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.

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.
  • Flat-rate - Tier 2 $250/mo.
  • Flat-rate - Tier 3 $450/mo.
  • Flat-rate - Tier 4 $600/mo.
  • Hourly only - $75/hr.
  • Custom packages available
  • Cannabis Bookkeeping - $2,000+/mo.

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.

 

 

 

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.

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.