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
- Local, State, Corporate & Federal Grant Research
Nonprofit Organizations
- Local, State, Corporate & Federal Grant Research
- Application & Grant Writing
- Monthly Coaching Session
- 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
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