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 bookkeeping.
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
Bookkeeping
-monthly bank recs
-monthly financial reports
**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 bookkeeping
Pays $775/month
Returns paid separate
**Electrician
Sole owner, S Corp
Two full time employees
$450k annual revenue
Services with us...
Quarterly meetings
Annual tax returns
Monthly bookkeeping
Sales tax filing
Pays $775/month
Returns included
**Cleaning Company
Two partners, one in his 40s, one in his 50s
One full time & four part time employees
$250k annual revenue
Services with us...
Quarterly meetings
Annual tax returns
Bookkeeping
Payroll
Sales tax filing
Pays $500/month
Returns paid separate
**Maintenance Company
Three partners
10 contractors
$300k annual revenue
Services with us...
Quarterly meetings
Annual tax returns
Monthly sales tax
Pays $6,000 for year
Returns included
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