Tax & Accounting Services Offered
You're looking for a CPA? The best tax planning and strategy MUST have a solid foundation of proper tax returns and accounting.
Would you build a house starting from the roof or the foundation? Same with your business.
Tax And Accounting Services
Best for....
Electricians, Cleaners, and other Trades between $100k and $4 million in revenue
Real Estate Investors with 1 to 15 properties
Tax Returns
-business
-personal
**We do NOT do trusts. We can introduce you to someone if needed
1 on 1 Meetings
-regular zoom meetings (usually quarterly)
-ongoing strategy, advice and help
**Two or three check-ins a year is best for most people
Accounting
-monthly bank reconciliations
-monthly financial reporting and analysis
**We require 'view only' or 'accountant access' to all business accounts
Example Clients. Are you like them?
**Home Remodeler
Sole owner, S Corp
Three full time employees, 10 contractors
$1.5 million annual revenue
Services with us...
Quarterly meetings
Annual tax returns
Monthly accounting
**Maintenance Company
Three partners
10 contractors
$300k annual revenue
Services with us...
Quarterly meetings
Annual tax returns
Monthly sales tax
**Electrician
Sole owner, S Corp
Two full time employees
$450k annual revenue
Services with us...
Quarterly meetings
Annual tax returns
Monthly Accounting
Sales tax filing
**Cleaning Company
50/50 Partnershi
One full time & four part time employees
$250k annual revenue
Services with us...
Quarterly meetings
Annual tax returns
Accounting and Payroll
Sales tax filing
Hear it from our clients directly....
Client appreciation and satisfaction
Adam Quick
Real Estate Investor
San Diego, CA
I've been tax "unworried" now for the first time since 2015.
Francisco Trujillo
Home Renovations and General Contractor
Des Moines, IA
They're fast, they're responsive, they give you their time.
Ready for your new or first CPA?
Book a call and let's review your returns and books to see if we're a good fit together.
Book A Call With Us