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