Financial goals
Your Tax Basecamp
Financial goals
Your Tax Basecamp
Our services
What We Bring To You
Essential
- Self-employed individuals and entrepreneurs
- Need payroll processing and compliance for the owner’s salary
- Bookkeeping is becoming a pain to handle, want to outsource to a professional
$125 per month ($325/ if including accounting)
Advanced
- Need 2 business entity returns
- Need payroll done for a small team of employees
- Higher volume of transactions
- More complex businesses
$225 per month ($475 if including accounting)
Elite
- Need 3+ business entity returns
- Need payroll for many employees
- More hands-on attention
- Complex businesses with considerable transaction volume
- For businesses that want more than an accountant, but a strategic financial partner
Starts at $600 per month (Starts at $1,500 per month if including Fractional CFO services)
Essential
- Own a rental property?
- Receive a large W2 each year?
- Receive a stack of 1099s from your investment accounts in February?
- Selling a house or other property soon?
- Want to donate a lot to charity or have substantial medical bills?
$675 per year
Advanced
- Have a small side business (Under $15,000 income)?
- Received stock options through your work?
- Beneficiary of an estate or trust?
- Added a 2nd or 3rd rental property to your portfolio?
- Been told you need to take “RMDs” soon?
$1,500 per year
Elite
- Own property in a foreign country?
- Have a portfolio of rental properties?
- Have a trust or estate that needs its own tax return filed?
- Receive income and cash distributions from multiple business entities?
- Need help tracking basis in alternative investments?
Starts at $2,700 per year
Your Tax Basecamp
Why Choose Us
Our team of seasoned tax professionals is equipped to handle a variety of tax situations.
We tailor our services to meet your unique needs, ensuring maximum efficiency and effectiveness.
Your satisfaction is our top priority. We work diligently to ensure your tax needs are met with the highest standards.
20+ Years Of Experience In Finance
Your Tax Basecamp
Why Choose Us
Our team of seasoned tax professionals is equipped to handle a variety of tax situations.
We tailor our services to meet your unique needs, ensuring maximum efficiency and effectiveness.
Your satisfaction is our top priority. We work diligently to ensure your tax needs are met with the highest standards.
20+ Years Of Experience In Finance