What we do, in plain terms.
Every engagement starts with a conversation so we can scope exactly what you need. Pricing depends on the specifics of your situation. Here's what's included in each area of our practice.
Tax & Accounting
Tax Preparation
Starting at $250Personal, business, and corporate returns: from a simple W-2 filing to multi-entity Schedule C, Schedule E, partnership, S-Corp, and corporate returns. Extensions and amended returns are covered too.
Tax Planning & Resolution
Call for quoteOngoing strategy to reduce what you owe before deadlines hit, plus support if you're already dealing with the IRS or a state agency: notice reviews, audit representation, penalty abatement, and offers in compromise.
Bookkeeping & Payroll
Starting at $200/moMonthly or quarterly bookkeeping that keeps your financials current and audit-ready, plus payroll processing and setup so your team gets paid accurately and on time.
Business Formation & Consulting
Business Formation
Starting at $199 + state feesLLC, corporation, and S-Corp setup: entity formation, EIN registration, operating agreements, and S-Corp elections, handled start to finish.
Business Consulting
Call for quoteStrategic guidance on structure, operations, and the decisions that shape how your business grows.
Financial Advisory
Call for quoteBroader financial planning that connects your business decisions to your personal financial picture.
Credit, Funding & Protection
Business Credit & Funding
Starting at $3,500A structured program to build your business credit profile and position your business to secure funding: credit assessment, profile setup, vendor account assistance, application support, and ongoing implementation.
Trust & Asset Protection
Starting at $1,250Advisory to help protect what you've built, structured around your specific assets and long-term goals.
Fractional CFO Services
Call for quoteOngoing financial leadership: reporting, forecasting, and strategic guidance, without the cost of a full-time hire.
Credit Restoration
Starting at $100/moPersonal credit repair through our ScoreMend team, disputing inaccurate items and rebuilding your credit profile.
Prefer to file virtually? Download our tax app to get started right from your phone.