top of page

SERVICES

​

Tax Preparation:
​
As a seasoned Tax Manager for one of the country's most recognized tax software programs, the accuracy and efficiency of our clients' financial information is our #1 priority. Our client entities include:
​
​
​
​

  • Individual

  • Corporation

  • Partnership

  • Not-for-Profit Organization

  • Payroll Tax

  • Sales & Use Tax

Bookkeeping Packages:

Well-organized financial records ensure successful daily operations of your business. We provide the following cost-effective solutions:

 

Introducing the OPT ONE Plan for our clients:

Monthly

$350/mo

​

What We Do:

  • Income & Expense Categorization

  • Monthly Bank Reconciliations

  • Monthly Financial Statements

  • Annual Contractor 1099 Filings

  • Quarterly Tax Estimate Calculations

  • Unlimited Email & Phone Support

  • 1-on-1 Quarterly Review & Strategy Session

Monthly

$550/mo

​

What We Do:

  • Income & Expense Categorization

  • Monthly Bank Reconciliations

  • Monthly Financial Statements

  • Annual Contractor 1099 Filings

  • Quarterly Tax Estimate Calculations

  • Unlimited Email & Phone Support

  • 1-on-1 Monthly Review & Strategy Session

  • Sales Tax Returns

  • Annual Budget Preparation
     

Customized

Call for pricing

​

  • Best suited for companies that need services not outlined in the package options

  • Additional Add-Ons:       

    • Invoicing

    • Accounts Payable

    • Accounts Receivable

    • Job Costing

    • Payroll Processing

    • Certified Payroll

    • Additional bookkeeping

bottom of page