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  • Convenient Technology

    As a digital CPA firm, we provide expert financial solutions without the need for in-person meetings. Stay connected from the comfort of your home.

  • Compliance and Regulatory Assistance

    Keeping you informed and in compliance with changing tax laws and regulations. We help you understand your tax situation and help you stay compliant with local, state, and federal tax requirements.

  • Periodic Assistance

    We are available to meet with you at a cadence that fits your needs. Whether it is weekly, monthly, quarterly, or annually, we can stay ahead of your situation and address your needs proactively.

  • Tax Return Preparation

    For Individuals and Businesses. Checklists, timelines, & compliance handling. File with confidence - we'll maximize your deductions legally.

  • Business Accounting Services

    We handle the numbers so you can focus on your business. Includes custom tailored services such as bookkeeping, financial reporting analysis, payroll, and accounting analysis.

  • Tax Planning & Consulting

    Strategic tax planning to optimize deductions, credits, and overall tax liability. This includes advice unique to your situation on timing transactions, managing expenses, and planning for future tax obligations.

  • Compliance

    When all you need is a tax return prepared and filed.

    Personal Tax Returns start at $500

    Business Returns start at $1,500

    Includes:

    • Tax Return Prep & Review
    • Tax Newsletter (only if you want to sign up)
    • Digital document storage
  • Specialty

    Subscribe to your CPA and gain year-round access.

    Monthly billing for a 12 month commitment. Initial consult required for quote.

    Includes Compliance filing &

    • Annual Tax Planning meeting
    • Complimentary Quick Chats throughout the year
    • Quarterly Estimated Tax calculations
  • Full Service

    Designed for your complete peace of mind. This is ideal for S-corp owners

    Monthly billing for a 12 month commitment. Initial consult required for quote.

    Everything in Specialty &

    • Updated Quarterly Estimated Tax Calculations
    • Pass-through Entity Elective Tax Filings
    • Reasonable Shareholder Compensation Report
    • Payroll Support
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Custom Service Package

Maybe you love handling payroll on your own, but you need help with sales taxes. Or you want us to act as your fractional controller and you never want to see a spreadsheet again. We can work with you to create a service plan that is tailored to your wants and needs.