Financial Solutions for Small Business at a Fraction of the Cost.
We're here to help your small business thrive.
Tax Accounting
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Whether your entity tax treatment is an S-Corp, C-Corp, Partnership or Sole Proprietorship, we provide all the necessary accounting scope of work to help you satisfy tax compliance.
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Recording Financial Transactions
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Reconciliation of Financial Accounts
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Reconciliation of Add-On Items
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Periodic Setup of Chart of Accounts
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Preparation of Tax-Ready Financials
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as low as $95/mo
Bookkeeping Plans
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Up to 25 Transactions
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Up to 2 Financial Accounts and/or
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Up to 2 Add-On Items
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Year-End Tax Ready Financials $145/mo
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Up to 50 Transactions
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Up to 5 Financial Accounts and/or
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Up to 5 Add-On Items
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Year-End Tax Ready Financials $195/mo
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Up to 100 Transactions
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Up to 10 Financial Accounts and/or
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Up to 10 Add-On Items
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Year-End Tax Ready Financials $295/mo
* Certain limitations will apply. Please contact us for details.
Year-Round Consultant
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Whether you have a tax-related question and you need to shoot us a quick email or you need more of a one-on-one business consultation in the area of accounting, tax and finance, we're here for you year-round.
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Unlimited Business Consultation
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Video-Call and Email
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One-on-One Business Consulting
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On-Demand Tax Research
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as low as $75/mo
Business Consulting Plans
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Year-Round Business Consulting
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One-on-One Consulting Sessions
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Dedicated Business Consultant
$75/mo
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Year-Round Business Consulting
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One-on-One Consulting Sessions
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On-Demand Tax Researches
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Dedicated Business Consultant
$95/mo
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* Certain limitations will apply. Please contact us for details.
Entity Compliance Management
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Whether you need us to provide resident agent service of process, maintain annual minutes of meeting or prepare a promissory note and amortization schedule we got you covered.
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Statutory Agent Service of Process
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Annual Corporate Maintenance
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Filing of Statement of Information
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Below-Market Loan Compliance
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as low as $45/mo
Entity Compliance Plans
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Annual Minutes of Meeting
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Filing of Statement of Information
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One Shareholder Promissory Note
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One 1099-INT form
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Commercial Statutory Agent $45/mo
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Semi-Annually Minutes of Meeting
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Filing of Statement of Information
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Two Shareholder Promissory Notes
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Two 1099-INT forms
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Commercial Statutory Agent $75/mo
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Quarterly Minutes of Meeting
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Filing of Statement of Information
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Four Shareholder Promissory Notes
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Four 1099-INT forms
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Commercial Statutory Agent $95/mo
* Certain limitations will apply. Please contact us for details.
Tax Audit Defense
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Whether you need us to represent you in front of the tax audit or your'e simply overwhelmed with all the tax notices received, we're here for your every step of the way. By prepaying for audit defense you can avoid the unknown expense of hourly billing and have a peace of mind.
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Ongoing Audit Support
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Tax Notice Reviews & Interpretation
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IRS Audit Representation
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State Audit Representation
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Preparation of Forms in Response to Audit
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as low as $55/mo
Audit Defense Plans
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Ongoing Audit Support
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Tax Notice Reviews & Interpretation
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IRS Audit Representation
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State Audit Representation
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Preparation of Forms in Response to Audit
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Mail & Phone Audit Representation
$55/mo
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Ongoing Audit Support
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Tax Notice Reviews & Interpretation
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IRS Audit Representation
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State Audit Representation
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Preparation of Forms in Response to Audit
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In-Person, Mail & Phone Audit Representation
$75/mo
* Certain limitations will apply. Please contact us for details.
On-Demand CFO Services
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As your business grows, so do your cash flow needs. Having an on-staff CFO can be quite costly and not necessary at all times. With on-demand CFO your business will receive that ongoing support that it needs.
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Perform Finance Inquires to Support Cash Flow
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Perform Fundraising Strategy and Approach
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Preparing Bank-Ready Financials
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Interviewing Prospect Lenders
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Facilitating Business Financing
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as low as $245/mo
On-Demand CFO Plans
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Up to 3 Financing Inquiries/Year
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Perform Fundraising Strategy and Approach
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Preparing Bank-Ready Financials
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Interviewing Prospect Lenders
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Facilitating Business Financing
$245/mo​
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Up to 6 Financing Inquiries/Year
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Perform Fundraising Strategy and Approach
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Preparing Bank-Ready Financials
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Interviewing Prospect Lenders
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Facilitating Business Financing
$495/mo
* Certain limitations will apply. Please contact us for details.
