Choose the Perfect Level of Help

One-time, Annual, or Monthly, We're Easy to Work With—All Through Our Secure Virtual Platform!

Personal Tax 1040 Return

Faster progress toward your personal goals. Streamlined Taxes + Strategic help year-round.

Starting at Average of

$400-$1500+year

  • IRS Correspondence Assistance. Never stress about a letter from the IRS or State.

  • Pain-Free Tax Preparation & Filing.

  • Secure Digital Tax Data. We securely store and manage your tax documents in an encrypted online locker so you can access your past returns.

  • Year-Round access to our expert team so you’ll always know you’re on the right track.

Business Accounting Success Package

Start lowering your tax bill. Help with your tax preparation, accounting and payroll.

Starting at Average of

$300-$1300+/mo

  • Start your business tax savings process. Through improved accounting and bookkeeping.

  • Align your business finances so all your decisions are moving your in the right direction.

  • Improve your cash flow and know exactly how much you can spend, invest in the business, or pay yourself.

  • Better understand your financial health indicators and neutralize threats.

  • Year-Round access to our expert team so you’ll always know you’re on the right track.

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CPA Tax Resolution Services

Starting at Average of

$750-$5000+

Fixing IRS problems & restoring peace of mind… one client at a time.

  • Resolve your overdue IRS and/or state tax debt(s) and get you back in good standing with the tax authorities.

  • We’ll evaluate your case to determine your unique needs and then lay out a clear roadmap of next steps to help you achieve optimal resolution.

  • We'll be transparent, honest, and unwavering in our commitment to restoring your peace of mind. You’ll no longer have to navigate this journey alone.

Business Tax Return Only Sole Proprietor 1040, S-Corporation (1120-S) & Partnership (1065)

Streamlined Taxes + Strategic help year-round.

Starting at Average of

$900-$3000+yr

  • IRS Correspondence Assistance. Never stress about a letter from the IRS or State.

  • Pain Free Tax Process, Business and Personal Returns Included.

  • Manage your own accounting (cleanup fees may apply).

  • Year-Round access to our expert team so you’ll always know you’re on the right track.

Tax Planning Action Package

Maximize your tax savings, through easy to implement Legal Tax Reduction Strategies.

Starting at Average of

$1200-$3600+based on your needs.

  • Maximum the tax savings process.

  • Year-Round access to our expert team so you’ll always know you’re on the right track.

  • Better understand your financial health indicators and neutralize threats.

FAQs

  • Traditional tax firms focus on historic work - they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus on increasing your cash flow and decreasing your tax bill, so you can stress less and enjoy running your business again.

  • We'll make sure we align the right package with your goals. During your free Strategy call, we'll identify your unique needs and ensure you're enrolled in the right package at the right price

  • Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and spend more time on the things you love doing. Don't wait.

  • We specialize in working with professionals and business owners that want better results in their tax & business lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier. If you really want to have more fun running your business, book a call with us! We'll discuss your needs and align you with the right service. If we can't help for any reason, we'll point you in the right direction.