Meet our services...

Taking you on great services

Standard Plan

  • Business Tax Return
  • Individual Tax Return (max 2 partners) (M)
  • Bookkeeping Review or Preparation
  • Email Support
  • Meetings Bookkeeping Discussions
  • Financial Consulting
  • Sales Tax Reporting
  • ADP Payroll Assistance
  • Estimated Tax Payment Biz & Indv
  • Annual Report with Reg Agent (State fees not included)
  • Tangible Tax
  • SA Summit Events (2)
  • Remote Controller & CFO Monthly
  • IRS Comunication

Professional Plan

  • Business Tax Return
  • Individual Tax Return (max 2 partners) (M)
  • Bookkeeping Review or Preparation
  • Email Support
  • Meetings Bookkeeping Discussions
  • Financial Consulting
  • Sales Tax Reporting
  • ADP Payroll Assistance
  • Estimated Tax Payment Biz & Indv
  • Annual Report with Reg Agent (State fees not included)
  • Tangible Tax
  • SA Summit Events
  • Remote Controller & CFO Monthly
  • IRS Comunication

Premium Plan

  • Business Tax Return
  • Individual Tax Return (max 2 partners) (M)
  • Bookkeeping Review or Preparation
  • Email Support
  • Meetings Bookkeeping Discussions
  • Financial Consulting
  • Sales Tax Reporting
  • ADP Payroll Assistance
  • Estimated Tax Payment Biz & Indv
  • Annual Report with Reg Agent (State fees not included)
  • Tangible Tax
  • SA Summit Events (1)
  • Remote Controller & CFO Monthly
  • IRS Comunication

Extended CFO Plan

  • Business Tax Return
  • Individual Tax Return (max 2 partners) (M)
  • Bookkeeping Review or Preparation
  • Email Support
  • Meetings Bookkeeping Discussions
  • Financial Consulting
  • Sales Tax Reporting
  • ADP Payroll Assistance
  • Estimated Tax Payment Biz & Indv
  • Annual Report with Reg Agent (State fees not included)
  • Tangible Tax
  • SA Summit Events (2)
  • Remote Controller & CFO Monthly
  • IRS Comunication
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