Organize your finances
Our services are designed to help you make smart business decisions, lower tax bill, and stay tax compliant.
Enjoy all the services we have to offer for simple and fair pricing
Full accounting
Starts from $1,500 monthly. Includes:
  • ​​Full accounting with monthly financial reporting
  • Business financial planning
  • Financial analytics to measure your progress
  • Business and personal tax planning
Bookkeeping only service starts from $750 monthly. ​
Tax preparation
Fixed pricing quoted in advance.​
  • Individual (Form 1040) – Starts from $2,500
  • Business (Form 1120/1120S/1065) – Starts from $3,500 
  • Trust/Estate (Form 1041) – Starts from $3,000 ​​​
Pricing will be adjusted down for a very simple tax return.
Special projects
Fixed pricing quoted in advance  Examples include:​
  • ​Income and estate tax planning
  • Business succession/exit planning​
  • Estate/wealth transfer planning
  • ​Historical bookkeeping cleanup
  • ​Company retirement plan consultation and implementation