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
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Monthly account reconciliation & close books
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Financials report package e-mailed
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Payroll via Intuit (QBO)
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Sales & Payroll Tax reporting
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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
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Abatement of penalties
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Offers in compromise
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Payment plans (Installment Agreements)
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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.
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Flat-rate - Tier 1 $150/mo.
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Flat-rate - Tier 2 $250/mo.
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Flat-rate - Tier 3 $450/mo.
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Flat-rate - Tier 4 $600/mo.
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Hourly only - $75/hr.
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Custom packages available
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Cannabis Bookkeeping - $2,000+/mo.
Consulting
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Book Review or audit
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Conversion of Desktop to QBO
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Corporate set up
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Dissolution of state LLC or Corp
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Tax planning
Representation
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Tax resolution/relief assistance
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Audit representation
Tax Preparation
Personal
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Federal form 1040 & State
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Additional/Multi- State & NR
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Form 8962 Premium Tax Credit
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Schedule A Itemized Deductions
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Schedule C Income or loss from a business
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Schedule D The sale or exchange of a capital asset
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Schedule E Income or loss from rental real estate
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EIC Earned Income Tax Credit
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Solar & Home improvement credits
Business
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All Personal services
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Form 990 Exempt Organization
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Form 1041 The income, deductions, gains, losses, etc.
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Form 1065 Partnership Tax Return
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Form 1120 Corporate Business Return
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Form 1120-s Corporate Business Return
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Additional/Multi-State
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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.
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.