• Address: 367 Atlanta St SE

Business Owners

You didn’t start your business to become a tax expert. You started it to do great work, serve customers, and build something you’re proud of. But somewhere along the way, tax season became a nightmare. Paperwork piles up. You’re not sure if your bookkeeping is right. And every year, you wonder: “Am I leaving money on the table?” 

You need more than someone who just files forms once a year. You need a partner who understands your business, watches out for opportunities, and makes taxes straightforward—so you can get back to running your company. 

You didn’t start your business to become a tax expert. You started it to do great work, serve customers, and build something you’re proud of. But somewhere along the way, tax season became a nightmare. Paperwork piles up. You’re not sure if your bookkeeping is right. And every year, you wonder: “Am I leaving money on the table?” 

You need more than someone who just files forms once a year. You need a partner who understands your business, watches out for opportunities, and makes taxes straightforward—so you can get back to running your company. 

WHAT YOU NEED

Everything You Need to Keep More and Stress Less

Stop worrying about compliance. We handle accurate filing that maximizes deductions and keeps you on the right side of the IRS—so you can focus on your customers, not paperwork.
Pay only what you should, nothing more. We watch for opportunities year-round, adjust strategies as your business grows, and keep you ahead of changing regulations.
Get your books in order without the headache. We set up systems that actually work for trade businesses, so you always know where you stand financially.
Your business and personal finances are connected. We handle both seamlessly, ensuring your complete tax picture works in your favor.

Basic Tax Services starting at $1,500 & Tax + Accounting services starting at $3900 Annually

CHOOSE YOUR PATH

The Right Support for Your Business Stage

Tax

  • Individual Tax preparation (Form 1040)
  • Business Tax returns (S-Corps, C-Corps, partnerships, and LLCs)
  • Payroll Taxes
  • State & local tax compliance (sales tax, property tax, etc.)
  • S-Corporation set up & guidance
  • Quarterly taxes & tax liability estimates
  • 1099 filings, LLC registrations & other compliance needs

Accounting

  • Monthly Bookkeeping & expense tracking
  • Monthly financial statements (Profit & loss statement, balance sheet)
  • Accounting system design & implementation
  • Custom financial reports & analytics
  • Payroll setup, compliance, and tax filings
  • Payroll administration & deductions (401K, insurance)
  • Rental property accounting setup

Advisory

  • Personal & High Net Worth Tax Planning
  • Mergers & Acquisitions (M&A) Tax Planning
  • Business Valuations
  • Annual business tax planning
  • Business entity structuring
  • Outsourced CFO services (Accounting review, cash flow & budgeting, financial insights)
  • Estate & Gift tax planning
  • Cost segregation studies

READY TO GET STARTED?

Stop Overpaying. Start Keeping More.

You've spent enough time worrying about taxes. Let's talk about how we can help you keep more of what you earn, get your systems in order, and give you the confidence to focus on growing your business.

Build your business service package

 

Essentials 

Premium 

Legacy 

Tax 

x 

x 

x 

Accounting 

x 

x 

x 

Payroll 

x 

x 

x 

Tax Planning 

 

x 

x 

Quarterly Meetings 

 

x 

x 

Advanced payroll 

 

x 

x 

Advanced Accounting 

 

x 

x 

Advanced tax compliance 

 

x 

x 

Fractional CFO 

 

 

x 

Advanced accounting systems 

 

 

x 

Custom advisory solutions 

 

 

x 

Price 

$4,000 – 6,000 

$6,000 – 12,000 

$12,000+