Income Tax Filings
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In addition to income tax prep and filings we'll be preparing necessary tax worksheets and compute your tax estimated liability.
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Filing of Form 1120, 1120S or 1065
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Filing of Form 1040 w/ Schedule C
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Quarterly Tax Estimates
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Income Tax Computations
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as low as $75/mo
Tax Filing Plans
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​Sole Prop Filing
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Filing of Form 1040
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Filing of Schedule C
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Quarterly Tax Estimates
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Income Tax Computations
$75/mo
​ $900 per annual filing
Business Entity Filing
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Filing of Form 1120 or 1120S or 1065
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Filing of Schedule L, M-1 & M-2
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Quarterly Tax Estimates
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Income Tax Computations
$95/mo
​ $1,140 per annual filing
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* Certain limitations will apply. Please contact us for details.
Year-Round Tax Planning
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As your business becomes profitable your tax liability increases. We will assist you in designing and implementing an efficient tax plan to minimize your tax liability and increase your tax savings.
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Year-Round Tax Analysis
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Income Tax Projections
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Tax Strategy Implementation
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Tax Compliance Check-Up
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as low as $75/mo
Tax Planning Plans
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Business Tax Plan​
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Business Tax Projections
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Tax Strategy Implementation
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Tax Compliance Check-Up
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Year-Round Tax Analysis
$75/mo
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Business & Personal Tax Plan
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Business & Personal Tax Projections
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Tax Strategy Implementation
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Tax Compliance Check-Up
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Year-Round Tax Analysis
$95/mo​
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* Certain limitations will apply. Please contact us for details.
Shareholder Compliance
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As an S-corp shareholder-employee certain compliance awaits you to ensure that you are playing by rules. With our compliance support, rest assured, you will gain a peace of mind.
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2% Shareholder Compliance Management
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Shareholder-Employee W-2 Reporting
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S-Corp Owner Health Insurance Reporting
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Reasonable Compensation Compliance Testing
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Administration of Business Reimbursements
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as low as $45/mo
Shareholder Compliance Plans
S-Corp w/One Shareholder-Employee
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Compliance for 1 shareholder-employee
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S-corp Owner Reporting of 1 W-2 form
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Testing of Reasonable Compensations
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Administration of Reimbursements
$45/mo
S-Corp w/Two Shareholder-Employees
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Compliance for 2 shareholder-employees
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S-corp Owner Reporting of 2 W-2 forms
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Testing of Reasonable Compensations
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Administration of Reimbursements
$75/mo
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* Certain limitations will apply. Please contact us for details.
Solo 401k Administration
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Saving up for retirement is an important step. A Solo 401k Plan entitles you to high contribution limits, thus allowing you to fund your retirement faster and have various investment options than any other retirement plan.
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Recordkeeping and Reconciliation
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Participant Contribution Computations
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Participant's W-2 Reporting
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Filing of form 5500-EZ
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as low as $95/mo
Solo-K Compliance Plans
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Recordkeeping for One Participant
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Participant Contribution Computations
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Participant W-2 Reporting
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Filing of form 5500-EZ $95/mo
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Recordkeeping for Two Participants
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Participant Contribution Computations
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Participant W-2 Reporting
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Filing of form 5500-EZ $125/mo
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Recordkeeping for Three Participants
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Participant Contribution Computations
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Participant W-2 Reporting
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Filing of form 5500-EZ $150/mo
* Certain limitations will apply. Please contact us for details.
Estate Planning Management
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The ILIT is an important estate planning and asset protection strategy, however, to setup and manage such a trust tool is a complicated and a tedious process. We can help.
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Trust Entity Setup and Administration
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Asset Protection Insurance Planning
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Trust Compliance Maintenance
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Recordkeeping and Reconciliation
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as low as $75/mo
ILIT Compliance Plans
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Administration of ILIT for 1 Beneficiary
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Recordkeeping of Donor's Contributions
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Preparation of Crummey Letter
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Gift Beneficiary Notification $75/mo
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Administration of ILIT for 2 Beneficiaries
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Recordkeeping of Donor's Contributions
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Preparation of Crummey Letter
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Gift Beneficiary Notification $95/mo
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Administration of ILIT for 4 Beneficiaries
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Recordkeeping of Donor's Contributions
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Preparation of Crummey Letter
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Gift Beneficiary Notification $125/mo
* Certain limitations will apply. Please contact us for details.
