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Let's see if we're a good fit.

As Your Business Experts We






I am a Sole Proprietor and I like to keep things as simple as possible.

Get the guidance you need while you are starting out so that you can avoid common pitfalls and missteps that could hurt you later.  We will be there to educate you and get you started right.  We'll build your Simple Start package based on your needs to include:

Starts as low as $150/mo
12 month commitment

Price will vary based upon complexity and scope of work.

Package can be upgraded at any time if your business needs change.

  • Personal and Business Tax Preparation - Federal and State - with Essentials Level Tax Support

  • Sales Tax, Excise Tax, & Personal Property Tax Returns

  • Annual Newsletter and Special Alerts to Inform You of Important Tax Changes

  • Deadline Reminders

  • Client Resource Vault

  • 24/7 Access to a Secure Portal

  • Getting Started Session

  • Mid-Year Check-Up and Strategy Session

  • 5 Additional Tax/Business Questions During the Year

  • Registered Agent/Business Licensing Services

  • 1099's for Subcontractors

  • Standard Work Guarantee

Apply to schedule a discovery session so we can discuss your needs and build out your package.


Hover over the options to see the benefits of working with our team.
Tax Preparation

Your tax returns will be prepared accurately and we review them with you and answer any questions you have.  We want you to understand what you are signing.

State Sales Tax/Excise Returns and Personal Property Tax Reports

In most states, businesses pay excise or sales taxes either Annually, Quarterly, or Monthly depending on industry and income.  We will prepare the returns for your business.

Pre-Season Newsletter

Every year just before the start of tax season, we keep you informed by sending you our annual newsletter highlighting the major changes we feel affect our clients most.

Deadline Reminders

Stop worrying about forgetting deadlines.  You will get automatic reminders from us for important tax due dates and estimated payment deadlines. 

Special Alerts

We'll send you special announcements when we find out about sales tax rate changes or income tax changes for businesses to keep you in the know.

Client Resource Vault

You will get access to our Client Resource Vault that contains deduction checklists, useful web links, and how-to-videos for things like making IRS payments.

Secure Online Portal

With the portal you can send/receive documents securely, store tax years, and e-sign tax forms.  You can download the app to scan documents to pdf or message with us all on your phone!

Getting Started Session

We will schedule a session to discuss your business and to educate you on some best practices for business owners.  This session will help you get started on the right track.

Mid-Year Check-Up and Strategy Session

You can schedule a session to meet between June and October to discuss any changes in your tax situation and look at basic tax strategies that may help you before year-end.

5 Additional Tax or Business Questions Included

We're happy to answer pressing tax questions such as "Is X taxable?", "Do I qualify for X deduction?", "Should I pay off X?", "Should I buy X?", "Should I take a distribution of X?", etc. 

Registered Agent/Licensing Services

We can monitor and renew your state business license and your Annual Report (LLC's and Corporations) so you don't have to worry about it.

1099-NEC Preparation for Subcontractors

We will prepare form 1099-NEC for any subcontractors that you provide us info for in January.  These will be processed online and mailed directly to them.

Standard Work Guarantee

If we make an error on your return, we will take corrective action free of charge and will pay any related interest and penalties up to the point of discovery and correction.

Ready to get started?

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