One-Time Services Overview
From quickbooks clean-up to financial diagnostics, our one-time services will help your business get back on track.
Customized Tax Strategies
We tailor tax plans to your unique business needs, ensuring optimal savings and aligning with your financial goals.
Accurate Books and Timely Filings
Stay ahead with up-to-date, accurate books and proactive compliance checks that prevent penalties and keep your business audit-ready year-round.
One-Time Services
These are one-time services; for recurring monthly services, see our Monthly Services page.
Quickbooks Clean-up
Behind in your bookkeeping? Need someone to help you catch up? We can take care of you! Prices vary based on the extent of the work needed -contact us for a custom quote.
Tax Preparation
Need your business and/or personal tax return prepared? We can take care of that for you. 1040s start at $500; business returns start at $1000.
S-Corp Conversion -$250
Is it time to convert to an S-corp? We can handle that for you. This package includes filling out and submitting the S-election paperwork to the IRS, getting employer account numbers from your state, and setting up basic payroll (no monitoring is included after the first payroll). It does not include filling out LLC paperwork if that is not done.
One-Time Diagnostic or Strategy Session -$497
This is a one-time session to help you work through issues currently facing your business, such as: Am I doing taxes and/or bookkeeping correctly? Should I convert to an S-corp? Am I paying myself correctly? Can I lower my tax bill?
8-hour Planning Session -$1495
Over two days we’ll help build your business a budget, a cash flow forecast, and a financial plan for the next 12 months. You’ll leave with a clear idea of reasonable goals for the next year and what you need to do to reach them.
Stand Alone Tax Plan -$1995
This will be a full tax plan that will help you lower taxes to the minimum legal amount. You will meet with us three times -once to be sure tax planning is for, once to get documents and ask questions, and once for a tax plan presentation. Implementation is not included.