Our Individual Tax Services are designed for U.S. residents, freelancers, and expatriates who want accuracy, compliance, and peace of mind. Whether you’re filing for the first time, amending past returns, or managing multiple states, our professionals handle every detail — so you can focus on what truly matters.

What’s Included:

• Federal & State Income Tax Preparation (Form 1040, 1040NR)

• Amended Returns (1040X)

• ITIN Application & Renewal (Form W-7)

• W-2 and 1099 Filing & Review

• Multi-State Return Filing

• IRS Notice Response & Representation

• Tax Credits & Deductions Optimization (EITC, Child Tax Credit, etc.)

• Expatriate & Non-Resident Tax Filing

• Back Tax Filing & Resolution

• Year-Round Tax Support

Optional Add-Ons:

• 24–48 Hour Express Filing

• Secure Digital Document Upload Portal

• Remote Filing via E-Signature

Average Completion: 3–5 business days
Available: Online nationwide or in-person by appointment
Why It’s Unique: Expert guidance, accurate returns, and fast support — backed by years of professional tax experience.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and summary notes
✓ Monthly filing tip or compliance reminder

Note:
In-person appointments conducted outside our main office may include additional costs for travel, coordination, and related expenses. These will be confirmed before booking approval.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Business Tax & Entity Services help small businesses, LLCs, partnerships, and corporations stay fully compliant while optimizing tax efficiency. From initial registration to year-end filings, we handle every step — so you can focus on running and growing your business.

What’s Included:

• Federal & State Business Tax Return Filing (LLC, S-Corp, C-Corp, Partnership)

• EIN & Business Registration (Formation or Compliance Filings)

• Annual Report & Franchise Tax Filings

• Payroll Setup, Tax Withholding, and Processing

• Sales & Use Tax Registration and Filing

• Quarterly Estimated Tax Computation

• Bookkeeping Setup, Cleanup, and Monthly Maintenance

• Financial Statement Preparation (P&L, Balance Sheet, Cash Flow)

• IRS & State Correspondence Handling

• Tax Recordkeeping System Setup (Digital or Physical)

• End-of-Year Closing and Reconciliation

Business Compliance Support:

• Registered Agent Services (optional in select states)

• Business License & Permit Applications

• 1099 & W-2 Employee Filing

• Employer Tax Account Registration (State and Federal)

Average Completion: 5–7 business days
Available: Online nationwide or in-person by appointment
Why It’s Unique: Full-spectrum business tax compliance and filing support — from setup to annual maintenance, all under one roof.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and compliance checklist
✓ Monthly business filing or advisory reminder

Note:
In-person appointments outside our main office may include additional costs related to travel, coordination, or documentation handling. All costs are confirmed before scheduling.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our IRS & State Resolution Services are designed for individuals and businesses facing tax notices, penalties, or unresolved filings. We work directly with the IRS and state authorities on your behalf to negotiate, resolve, and restore compliance — with professionalism, discretion, and accuracy.

What’s Included:

• IRS & State Tax Debt Resolution

• Payment Plan Negotiation and Setup

• Offer in Compromise Assistance

• Penalty Abatement Requests

• Audit Preparation and Representation

• Wage Garnishment and Levy Release

• Innocent Spouse Relief Applications

• Back Return Preparation and Filing

• IRS Correspondence Review and Response

Optional Add-Ons:

• Priority Case Handling (24–48 Hour Response)

• Annual IRS Monitoring and Compliance Check

• Audit-Readiness Review for Future Filings

Average Resolution Timeline: Case-dependent (typically 1–8 weeks)
Available: Online nationwide or in-person by appointment
Why It’s Unique: Expert IRS representation backed by extensive experience in complex negotiations — restoring peace of mind while protecting your rights and finances.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Priority follow-up and resolution summary
✓ Monthly compliance check or IRS update review

Note:
In-person appointments outside our main office may include additional costs related to travel, coordination, or on-site representation. These are confirmed in writing before booking approval.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Accounting & Bookkeeping Services are designed to keep your finances accurate, organized, and audit-ready. We provide flexible monthly, quarterly, or annual bookkeeping solutions tailored to your business size and structure — giving you the clarity to make informed financial decisions with confidence.

