WE HELP SMALL BUSINESSES AND INDIVIDUALS
Save thousands of dollars
in taxes every year.
Our proven IRS strategies and pain-free process automate the tasks you don't enjoy, so you can spend more time doing what you love.
Choose the Perfect Level of Help
Three Simple Options
Personal Bundle
$89
/Month
Faster progress toward your personal goals.
Streamlined Taxes + Strategic help year-round.
Withholding Analysis to ensure your paycheck is aligned with your goals.
Cash flow planning so you can know exactly what you can spend or save to align with your lifestyle and goals
Networth Analysis so you can see and track your overall financial health, and know exactly when adjustments may be needed.
Personal threats checklist to ensure you're paying the least amount of tax possible and are prepared for anything that may happen in the future.
IRS correspondence Assistance. Never stress about a letter from the IRS or State.
Pain-Free Tax Preparation & Filing.
Year-Round access to our expert team so you'll always know you’re on the right track.
Business Bundle
Package 2a
$399/Month
Lower your tax bill, increase cash flow year-round, Help with your accounting and payroll.
Maximum business tax savings process.
Align your business and personal finances so all your decisions are moving your in the right direction.
Improve your cash flow and know exactly how much you can spend, invest in the business, or pay yourself.
Better understand your financial health indicators and neutralize threats.
Pain-Free Tax Preparation, Automated , Accounting, & Payroll Included.
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Business Success
Package 2b
$249/Month
Lower your tax bill, increase cash flow year-round, Help with your accounting and payroll.
Maximum business tax savings process.
Align your business and personal finances so all your decisions are moving your in the right direction.
Improve your cash flow and know exactly how much you can spend, invest in the business, or pay yourself.
Better understand your financial health indicators and neutralize threats.
Pain Free Tax Process Included.
Manage your own accounting and payroll (cleanup fees may apply)
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Accounting Success
Package 2c
$199/Month
Automated accounting so you can grow your business and stress less.
Modern Accounting Mangement, done for you. Say "no" to busy work and get back to doing what you do.
Always up-to-date financials & reports so you can always make the best decisions and be ready anything.
Year-Round monitoring and strategic recommendations so you can use your numbers to reach your goals faster.
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New Business Start Up
Package 3a
$1,500-$2,800
+ based on your needs
Everything you need to start a new business and become profitable faster.
Business Concept Validation
Customized Business Planning
Entity Type Recommendations & Legal Formation.
Federal/State/Local Business and IRS Filings.
Automated Accounting & Payroll Setup.
Profit Accelerator Process.
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Business Bundle
Package 2a
$1500 + Tax Returns
Helping curing any IRs problem, plus support for "healthy" taxes moving forward.
Expert analysis of your case so you can have confidence you'll receive the best outcome possible.
Rapid Relief actions through the IRS to obtain a "hold" on further collect and request request stoppage on bank/wage levies
Intelligent Look-Back to review your prior tax returns and identify possible savings.
This ensures you won't pay any more tax than is required by law.
A custom Best Outcome Plan for Offer-In-Compromise, CNC Status, or an Installment agreement.
Tax Return Preparation & Filing for you so you can have a fresh start.
Tax Success Plan customized for you so you can stay on track in the future and reach your financial goals sooner.
Pain-Free Process from start to finish so you'll feel less stress the moment we begin work.
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Estate & Trust Package
Package 3c
$199/Month
Help managing your estate needs + Optimzing your taxes.
Estate & Trust Financial Strategy
Custom step-by-step implementation support
Full service compliance filings (estate taxes, IRS Correspondence, & follow up on State Revenue Board).
Better understand your financial health indicators and neutralize threats.
Year-Round Help navigating all steps of pre & post distribution.
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Frequently Asked Questions
What makes you different than traditional tax firms?
Traditional tax firms focus on historic work - they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus on increasing your cash flow and decreasing your tax bill, so you can stress less and enjoy running your business again.
How do I know which package is right for me?
We'll make sure we align the right package with your goals. During your free Strategy call, we'll identity your unique needs, and ensure you're enrolled in the right package, at the right price.
When should I get started?
Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and spend more time on the things you love doing. Don't wait.
Do you work with clients in all industries?
We specialize in working with professionals and business owners that want better results in their tax & business lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier. If you really want to have more fun running your business, book a call with us! We'll discuss your needs and align you with the right service. If we can't help for any reason, we'll point you in the right direction.
