SERVICE BUNDLES
Get the most out of our services with a bundle that meets all your financial needs
Business Bundles
For new businesses, growing businesses, and larger businesses
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
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!
972-296-4237
Just need reliable tax preparation? We have a bundle for that!
Personal Bundle
1 Personal Consulting Meeting (per year)
Tax Planning & Strategies
Personal Tax Preparation
Schedule your FREE 15-minute evaluation to get started!
972-296-4237
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!
Tax Planning
1 Tax Planning Meeting (per year)
1 IRS Letter Review (per year)
1 Consultation (per year)
Tax Planning II
4 Tax Planning Meetings (per year)
1 IRS Letter Review (per year)
1 Consultation (per year)