What’s Included:

• Monthly, Quarterly, or Annual Bookkeeping

• Chart of Accounts Design & Setup

• Bank & Credit Card Reconciliations

• Accounts Receivable & Payable Management

• General Ledger Maintenance

• Financial Reporting (P&L, Balance Sheet, Trial Balance)

• Catch-Up & Clean-Up Bookkeeping for Past Years

• Cloud Accounting Integration (QuickBooks, Xero, Wave)

• Budgeting & Cash Flow Management

• Audit Support Documentation

Optional Add-Ons:

• Year-End Closing Support

• Historical Data Migration & Clean-Up

• Cloud Accounting Setup Training

Average Turnaround: Monthly cycle or custom schedule
Available: Nationwide virtual support or in-person by appointment
Why It’s Unique: Reliable, detailed, and scalable bookkeeping solutions built for accuracy, compliance, and growth.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and reconciliation summary
✓ Monthly bookkeeping or reporting insight

Note:
In-person appointments conducted outside our main office may include additional costs related to travel, setup, or document handling.
All extra fees will be clearly communicated before scheduling confirmation.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Financial Statements & Assurance Services provide the accuracy and transparency your business needs to make informed decisions and maintain compliance. We prepare complete financial statements in accordance with professional standards, ensuring your records reflect the true financial health of your organization.

What’s Included:

• Preparation of Profit & Loss, Balance Sheet, and Cash Flow Statements

• Review and Compilation Services

• Financial Data Verification and Accuracy Checks

• Management Reporting Packages for Stakeholders

• Audit-Readiness Assessment and Documentation

• Ratio, Trend, and Variance Analysis

• Compliance with GAAP and Applicable Regulatory Standards

Optional Add-Ons:

• Custom Financial Report Design

• Year-End Closing and Adjustments

• External Audit Coordination Support

Average Turnaround: 5–10 business days
Available: Online or in-person by appointment
Why It’s Unique: We transform raw numbers into reliable insights — providing the clarity, assurance, and confidence you need for lenders, investors, and sustainable growth.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and reporting summary
✓ Monthly financial insight or compliance reminder

Note:
In-person sessions outside our main office may incur additional costs for travel, audit coordination, or documentation handling. These will be clearly confirmed prior to booking.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Payroll & HR Support Services are designed to simplify employee management and ensure full compliance with federal and state regulations. From setup to processing and year-end reporting, we handle every payroll detail with accuracy and reliability — so your team gets paid on time, every time.

What’s Included:

• Payroll Setup & Processing

• Employee & Contractor Payments

• Payroll Tax Filings (Federal, State, Local)

• Direct Deposit Setup

• Wage Garnishment Processing

• Benefits & Withholding Setup

• W-2 & 1099 Preparation

• Payroll Register & Summary Reports

• Year-End Reconciliation & Filing Support

Optional Add-Ons:

• Payroll System Integration with QuickBooks or Xero

• Multi-State Payroll Management

• HR Compliance Policy Setup

Average Turnaround: Ongoing (weekly, biweekly, or monthly schedules)
Available: Online or in-person for setup and training
Why It’s Unique: We provide a seamless, compliant payroll experience that reduces administrative stress and helps your business stay on track year-round.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and payroll summary review
✓ Monthly HR or compliance insight

Note:
In-person payroll or HR setup outside our main office may include additional costs for travel, system integration, or on-site training. These fees will be communicated before confirmation.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Governance & Oversight Systems service helps organizations build stronger accountability, transparency, and control frameworks. We assess your existing structures, identify operational risks, and implement governance policies that ensure regulatory compliance and ethical business management.

What’s Included:

• Internal Control Design and Implementation

• Governance Framework Development and Review

• Compliance & Oversight Policy Creation

• Financial Oversight and Reporting Mechanisms

• Management and Board Governance Alignment

• Audit Committee and Risk Committee Advisory

• Accountability and Ethics Program Development

Optional Add-Ons:

• Annual Governance Health Check

• Custom Governance Policy Templates

• Governance Training for Senior Management

Average Turnaround: 2–4 weeks (depending on scope)
Available: Nationwide online consulting or on-site engagement by appointment
Why It’s Unique: We blend regulatory compliance expertise with practical management insight to strengthen organizational governance, accountability, and long-term resilience.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and governance summary
✓ Monthly policy or oversight improvement tip

Note:
On-site governance consultations outside our main office may include additional costs related to travel, coordination, or policy workshop facilitation. These will be confirmed before booking.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Risk Assessment & Mitigation service helps organizations identify, analyze, and minimize financial, operational, and compliance risks before they become critical issues. Using structured risk frameworks, we evaluate vulnerabilities across business functions and implement control measures that strengthen resilience and ensure ongoing compliance.

