Not a menu. A relationship. Every engagement starts with understanding your business, then building the financial support it actually needs.
Transaction categorization, bank and credit card reconciliation, monthly P&L statements, balance sheets, and expense tracking. QuickBooks Online integration included. Your books stay clean so you can focus on what you actually do.
Business returns (S-Corp, Partnership, LLC) and personal returns filed with precision. Proactive tax planning that identifies deductions, optimizes entity structure, and saves real money — not just compliance theater. Quarterly estimates included for retainer clients.
Employee payroll, tax withholdings, quarterly 941 filings, annual W-2s and 1099s, and state unemployment reports. Fully compliant with Florida and federal requirements. Integrated with Gusto or ADP.
Every plan includes a dedicated accountant who knows your business by name.
Standalone tax returns: $400–$1,500 depending on complexity. QuickBooks setup: $500–$1,000. Catch-up bookkeeping: $75–$150/hr.
Book a free consultation and we’ll figure it out together. No commitment required.
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