Tax Advisory

Individual Tax Advisory & Planning
$ 35 Base Per Month
  • Guaranteed Tax Season Appointment
  • Individual tax planning
  • Paycheck withholding check-up
  • Single Member LLCs, K1s & Landlords

Virtual Controller

Accounting with Data Analysis
$ 350 Starting at
  • QBO Plus
  • Third Party Payroll Integration
  • Bank & CC Recons
  • Balance Sheet & Profit Loss

Small Business Essentials

Accounting with Data Analysis
$ 125 Base Per Month
  • Business Transaction Analysis
  • Interim Profit/Loss with Balance Sheet
  • Tax Prep and planning for Business & Owner
  • S-Corp Wage Planning
  • Automatic Bank Feed

ERTC/PPP Calculator

Comprehensive Analyzer
$ 999 Flat Rate
  • Maximize ERTC refunds
  • 100% PPP loan forgiveness
  • Worksheet for 2020 & 2021
  • Save so much time..and money
Save time!