The Bundle Includes:
- Comprehensive tax reduction planning
- Regular tax strategy consultations
- Personal and business tax preparation
and filing - W-2 and 1099 preparation and filing
- Annual audit risk and readiness review
- Access to business credit and funding
solutions - Optional financial service add-ons.
Silver Level
- Startup/New Investors
- Up to $250,000 Income
- Tax Return Analysis
- Basic Tax Strategies
- 1-Hour Attorney Consult
- Email Q&A Support
Gold Level
- All Silver Services
- Up to $1M Income Level
- Entity Optimization
- Advanced Tax Strategies
- Multi-Jurisdiction Analysis
- Semi-Annual Reviews
Platinum Level
- All Gold Services
- Over $1M Income Level
- Multi-Entity Analysis
- Premium Tax Strategies
- Advanced Tax Analysis
- Quarterly Reviews
Why Choose Us?
We combine cutting-edge technology, deep tax expertise, and exceptional client support to
help you legally minimize your tax burden each year. We focus on strategic tax planning—
ensuring you never pay a single cent more than required under the law. While you
concentrate on growing your business, we focus on shrinking your tax bill.
Bookkeeping Made Simple
Master Your Business Finances & Eliminate Risk. Stay IRS-compliant, avoid costly penalties, and get expert bookkeeping and payroll support tailored to your needs.
Service Overview
Maintaining accurate financial records and ensuring full compliance with tax regulations is critical to the health and success of your business. Our Managed Bookkeeping and Payroll Services are designed to provide you with total peace of mind, allowing you to focus on running and growing your business — not getting buried in spreadsheets and tax forms.
We take a comprehensive, personalized approach to managing your books, ensuring every financial detail is handled professionally, efficiently, and in accordance with all applicable laws and best practices.
Complete Cleanup and Setup of Your Books
We thoroughly clean up any existing bookkeeping issues and set up your system correctly from the ground up. We ensure your financial records are organized, compliant, and ready to support your business goals moving forward.
Full-Service Bookkeeping and Payroll Management
We handle your day-to-day bookkeeping needs as well as payroll processing for your employees. From categorizing transactions to issuing paychecks and handling payroll tax deposits, every financial obligation is covered.
Regular Tax Law Updates and Compliance Guidance
Tax laws change frequently. We monitor new regulations and changes at the federal, state, and local levels and provide timely updates to keep you informed and protected from costly compliance mistakes.
Ongoing Financial Reviews and Strategic Meetings
We meet with you regularly to review your financial reports, discuss key metrics, and help you make informed decisions about budgeting, investments, and business growth opportunities. We don’t just record your numbers — we help you use them.
Preparation and Filing of Payroll Tax Returns
We prepare and file all required payroll tax returns accurately and on time, reducing your risk of penalties and ensuring you remain compliant with IRS and state agency requirements.
World-Class Customer Support for All Finance-Related Questions
Our team is here whenever you need us. Whether you have a simple question about a transaction or a complex concern about tax strategy, we provide expert advice and clear answers — no waiting, no confusion, no runaround.
Ready To Get Started?
Our Core Services Are Advanced Tax Planning Strategies, Cost Segregation Studies,
R&D Tax Credit Studies, 179D & 45L Energy Efficient Deductions.