Services
No per hour billing rates here. Our value billing price structure allows us to quote both the work and the client based on need and capacity.
Please note this is not a complete list of services. Ask about our referral program.
Consulting on demand - $65/hr
Includes a scheduled phone call, FaceTime, or in person meeting to discuss specific issues on an as needed basis, without the retainer fee requirement.
retainer agreement - $TBD
A retainer agreement provides ongoing availability. Includes (3) 30 min phone calls per month as well as monthly financial statements.
Reverse audit services - $TBD
Based on process structure, we will reverse audit the financials to ensure external audit readiness and locate process gaps.
External audit services - $125/hr
We will liaise with auditors on your behalf so that you can get back to your business and your life. Services include federal, state, and local audit compliance.
Tax return preparation - $1200 Business
We will prepare tax returns and work papers, review them with you and e-file on your behalf, so that you can get back to your business and your life. Services include federal, multi-state, and local tax returns.
startup accounting kit - $800
Includes the set up of client accounting and payroll software, and a tax advisory memorandum.
Startup Tax add on - $800
Includes the set up of tax compliance accounts: city business tax/license, withholding tax, state income tax, franchise tax, foreign entity fees, federal tax, real/personal property tax.
advisory memorandums - $500
Includes official drafting of tax researched client letters, memorandums, opinion letters, and audit protest letters.
tax planning/budget forecasting - $125/hr
Includes (3) 1 hour meetings, budget forecast reports, and tax planning advice at year end.