CPA Services
Tax PrepARATION
Deliverables:
Tax return preparation
Quarterly tax estimates
All-in-one tax app
Key dates tax calendar
Tax summary dashboard
One-on-one tax return review
Individual Returns
Starts at $700
Business Returns
Starts at $1,800
Tax Planning
Deliverables:
Bi-annual strategy meetings
Optimal entity evaluation
Income & expense shifting
Retirement plan assessment
Credit & deduction optimizer
Officer compensation analysis
Full year access for questions
Essentials
Starts at $350 Quarterly
Comprehensive
Starts at $900 Quarterly
Bookkeeping
Deliverables:
Income and expense tracking
Bank reconciliations
Clean financial records
Monthly financial statements
Standard year-end journal
entries
Starts at $350 Monthly