strategic tax & accounting packages

Signature Packages

  • Entity Determination w/ tax strategy
  • Business Formation (LLC / S-Corp)
  • Backoffice Business Process Consulting
  • Development of Accounting Policies & Procedures
  • S-Corp Reasonable Compensation Analysis

start-up business consulting

Services on offer

A La Carte

  • 1040 (Individual & Single Member LLC)
  • 1065 (Partnerships & Multi-Member LLCs)
  • 1120s (S-Corp)
  • 1120 (Corporation)
  • 990 (Non profit)

Tax return preparation

Everything in "The CPA Suite" Plus:

Tailored KPI & Metric Tracking & Analysis

Custom Executive Dashboard

Forecasting & Planning

Cash Flow Monitoring

Ad hoc Analysis

Annual Strategic Budget Preparation

Year-round business advisory

Accounting:

QuickBooks Online Set-up, Streamline & App integration

Monthly Bookkeeping & Account Reconciliations

Monthly Financial Statements & Custom Financial Reporting

3rd party Payroll Coordination

Monthly Meetings 

Prioritized CPA communication throughout the year



Tax:

Year-round Tax Planning & Strategy

Due Date Monitoring

IRS Account Monitoring & Audit Detection

24/7 Cloud Access to Secure Portal


The CFO Suite

The CPA Suite

the cpa corner

Monthly Business, Accounting and Tax Coaching for small/micro businesses
  • 30 min 1:1 Monthly Meetings
  • Accounting Support
  • IRS Account Monitoring
  • Resources/Tools
  • Prioritized CPA communication


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