What’s Included:

• Comprehensive Risk Identification and Evaluation

• Control Design and Effectiveness Testing

• Risk Register and Prioritization Framework

• Operational and Financial Risk Mapping

• Strategic Mitigation Plan Development

• Fraud Risk Assessment and Prevention Controls

• Crisis Response and Contingency Planning

• Regular Risk Review and Monitoring

Optional Add-Ons:

• Enterprise Risk Management (ERM) Framework Setup

• Risk Dashboard and Reporting System Integration

• Annual Risk Audit and Follow-Up Review

Average Turnaround: 2–6 weeks (based on organization size)
Available: Nationwide online consulting or on-site by appointment
Why It’s Unique: We provide end-to-end visibility of your organization’s risk landscape — transforming complex data into actionable insights that safeguard your business continuity.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and risk summary report
✓ Monthly risk insight or mitigation update

Note:
In-person risk assessments conducted outside our main office may include additional costs for travel, control testing, or data analysis. These will be confirmed prior to scheduling.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Corporate Compliance Support service ensures your business operates within legal, financial, and ethical standards while maintaining efficient internal controls. We help organizations design, implement, and monitor compliance programs that meet state, federal, and industry regulations — reducing risk exposure and improving accountability across all levels.

What’s Included:

• Compliance Policy Development and Documentation

• Regulatory Compliance Mapping and Gap Analysis

• Internal Control Testing and Process Reviews

• Audit-Readiness and Documentation Support

• Regulatory Filings and Reporting Assistance

• Fraud and Ethics Compliance Framework Design

• Ongoing Compliance Monitoring and Advisory

• Coordination with Legal and Regulatory Teams

Optional Add-Ons:

• Annual Compliance Health Check

• Custom Compliance Dashboard Setup

• Employee Compliance Awareness Training

Average Turnaround: 2–4 weeks (based on scope)
Available: Nationwide virtual support and on-site consulting upon request
Why It’s Unique: Our tailored compliance solutions combine precision, practicality, and regulatory expertise — helping your organization uphold integrity and avoid costly compliance gaps.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and compliance report
✓ Monthly compliance update or regulation insight

Note:
On-site compliance audits or policy reviews outside our main office may include additional travel or coordination costs.
These will be disclosed and approved prior to confirmation.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Governance Advisory & Training service equips boards, executives, and senior managers with the knowledge and systems needed to strengthen oversight, accountability, and organizational resilience. We provide tailored governance programs designed to enhance decision-making, regulatory compliance, and ethical leadership across all levels of management.

What’s Included:

• Executive and Board Governance Advisory

• Governance Training Workshops and Seminars

• Roles, Responsibilities, and Ethics Clarification

• Board Structure Review and Optimization

• Compliance & Oversight Framework Coaching

• Leadership Accountability and Decision-Making Frameworks

• Risk Awareness and Reporting Systems Design

• Continuous Improvement and Follow-Up Sessions

Optional Add-Ons:

• Custom Governance Training Materials

• Annual Board Governance Review

• Digital Learning Integration for Remote Teams

Average Turnaround: 1–3 weeks (for training setup or ongoing advisory sessions)
Available: Online or on-site nationwide by appointment
Why It’s Unique: We help leadership teams translate governance theory into practical frameworks — fostering transparency, ethical oversight, and sustainable growth.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and governance training summary
✓ Monthly leadership or compliance insight

Note:
In-person governance training outside our main office may include additional costs related to travel, workshop materials, or coordination. These will be confirmed prior to booking.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Tax Planning & Strategy service helps individuals and businesses minimize liabilities, maximize savings, and make smarter financial decisions year-round. We take a proactive approach — analyzing your income, investments, and operations to design strategies that align with your goals and comply with evolving tax laws.

