BUSINESS BUNDLES

Get the most out of our services with a bundle that meets all your business needs

Business Bundles

For new businesses, growing businesses, and larger businesses

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Business Starter

2 Business Consulting Meetings (per year)

Business Success Planning

IRS Correspondence (1 letter/year)

Tax Planning & Strategies Meeting

Accounting Software Selection & Implementation

Accounting System Setup
Operational Bookkeeping & Payroll
Bookkeeping (monthly/quarterly/annual)
Payroll for up to 3 employees or contractors

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Business

3 Business Consulting Meetings (per year)
Business Success Planning
IRS Correspondence (2 letters/year)
Tax Planning & Strategies Meeting
Accounting Software Selection & Implementation
Accounting System Setup
Operational Bookkeeping & Payroll
Bookkeeping (monthly/quarterly/annual)
Payroll for up to 5 employees or contractors (DD only)
Business Valuations

State Franchise Tax Report

General Ledger & Financial Statement Preparation
Audits, Reviews & Compilations with IRS

Business Plus

6 Business Consulting Meetings (per year)
Business Success Planning
IRS Correspondence (all year)
Tax Planning & Strategies (all year)
Accounting Software Selection & Implementation
Accounting System Setup
Operational Bookkeeping & Payroll
Bookkeeping (monthly/quarterly/annual)
Payroll for up to 10 employees or contractors (DD or check)

Business Valuations

State Franchise Tax Report

General Ledger & Financial Statement Preparation

Audits, Reviews & Compilations with IRS

Cash Flow & Budgeting Analysis

Financial Planning

Financial Statements

Financial Forecasts & Projections

Business & Personal Tax Preparation

Management Advisory Services

Audit Services
Investment Review

Schedule your FREE 15-minute evaluation to get started!
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972-296-4237

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Just need reliable tax preparation? We have a bundle for that!

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Personal Bundle

1 Personal Consulting Meeting (per year)
Tax Planning & Strategies
Personal Tax Preparation

Be Extra Prepared

Get one of our Tax Planning Add-Ons along with your bundle to make sure all your tax-related needs are covered. No surprises!

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Tax Planning

1 Tax Planning Meeting (per year)

1 IRS Letter Review (per year)

1 Consultation (per year)

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Tax Planning II

4 Tax Planning Meetings (per year)

1 IRS Letter Review (per year)

1 Consultation (per year)

Schedule your FREE 15-minute evaluation to get started!