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Services
If you are looking for a virtual firm that will focus on your individual and business needs, and always treat you like a client who matters, look no further.
Tax Preparation
Effective tax preparation and planning can help you to minimize your future tax liability. We currently prepare individual tax returns to include Schedule C. In the future, we will expand our tax preparation services to include other business entities.
Bookkeeping
Would you like to worry less about your finances so that you can focus on growing your business?
- Are you a QuickBooks Online user or willing to switch?
- Are you stressed at tax time because your books are not accurate nor up to date?
- Does the thought of having to manage your books give you anxiety?
- Are you wondering where your money is going each month?
- Do you need a QuickBooks Online setup for the first time?
Well, you are in the right place.
We offer:
- Monthly and quarterly bookkeeping
- Receipt management so that your books are compliant
- Zoom calls for client meeting
- A secure client portal to submit your documents and for sending secure messages
- Customized fixed pricing to each client so that you know what you are paying each month.
- Monthly pricing is provided after a free discovery call and a diagnosis of your accounting file
- Diagnostic Reviews are $350 and are non-refundable
Book your discovery call today!
Business Formation
We offer Business Formation services to our valued clients. Whether you want to form an LLC, file as an S Corporation, or create a C Corporation, we are here to help.
Call today to schedule an appointment!
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