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OUR SERVICES
Smart Financial Solutions
That Move You Forward
Tax Services
01.
Personal Tax Preparation
Filing federal and state tax returns for individuals
04.
Tax Resolution Services
Assisting with Tax debt relief, payment plans, and penalty abatement.
02.
Business Tax Preparation
Preparing and filing tax returns for small businesses
05.
Sales tax filing
Managing sales tax compliance for businesses.
03.
Tax planning & Strategies
Helping clients minimize tax liabilities through strategic planning
06.
Bookkeeping & Organizing
Providing accurate recordkeeping, account reconciliation, and monthly financial reports.
Our Packages
*all require a 6-month minimum agreement*
*Prices may vary depending on the combination of factors*
Seed Package
Starting at $175 per month
✔ Up to 50 transactions/month
✔ Dedicated business bank account setup
✔ Monthly reconciliation
✔ Quarterly financial review
✔ Email support
Watering Package
Starting at $300/month
✔ Up to 120 transactions/month
✔ LLC account setup
✔ Monthly reports & reconciliation
✔ Quarterly financial check-in
✔ Email + phone support
Increase Package
Starting at $450 per month
✔ 150+ transactions/month
✔ Advanced reporting & reconciliation
✔ Strategic advisory session each quarter
✔ Priority support
✔ Custom reporting options
A la carte services
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Financial Wellness SessionsPersonalized checkups. We will discuss the topics for your needs. Topics include budgeting, credit, debt, tax preparation, etc. Single session $150 3 session package $300 (buy two get one free) (Biweekly or monthly cadence)
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Payroll servicesPayroll services
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One time QuickBooks setup and trainingOne time QuickBooks setup and training
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One time QuickBooks clean upOne time QuickBooks clean up
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Fortified Finances Workshop seriesFortified Finances Workshop series
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