What’s Included:

• Annual & Quarterly Tax Planning Sessions

• Business Structure Optimization (LLC, S-Corp, C-Corp)

• Deductions & Credit Maximization

• Retirement & Investment Tax Planning

• Multi-State & Cross-Border Tax Analysis

• Capital Gains & Real Estate Tax Strategy

• High-Income & Professional Tax Optimization

• Estate & Inheritance Tax Guidance

Optional Add-Ons:

• On-Demand Tax Review Meetings (Monthly or Quarterly)

• Year-End Tax Projection Reports

• Multi-Year Tax Planning Packages

Average Turnaround: Ongoing or quarterly sessions
Available: Online or in-person consultation
Why It’s Unique: We combine deep regulatory knowledge with personalized financial insight — helping clients plan ahead, reduce risk, and retain more of what they earn.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and tax planning summary
✓ Quarterly tax planning or compliance insight

Note:
In-person sessions outside our main office may include additional costs for travel, documentation, or coordination.
All related charges will be confirmed before booking approval.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Financial Consulting & Advisory service helps individuals and businesses make confident, data-driven financial decisions. From strategic planning to budgeting and performance evaluation, we provide the expertise you need to optimize profitability, reduce risks, and plan for sustainable growth.

What’s Included:

• Business Start-Up and Growth Advisory

• Budget Planning & Forecasting

• Cash Flow and Liquidity Analysis

• Financial Feasibility Studies

• Cost and Profitability Reviews

• Debt Management & Restructuring Consultation

• Loan and Funding Application Financials Preparation

• Business Valuation Assistance

• Financial Policy & Control Design

• KPI & Performance Dashboard Development

Optional Add-Ons:

• Quarterly Financial Strategy Reviews

• Budget-to-Actual Variance Reports

• Financial Systems Implementation Support

Average Turnaround: Ongoing or project-based (2–6 weeks)
Available: Online consultations nationwide or in-person by appointment
Why It’s Unique: We bridge the gap between numbers and strategy — providing actionable financial insights that strengthen performance, compliance, and long-term growth.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and advisory summary
✓ Monthly financial insight or planning update

Note:
In-person consultations outside our main office may include additional costs for travel, analysis, or presentation support. These will be confirmed prior to scheduling.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Business Formation & Registration service helps new entrepreneurs and established professionals start and structure their businesses the right way. We take care of all legal registrations, compliance filings, and documentation — so you can focus on building your vision with confidence and peace of mind.

What’s Included:

• LLC, S-Corp, and C-Corp Formation

• EIN & State Tax ID Registration

• Operating Agreement and Corporate Document Templates

• Annual Report Filings and Renewals

• Business License and Permit Applications

• State & Local Tax Account Setup

• DBA (“Doing Business As”) Registration

• Employer Registration and Compliance Setup

• Business Banking Setup Guidance

Optional Add-Ons:

• Registered Agent Services

• Multi-State Business Registration

• Annual Compliance Filing Package

Average Turnaround: 3–7 business days
Available: Online nationwide or in-person by appointment
Why It’s Unique: We make business setup fast, compliant, and stress-free — combining expertise, efficiency, and ongoing advisory support for every stage of your growth.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and registration checklist
✓ Monthly compliance or filing reminder

Note:
In-person or multi-state registration services outside our main office may include additional costs related to travel, legal coordination, or filing fees.
All fees will be communicated and approved prior to confirmation.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Online Tax Filing & E-Signature service makes professional tax filing simple, secure, and accessible anywhere in the U.S. We combine expert guidance with modern technology, allowing you to file your taxes digitally — with full compliance, accuracy, and convenience.

What’s Included:

• 100% Online Federal & State Tax Filing

• Secure Document Upload via Client Portal

• E-Signature Authorization for Tax Forms

• Virtual Consultation & Return Review

• IRS E-Filing and Confirmation

• Refund Tracking and Updates

• Year-Round Digital Record Storage

Optional Add-Ons:

• Priority 24-Hour Express Filing

• Multi-State Return Filing

• Annual Tax Summary Report (Digital Format)

Average Turnaround: 2–5 business days
Available: Nationwide online (individuals and businesses)
Why It’s Unique: Fast, paperless, and fully secure — backed by expert support and encrypted filing systems that ensure accuracy and compliance every time.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and filing summary
✓ Monthly tax compliance or system update insight

Note:
In-person assistance or filing setup outside our main office may include additional costs for travel or physical documentation handling. These will be confirmed before booking.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Client Portal Access provides a secure, user-friendly digital workspace where clients can manage all their financial documents, track projects, and communicate directly with our team. Designed for privacy and efficiency, the portal ensures your information is always protected and accessible from anywhere.

