days To Credit Bureaus
  • Credit Update Emails
  • Unlimited Credit Education & Building Program
  • 24/7 Secure Client Portal Access
  • No Long-Term Contracts
Package 2
  • Strategic & Custom Unlimited Disputes Every 40-45 Days to the Credit Bureaus
  • Credit Update Emails
  • Unlimited Credit Education & Building Program 
  • 24/7 Secure Client Portal Access
  • Budgeting Tools
  • Monthly Update Calls
  • Business Credit Analysis Call
  • No Longterm Contracts 

BOOK A CALL