We start by getting to know you and your business. With our highly personalized approach, we make sure that all of our recommendations are aligned to your unique goals and objectives.
1 hour 15 minutes
Gather personal information from client and review life plan goals to offer a product that best fits your needs.
Free · 45 minutes
With specific business activities and goals determined at the outset, we help you avoid the common pitfalls that many new small business owners face.
Virtual/In-person meetings to discuss your business needs.
and/or Establish partnership agreement
Review findings of QBO account, present client with estimate of Cost ( Estimate Completion Date for Clean-up)
Free · 30 minutes
Review updates to QBO account during Clean-up, On-going Bookkeeping services, etc.
We help you uncover all available deductions, implement business strategies to maximize your post-tax income, and ultimately save you a lot of time and money come tax season.
E-file Individual Federal & State income tax returns. Estimated time of completion 25-45 minutes
E-file of Business tax returns, including Sales & Payroll tax
1 hour 30 minutes