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Annual Tax Packages for Service Based Business Owners

Discover our tailored annual tax packages designed to help service based entrepreneurs maximize savings, minimize IRS stress and stay financially organized year-round. Whether you're looking for expert tax preparation, strategic planning, or ongoing advisory support, we have a solution that fits  your needs. 

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Take the guesswork our of taxes and focus on growing your business and we will handle the rest.

Choose the Perfect Tax Solution for your Service-Based Business and Let us Handle the Rest!

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Essential Tax Package

This package is designed for new or growing business owners who value getting the essentials done correctly and are ready to simplify their finances while maximizing their tax savings. 

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  • Tax Preparation

  • Bi-Annual Tax Review Sessions

  • Personalized Tax Reduction Plan

  •  Personalized Chart of Accounts

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Growth Tax Package

This package is designed for established business owners who are focused in scaling their business, reducing their tax liability and need streamlined financial support. 

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  • Tax Preparation

  • Bookkeeping Setup System 

  • 1 Hour Bookkeeping Training Session

  • Quarterly Tax Strategy Sessions

  • Personalized Tax Reduction Plan

  • Audit Proof Documentation Guide

  • Building Business Credit Guide

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Elite Tax Package

This package is tailored to high-achieving business owners who are ready to maximize profits with comprehensive tax and bookkeeping services. 

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  • Tax Preparation

  • Quarterly Tax Strategy Sessions

  • UNLIMITED monthly advisory calls (during business hours)

  • IRS Communication & Compliance Support

  • Ongoing Monthly Bookkeeping Service

  • Personalized Tax Reduction Plan

  • Audit Proof Documentation Guide

  • Access to Business Funding

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