Business Success Plans

Premier Business Tax Prep, Consultation, and Planning 

Looking for business tax help from the best in the industry?

Starting at $2500

  • Current tax year preparation (simple or complex) We’ll get it done right.
  • Dedicated CPA client care.
  • We’ll answer all your questions as we prepare your current taxes. 
  • Year-round game plan to help you keep more of the money you earn.

  • 2 one-hour zoom tax advisory sessions 
  • Audit Defense against random IRS examinations
  • Never worry about the IRS or State Board, we’ll handle all post-filing IRS or State Board correspondence. We’ll take care of everything

Start Up - New Business Incubator

Validate your business idea and set up your new business for success in tax savings as soon as possible!

Starting at $1850 + Tax Returns

  • Validation
  • Initial Business Tax Entity Setup
  • Structure Optimization
  • New Business Setup
  • Advisory Planning

Scale - Business Bundle

Everything you need for better results in one simple monthly fee.

Starting at $975/month

  • Year-round cash flow improvement process. We meet throughout the year to set priorities, analyze indicators & threats, and help you execute the specific actions that will improve your cash flow.
  • All personal & business taxes, accounting, payroll, IRS correspondence, & entity maintenance is automatically taken care of by our team and technology.
  • You receive the highest return on your investment possible because you have the most time left to focus on growing your business.

Business Tax Dissolution Success Package

Everything you need to close your business with peace of mind.

Starting at $1750 + Tax Returns

  • Makes sure all back taxes are paid and fillings are complete.
  • We make sure you’re in good standing with the Secretary of State.
  • We follow-up to receive confirmation that you have a successful close out filing.
  • Protecting you against unwanted or future liability.

Business Suspension Reinstatement Success Package

We’ll solve your suspension problem so you can move forward and pursue your goals.

Starting at $2500 + Tax Returns

  • Establish a clear understanding of why your business was suspended
  • Explain factors that lead to suspension
  • Create a game plan to bring your business into good standing and lift the suspension.
  • Obtain the certificate of good standing so you can have more choices for the future.
  • Protecting you against unwanted or future liability.

Non-Profit Tax Success Package

Capture the feeling knowing you are ahead in compliance and that you can report to your Board of Directors and the public!

Starting at $975 + Tax Returns

  • Get Ahead in Non-Profit Tax Reporting. Compliance. Advise.
  • Know exactly where you stand as a Board of Director of your Exempt Organization
  • We automatically take care of your Non-Profit taxes, IRS correspondence,  and follow-up on State Revenue Board correspondence
  • We create an action plan to navigate your requirements in reporting with IRS and State Board to ensure that you are in compliance
  • Help navigate all proactive steps in ensuring that all future changes in the tax laws are identified and assist strategic decisions made by Board of Director

What Our Clients Say...