Enrolled Agent (IRS) • QuickBooks ProAdvisor • 18+ years experience • 100+ returns prepared
BOOKKEEPING
Benefit: Stay on top of your business with organized books, timely reports, and clear insights, so you can focus on growth.
What's Included:
No lock-ins. Month-to-month. Your data stays yours.
Bookkeeping $199–$599/mo
TAX PREPARATION
Benefit: Accurate, stress-free tax filing that keeps you compliant and penalty-free.
What's Included:
Personal Tax $300–$1,000
Business Tax $550–$2,000
IRS REPRESENTATION
Benefit: Get peace of mind knowing you have an Enrolled Agent that has been admitted to practice before the IRS on your side when dealing with any IRS matters.
What's Included:
Representation provided by an Enrolled Agent admitted to practice before the IRS.
Case-based pricing · Diagnostic review included
CFO ADVISORY
Benefit: Gain clarity and control with high-level insights that guide smarter business decisions.
What's Included:
CFO Advisory from $550/mo
BUSINESS FORMATION & COMPLIANCE
Benefit: Start right and stay compliant with yearly filings and reporting.
What's Included:
Formation from $100 + state fees
CRYPTO TAX & PLANNING
Benefit: Stay ahead of IRS rules with proactive planning for digital assets.
What's Included:
Scope-based pricing · Varies by wallets/transaction volume
* Your privacy matters. We never share or sell your information.