Essentials Package

Our Essentials Package is for the more experienced owner-operator. You understand how to run your business but want the time and money-saving benefits of our tax preparation and monthly bookkeeping services.

Tax Consulting

Have a tax question that affects your business? Let a tax consultant guide you to a solution.

Year-End Federal & State Tax Returns

Don’t pay more in taxes than you owe. We prepare your state and federal returns, helping you find every legal deduction you deserve.

Deduction Quick Check

We’ll review your income and expenses to ensure you aren’t missing key deductions or revenue that could flag an audit.

Year-to-Date Profit and Loss Statements

Catch problems or leverage opportunities in your business with a financial snapshot of where things stand in a year-to-date format.

Bookkeeping

Send us your receipts to scan and archive. You’ll be able to view your documents 24/7 through our secure online portal.

Secure Online Portal & Mobile App

View your profit and loss statement and submit documents in a password-protected portal. Plus, easily upload receipts and documents using our app!