One firm. One fee. Everything on the money side.
Bookkeeping, payroll, your business and personal returns, advisory, and a live portal. All of it built around your QuickBooks file, and all of it in one monthly price.
- 14 days
- No card
- Keep the deliverables
What we run every month, for one fee.
Bookkeeping
Reconciled, closed, and reviewed every month. P&L, balance sheet, and cash flow ready by the 15th at the latest.
Business tax
S-corp, C-corp, LLC and partnership returns. The election and the owner compensation split reviewed, and your K-1 carried onto your personal return.
Personal tax
Your 1040, done by the same desk that has the business return. K-1, Schedule C, rentals, crypto and capital gains.
Advisory
Cash-flow forecasting, KPI benchmarks, and quarterly strategy calls with the partner who owns your file.
Dashboards & apps
Your numbers, live in a client portal. Tax calendar, deadlines, runway, and a monthly CFO brief.
Payroll
Running payroll, quarterly 941s, W2s and 1099s, state registrations, and reasonable compensation for S corp owners.
Sales and use tax
Nexus determination, state registrations, filing calendars, exemption certificates, and back filing when you are behind.
State and multi state tax
Income and franchise tax across states, apportionment, nexus studies, and the pass through entity tax election.
IRS notices and back taxes
Unfiled years, transcripts, penalty abatement, installment agreements and Offer in Compromise. Representation before the IRS is coordinated through contracted Enrolled Agents and CPAs under a signed engagement letter, at your request.
Catch up bookkeeping
Years behind, no QuickBooks, or a prior bookkeeper who left a mess. We rebuild from bank statements.
Entity formation
LLC and corporation setup, EIN, S corp election including late election relief, and structure analysis before you file.
A plain ladder of fixed monthly fees.
Everything is included at each tier. Move up or down anytime. One time work is quoted in writing.
Fourteen days. Real numbers. Zero risk.
Begin the free assessment. We open your books, run a full close, and hand you the deliverables. You keep them either way.
- 14 days
- No card
- Keep the deliverables