We are your experienced and trusted team

Our friendly and knowledgeable team bring years of experience to deliver accuracy and detail in everything we do. 

We stay up to date with regulations and industry standards, ensuring your books and taxes are done right!

Don’t let taxes intimidate you. 

We are here to help.

We help people achieve their financial objectives

We understand that managing finances can be a daunting task for businesses of any size. That’s why we offer a variety of services tailored to meet your financial needs and goals. Let us assist you in achieving your financial objectives so that you can focus on running your business.

Bookkeeping

Flat-rate bookkeeping

  • Connect to bank, post transactions & balance

  • Monthly account reconciliation & close books

  • Financials report package e-mailed

  • Payroll via Intuit (QBO)

  • Sales & Payroll Tax reporting

  • GAAP (Generally Accepted Accounting Principles)

Tax Preparation

Personal & business tax preparation

  • Remote preparation of federal & state returns

  • Secure document uploads

  • DocuSign E-Signature

  • E- File

  • Direct deposit of refund

  • Amendments

  • 280e Federally compliant Cannabis Tax Returns

Set-Up & Training

Set-up of custom Quickbooks online​

  • Chart of Accounts (COA)

  • Custom invoice & form design

  • Inventory tracking

  • Products & services

  • Reports

  • Train in-house employees

  • Remote support

Tax Resolution

Review & respond to IRS notices

  • Abatement of penalties

  • Offers in compromise 

  • Payment plans (Installment Agreements)

  • Audit representation

Services and Rates

We have pricing options for any budget and need.

Get a Free Quote Today Contact Us!

Bookkeeping

Packages

Flat rate package tiers are based upon transaction volume & add-on services such as payroll or sales tax.

Varies
  • Flat-rate - Tier 1 $150/mo.

    • Great for businesses who do the majority of bookkeeping in house and would like review and reconciliation monthly, or businesses with few transactions. Average 2 hours of time in account per month. 
  • Flat-rate - Tier 2 $250/mo.

    • This Tier is usually a great fit for those who have few transactions and would like us to handle basic bookkeeping and monthly reconciliation. Or those who handle the majority in house and need assistance. Average of 3.5 Hours per month.
  • Flat-rate - Tier 3 $450/mo.

    • This Tier is for businesses with increased volumes of transactions, payroll and or sales tax reporting. Average of 6 hours per month. 
  • Flat-rate - Tier 4 $600/mo.

    • Tier 4 is our highest package before custom pricing. On average we will be working 8 hours per month on bookkeeping, payroll, sales tax and reporting. This tier is for clients with high volumes and more time and task involvement. 
  • Hourly only - $75/hr.

    • For tasks that fall outside of regular bookkeeping we charge a flat $75/hr. This is also our starting rate to determine your business flat rate over a period of 2-3 months. 
  • Custom packages available

    • All flat rate packages start from monthly averages over a period of 2-3 months. We will start you at $75/hr and find which package works best for your business. This way you know what your monthly expense will be - no guessing or surprises!
  • Cannabis Bookkeeping - $2,000+/mo.

    • Cannabis bookkeeping averages $2k monthly and goes up depending on volume. Most clients fit in the $2k flat rate bracket. 

Consulting

$ 150
Hourly
  • Book Review or audit
  • Conversion of Desktop to QBO
  • Corporate set up
  • Dissolution of state LLC or Corp
  • Tax planning

Representation

$ 250
Hourly
  • Tax resolution/relief assistance
  • Audit representation

Tax Preparation​

Personal

$ 150
Hourly
  • Federal form 1040 & State
  • Additional/Multi- State & NR
  • Form 8962 Premium Tax Credit
  • Schedule A Itemized Deductions
  • Schedule C Income or loss from a business
  • Schedule D The sale or exchange of a capital asset
  • Schedule E Income or loss from rental real estate
  • EIC Earned Income Tax Credit
  • Solar & Home improvement credits

Business

$ 250
Hourly
  • All Personal services
  • Form 990 Exempt Organization
  • Form 1041 The income, deductions, gains, losses, etc.
  • Form 1065 Partnership Tax Return
  • Form 1120 Corporate Business Return
  • Form 1120-s Corporate Business Return
  • Additional/Multi-State
  • Amended Returns

FAQs

Never.

We believe in providing excellent service and do not require our clients to sign any contracts to lock in service.

We also believe in doing what is best for you! If you want to terminate service you may do so at anytime.

Clients will sign an engagement letter and notice acknowledgements prior to engaging in tax preparation services which goes over rates, and responsibilities for each party. These forms are required annually and will be included in your DocuSign package.

Yes!

As an enrolled agent, we are permitted to represent and prepare taxes for clients anywhere in the USA.

Multi state business and/or personal returns are no problem!

No matter which state you are physically in, we are happy to assist you using our secure upload center to collect your sensitive documents and by utilizing DocuSign to collect your legal signature.

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230

This answer depends greatly on the volume of forms, data, and quality of recordkeeping. 

For example: A returning client with 1-2 W2’s taking the standard deduction may take 1 hour and cost $150, whereas a client with business income, K1’s, itemized deductions, energy credits, and capital gains to report will be more time extensive accordingly. 

The same principal applies to business returns. The higher amount of shareholders, data, forms needed etc. determines time involvement and price.

We are happy to give you an estimate – contact us today with a little info about yourself and your prior year filing for reference. 

100%

We DO NOT outsource cheap foreign labor.

All 7B employees live and work right here in the USA and are paid a fair living wage.

american flag, usa, flag-2144392.jpg

 

We’re sorry! No.

We are a 100% remote service firm.

We closed our physical office in 2023 and each employee now enjoys working remotely from their respective home office.

We have employees in several different states and we have clients from all over the USA.

We Help Solve Your Tax Issues

Get Appointment

Our goal is to minimize your liabilities and maximize your savings, with expert advice and thorough guidance. Whether you need consulting, form assistance, or representation in front of IRS, contact us today for a stress-free experience. 

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