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SERVICE PACKAGES

“In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin.

We simplify the tax and bookkeeping burden through innovative resources that allow us to work for you from wherever you are.

Tax Packages

We will custom design your service package so that you get exactly what you need. And if we don’t provide the services you are looking for we will do our best to direct you to another source that can help.

Essential

  • Email and phone support
  • Form 1040 plus 1 state
  • Tax Planning
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Advanced

  • Email and phone support
  • Form 1040 plus 1 state
  • Tax Planning
  • Small Business
  • Rental Property
  • Bookkeeping
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Premier

  • Email and phone support
  • Form 1040 plus 1 state
  • Tax Planning
  • Small Business
  • Rental Property
  • Bookkeeping
  • Payroll
  • Sales Tax
  • Business Tax Returns

 

Additional Services

In addition to our Tax and Small Business Services, we offer other solutions.
If you don’t see what you are looking for, just ask.
If we don’t have what you need, we might be able to direct you to another source that can help.

 

  • IRS or State Notices response: We will gather the information necessary to respond appropriately to an IRS or State tax notice and assist you in implementing that response.
  • Audit representation: Our team of Enrolled Agents can represent you before the IRS or State Tax Authorities.
  • Tax filing for prior years: If you have not filed your tax returns for a while we can help you get up to date.
  • Amended tax returns: Sometimes mistakes are made, or you get additional information after you file your taxes.  We can amend prior year returns for you.
  • QuickBooks training: We can provide one-on-one instruction so you can know how to use QuickBooks for your business.