The services below highlight some of the ways we can help. After discussing your specific needs, we'll find the best solution for you or your business.
Tax Services
| Tax | Recommended + Accounting | Premium | |
|---|---|---|---|
| Federal and state return preparation for your business | Included | Included | Included |
| Secure & easy to use portal for documents and chat | Included | Included | Included |
| Annual planning meeting | Included | Included | Included |
| Return reviewed with you before filing | Included | Included | Included |
| Monthly or quarterly bookkeeping and close | Not included | Included | Included |
| Bank and credit card reconciliation | Not included | Included | Included |
| Monthly financial statements | Not included | Included | Included |
| Detailed video review of tax return | Not included | Not included | Included |
| Annual tax forecasting | Not included | Not included | Included |
| Quarterly meeting walkthrough of financial reports | Not included | Not included | Included |
Fractional Controller & CFO Services
Our fractional accounting services are here to help you have more accurate financial information that is up-to-date and ready for you to make decisions in real time. We also help provide insights that matter through financial analysis, budgeting, forecasting, reporting, and more. Many businesses want to hire an accounting and finance leader for their organization, but they do not have the resources to hire a full-time professional. If you are looking for a cost-effective way for someone with expertise to handle your finance function, we can help. From bookkeeping to fractional CFO services, we are here to be on your side and partner with your business. Schedule a call to learn more.
Nonprofits
We also provide accounting and 990 tax filing services for nonprofit organizations. Nonprofits face many unique challenges, including grant compliance, tracking of donor restricted funds, revenue recognition, all while building relationships with donors and often having limited resources. We understand nonprofit accounting and help by solidifying your finance function so you can have greater peace of mind at the fraction of the cost of a full-time hire. Schedule a call to talk through ways our expertise can help your nonprofit.
Other services
Individuals
We prepare individual tax returns and are here for the questions that come up the rest of the year. Our process is designed to be easy for you to navigate. We provide prompt communication, a secure and easy to use portal for requested information, and a meeting to discuss the return itself. Schedule a call or email us to learn more.