You should love your space. That means designing it to your needs and making sure that every detail is perfect.

All clients may enjoy the following tax services based on the plan you choose. All plans are quoted upfront based on your needs and requirements so there are no surprise costs.

TAX Services

Includes...

Strategic

Proactive

Compliant

  • Detailed Tax Return Review Meeting

  • Free Audit Protection

  • Tax Impact Estimates for Minor Change

  • Federal/State Tax Preparation

  • Digital Document Storage

  • IRS Tax Notice Support

Bookkeeping Assistance for "Tax Ready Financials" (Extra Fee for Compliant)

Includes everything in Compliant plus...

Includes everything in Proactive plus...

  • Detailed Tax Return Review Report

  • Annual Tax Forecasting/Planning Meeting

  • Year Round Tax Advice

  • Assistance and Response to IRS Tax Notices

All clients may enjoy the following bookkeeping services based on the plan you choose. All plans are quoted based on your needs and requirements.

BOOKKEEPING Services

Includes...

Strategic

Proactive

Compliant

  • Detailed Tax Return Review Meeting

  • Free Audit Protection

  • Tax Impact Estimates for Minor Change

  • Federal/State Tax Preparation

  • Digital Document Storage

  • IRS Tax Notice Support

Bookkeeping Assistance for "Tax Ready Financials" (Extra Fee for Compliant)

Includes everything in Compliant plus...

Includes everything in Proactive plus...

  • Detailed Tax Return Review Report

  • Annual Tax Forecasting/Planning Meeting

  • Year Round Tax Advice

  • Assistance and Response to IRS Tax Notices

All clients may enjoy the following tax services based on the plan you choose. All plans are quoted based on your needs and requirements.

PAYROLL Services

Includes...

Strategic

Proactive

Compliant

  • Detailed Tax Return Review Meeting

  • Free Audit Protection

  • Tax Impact Estimates for Minor Change

  • Federal/State Tax Preparation

  • Digital Document Storage

  • IRS Tax Notice Support

Bookkeeping Assistance for "Tax Ready Financials" (Extra Fee for Compliant)

Includes everything in Compliant plus...

Includes everything in Proactive plus...

  • Detailed Tax Return Review Report

  • Annual Tax Forecasting/Planning Meeting

  • Year Round Tax Advice

  • Assistance and Response to IRS Tax Notices