Books out of balance? Transactions missing? Your CPA will clean it up. The first 8 hours are billed at $50/hour, with any additional hours billed at a 25% discount.
10, 30-minute Consults
Need to talk to your CPA ? Utilize 5, 30 minute consultations throughout the year. Use these meetings for tax planning, cost mitigation, investment analysis, and so much more.
Advice and Research
Have a general question on your finances? We'll conduct the research and get you a qualified answer.
10 Collection Letters Per Year
With $85 charge per additional letter
Financial Document Examinations
15 financial business documents (up to 10 pages each) examined each year (max 3 per month) with additional documents at $85 each.
25% Discount on CPA Services Outside of Benefits
Should you be audited or investigated by the IRS, your CPA will guide you. Limitations on hours do apply.
IRS Audit Support
Get a letter from the IRS? Unsure of what you need to do? Our CPAs can guide and advise you on how to proceed to put you on the right path with 5 hours of assistance, followed by a scaled amount of hours billed at $50/hour.
Tax Preparation
After your tax planning is complete, your CPA will provide to you 5 hours of tax preparation at $50/hour.
Ongoing Bookkeeping
If you are needing ongoing bookkeeping services, we will assign you a bookkeeper at a rate of $45/hour.
