Aspire: “to seek to attain or accomplish a particular goal”
Stewardship: “the careful and responsible management of something entrusted to one's care”
We aspire to help our clients overcome the burden of tax compliance, tax planning, and accounting so they can focus on the stewardship of their personal and business matters.
Services we offer
Tax Compliance Only
Minimum pricing for these services::
Individual Tax Preparation $350
Business Tax Preparation $850
Includes tax return preparation and review as well as digital document storage.
This service is invoiced upon completion of the work.
Year Round Access Package
Minimum pricing for this package:
$100/mo
For those who have purchased a Tax Compliance Only service, we want to also be available year round to answer your quick phone call or email questions and to respond to current year IRS notices. The Year Round Access package allows us to serve you for a full twelve months and is invoiced at the beginning of each of those months.
Full Service Business Subscription
Minimum pricing for this subscription:
$400/mo
This subscription is for the business owner who has purchased a Tax Compliance Only service. It includes everything in the Year Round Package plus bookkeeping services, payroll assistance through QBO or Gusto payroll services, one end of year tax planning meeting/projection between October 16th and December 16th and a mid year tax projection if desired.
The Full Service Business Subscription allows us to serve you and your business for a full twelve months and is invoiced at the beginning of each of those months.
