Get a CPA in your corner for your tax and other financial needs.
Our services
Tax Preparation
Book a meeting to discuss your tax situation. This is more than offloading your documents and never speaking to your tax preparer. Our team comes prepared with questions and considerations to reduce your tax liability. Pricing varies by filing status, type and size of business entity, and other items.
IRS Audit Representation
Have a CPA go to bat for you with the IRS. We handle preparing response, communicating with the IRS, and negotiating. Pricing varies based on complexity and scope.
Tax Planning
This time will be spent evaluating your tax situation. We will have an open forum to discuss incremental tax saving strategies and your upcoming life and/or business changes. Pricing varies by frequency and tax savings.
CPA Letter
Verify your income, business activity, and other financial information for lending and lending/lease activities, among others. We do not express an opinion or provide any assurance.
Simple $200 | Complex $500+
Compilation of Financial Statements
Present your business’s data in financial statement formatting for internal or third-party use. Pricing varies by complexity and the number of financial statements and schedules.
Cost Segregation Study
Cost segregation studies reclassify building components (i.e., assets) into shorter depreciable lives, which can increase your write-off for depreciation expense. Pricing varies by size and scope.
$5,000+