What’s Included:

• Secure Encrypted Document Uploads

• Organized File Storage and Retrieval

• Real-Time Status Tracking for Projects or Filings

• Built-In Messaging and Notifications

• Access to Invoices, Receipts, and Reports

• Integrated E-Signature and Payment Options

Optional Add-Ons:

• Multi-User Access for Teams

• Long-Term Document Archiving (3+ years)

• Automated Reminders for Deadlines and Updates

Availability: 24/7 Online Access
Access Provided: To all active clients with ongoing services
Why It’s Unique: A secure, all-in-one platform that keeps your financial and compliance activities organized — anytime, anywhere.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute onboarding or setup consultation (Starter Online).

Monthly subscription includes:
✓ Ongoing portal access and account maintenance
✓ Monthly client support check-in
✓ Email summary of updates and feature tips

Note:
For large organizations requiring multi-user access or advanced integrations, additional setup fees may apply.
All portal services include secure encryption and privacy compliance with U.S. data protection standards.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Automation & Integration Support service helps streamline your financial operations by connecting accounting, payroll, and reporting systems into a seamless digital workflow. We configure and optimize tools like QuickBooks, Xero, and other financial platforms to improve accuracy, save time, and reduce manual errors.

What’s Included:

• Cloud Accounting Integration (QuickBooks, Xero, Wave)

• Automated Invoicing and Payment Setup

• Payroll & HR System Synchronization

• Financial Data Import and Mapping

• Multi-System Integration (POS, CRM, ERP)

• Custom Dashboard and Report Automation

• Staff Training and System Support

Optional Add-Ons:

• API Customization and Workflow Design

• Monthly System Monitoring and Maintenance

• Data Migration and Cloud Backup Setup

Average Turnaround: 1–3 weeks (depending on system complexity)
Available: Nationwide online support and virtual setup assistance
Why It’s Unique: We transform manual financial processes into automated systems — increasing accuracy, transparency, and productivity across your organization.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and automation summary
✓ Monthly system optimization or workflow review

Note:
Complex automation or integrations outside standard platforms may include additional setup costs for API customization, data mapping, or training.
All additional charges are confirmed in writing before scheduling.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.

Our Premium Service Packages combine our most popular tax, accounting, and advisory solutions into simplified bundles that save you time, money, and stress. Designed for individuals, startups, and growing businesses, these packages provide all-in-one support for your ongoing financial and compliance needs.

Available Packages:

• Start-Up Launch Package – EIN + LLC Formation + Business Tax Setup + Consultation — from $299

• Small Business Growth Package – Monthly Bookkeeping + Payroll + Quarterly Tax Filing — from $499/month

• Annual Compliance Package – Annual Return + State Filings + Year-End Reports — from $399/year

• Tax & Finance Advisory Plan – 4 Quarterly Strategy Sessions + Year-End Review — from $499/year

• Individual Pro Tax Plan – Federal + State Return + 1-Hour Planning Call — from $199

Average Turnaround: Varies by package
Available: Nationwide online or in-person by appointment
Why It’s Unique: Comprehensive, cost-effective, and customizable — giving you everything you need to stay compliant and confident year-round.

Price: $175 (Consultation or Setup Fee)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and plan summary
✓ Quarterly performance or compliance review

Note:
Package customization or in-person setup outside our main office may include additional costs depending on travel, system setup, or third-party filing fees.
All fees are confirmed in advance.

Subscriptions renew monthly or annually based on the selected plan and can be canceled with 30 days’ notice before renewal.

Our Consultation Options give you direct access to our tax, accounting, and financial professionals for expert guidance and tailored strategies. Whether you need quick tax clarification, audit support, or an in-depth business planning session, our advisors provide clear, practical, and actionable insights that help you make informed financial decisions with confidence.

Available Consultations:

• General Tax Consultation – Ideal for personal or small business tax questions and compliance reviews.

• Business Strategy Session – Strategic financial planning and growth consultation for startups or expanding firms.

• Audit / IRS Resolution Review – Advisory support for tax audits, IRS notices, or penalty resolutions.

• Financial Advisory Consultation – Comprehensive budgeting, performance, and investment guidance.

• Business Startup Consultation – Advisory for entity setup, structure selection, and initial compliance.

Available: Online nationwide or in-person by appointment
Why It’s Unique: Flexible, transparent, and goal-focused — our consultations deliver real value and clear next steps without unnecessary jargon.

Price: $175 (One-time or Monthly)

Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495

One-time purchase: 1× 60-minute consultation (Starter Online).

Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and summary notes
✓ Monthly planning or compliance tip

Note:
In-person consultations outside our main office may include additional costs for travel or setup.
All additional charges will be confirmed before appointment approval.

Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.