Basic

Just starting out!

• Tax Preparation for Personal and Business Tax Returns

• Paid meetings as needed

• Monthly Bookkeeping, Payroll, and Consulting

• Home Office and Accountable Plan Tax Strategy Implementation

  
  

Advanced

In Business and Growing!

• Tax Preparation for Personal and Business Tax Returns

• Quarterly Check-In Meetings

• Monthly Bookkeeping, Payroll, and Consulting

• Home Office and Accountable Plan Tax Strategy Implementation

CFO Level

You’re Ready to Become Unstoppable!

• Tax Preparation for Personal and Business Tax Returns

• Monthly Check-In Meetings

• Monthly Bookkeeping, Payroll, and Consulting

• Home Office and Accountable Plan Tax Strategy Implementation

• Hiring Kids and Augusta Rule Strategies Implementation

• Personalized Family Tax Planning and Financial Planning Strategy Meetings