Comprehensive Financial Solutions

01

Business Formation & Planning

We assist entrepreneurs in the critical early stages, managing the business start-up process and developing comprehensive Business Plans. From entity selection to operational redesign, we ensure your foundation is built for scale.

Starting at: $1,108

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

Plus

Core plan
Set business goals
Market analysis
Operation plan
Financial plan and projections
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

02

Financial Management & Tax

  • Bookkeeping: Online book management, system setup, and deep clean-up for ongoing businesses.
  • Financial Reporting: Detailed statements that help you understand the "why" behind your numbers.
  • Certified professionals
  • Secure document portal access
  • Cloud base data
  • Monthly bank transactions categorization and reconciliation
  • Monthly Basic Financial Reports: P&L, Balance Sheet and Cash Flow
  • Financial reports Live (Zoom/In office meeting) walkthrough

Starting at: $499/Month

Adds On

  • Fiscal Year Acounting management

  • One Platform: QUICKBOOKS ONLINE/XERO/NETSUITE Monthly suscription

  • One time: Platform set up (QBO, XERO or Netsuit)

  • One time: Chart of Account set up

  • Receipts scanning 

  • Business Owner's Payroll Administration

    Invoices/Account Receivables management 

  • Inventory/ fixed asset management

  • Vendor's Bill payments Administration 

 

Plans

Core
Biannual 
 
Plus
Quaterly

 

Strategic
Monthly

 

03

 KPIIFY: Performance Dashboards

 

Gain a competitive edge with our signature KPIIFY service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Starting at: $379/Month

Core 

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Inventory/ fixed asset management

  • Product/Job/Project costing

Plus

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Inventory/ fixed asset management

  • Product/Job/Project costing

Strategic

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Inventory/ fixed asset management

  • Product/Job/Project costing

04

Tax Planing for Investments

Maximize your investment returns with personalized tax planning, including investment analysis, entity optimization, retirement strategies, Roth conversions, and estate planning guidance—all tailored to help you reduce taxes and build long-term wealth.

Core 

  • Certified trusted tax planing advisor

  • Tax Efficiently Oil and Gas Investment custom analisys

  • One Big Beautiful Bill act's -OBBB- Investment parameters, Explained

  • Legal Entity Optimization (LLC, S Corp, C Corp, Partnership)

  • Tax Efficiently Real Estate Investment custom analisys

  • Tax Efficiently Stocks' Investment custom analisys

  • Family employment custom analisys

  • Retirement accounts maximixation -HSA, 401K, IRA, 403(b)- custom analisys

  • Roth Conversions and Mega Backdoor Roths custom analisys

  • Estate Planing custom analisys and referral

  • Charitable Giving custom analisys and referral

Plus

  • Certified trusted tax planing advisor

  • Tax Efficiently Oil and Gas Investment custom analisys

  • One Big Beautiful Bill act's Investment parameters, Explained

  • Legal Entity Optimization (LLC, S Corp, C Corp, Partnership)

  • Tax Efficiently Real Estate Investment custom analisys

  • Tax Efficiently Stocks' Investment custom analisys

  • Family employment custom analisys

  • Retirement accounts maximixation -HSA, 401K, IRA, 403(b)- custom analisys

  • Roth Conversions and Mega Backdoor Roths custom analisys

  • Estate Planing custom analisys and referral

  • Charitable Giving custom analisys and referral

Strategic

  • Certified trusted tax planing advisor

  • Tax Efficiently Oil and Gas Investment custom analisys

  • One Big Beautiful Bill act's Investment parameters, Explained

  • Legal Entity Optimization (LLC, S Corp, C Corp, Partnership)

  • Tax Efficiently Real Estate Investment custom analisys

  • Tax Efficiently Stocks' Investment custom analisys

  • Family employment custom analisys

  • Retirement accounts maximixation -HSA, 401K, IRA, 403(b)- custom analisys

  • Roth Conversions and Mega Backdoor Roths custom analisys

  • Estate Planing custom analisys and referral

  • Charitable Giving custom analisys and referral

05

Business Tax Return Preparation

Simplify your business tax filing with personalized tax return preparation, including secure document management, accurate filing, payment planning, compliance support, and strategic tax guidance—tailored to help you minimize tax liability, avoid costly mistakes, and keep your business on track.

Adds On

  • Books Clean-up/Retroactive Bookkeeping
  • Prep and e-file Forms 1099s
  • Tax debt Payment Plan Set up
  • Individual's Tax Return Preparation

Starting at: $499

Core 

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Plus

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Strategic

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

06

Individual Tax Return Preparation

File your individual tax return with confidence through personalized tax preparation services, including secure document management, accurate return preparation, e-filing, refund and payment support, government notice assistance, and strategic tax planning. Our experts help you maximize eligible deductions, stay compliant, and make tax season simple and stress-free.

Adds On

  • Tax Debt Payment Plan Setup

Starting at: $220

Core 

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Plus

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Strategic

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Ready to Simplify Your Financial World?

Access real-time reports, secure document sharing, and direct messaging with your dedicated advisory team.