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Modern Office

Our Services

INDIVIDUAL & SOLE PROPRIETOR
Tax Prep Packages

Choose from 3 packages based on your needs. Packages can be customized with add on services such as sales tax preparation, full service accounting, payroll, and estimated tax payments. Below are the minimum services that come with each package. Each package includes general email/phone support throughout the year.

BASE
INDIVIDUAL

  • Personal Tax Return including Schedule C/E/F

  • Tax Meeting (1)

    • December or January

  • Tax Return Review Q1

PRO
INDIVIDUAL

  • Personal Tax Return including Schedule C/E/F

  • Tax Meetings (2)

    • June/July & December/January

  • Tax Return Review Q1

PREMIUM
INDIVIDUAL

  • Personal Tax Return including Schedule C/E/F

  • Tax Meeting

    • December/January

  • Tax Return Review Q1

  • Accounting Review Quarterly

CORPORATE & PARTNERSHIP 
Tax Prep Packages

Choose from 3 packages based on your needs. Packages can be customized with add on services such as sales tax preparation, full service accounting, payroll, and estimated tax payments. Below are the minimum services that come with each package. Each package includes general email/phone support throughout the year.

BASE
BUSINESS

  • Personal Tax Return

  • Business Tax Return

  • Tax Meeting (1)

    • December or January

  • Tax Return Review Q1

PRO
BUSINESS

  • Personal Tax Return

  • Business Tax Return

  • Tax Meetings (2)

    • June/July & December/January

  • Tax Return Review Q1

PREMIUM
BUSINESS

  • Personal Tax Return

  • Business Tax Return

  • Tax Meeting

    • December/January

  • Tax Return Review Q1

  • Accounting Review Quarterly

FULL SERVICE 
Accounting Packages

With our full service accounting, we record your bank transactions and reconcile all accounts. You receive a full report monthly with financial recommendations and technology recommendations you may find helpful. Our reports are like no other firm and help our clients be the most informed when making decisions. Both service options include quarterly accounting meetings to discuss the books and health of the business.

FULL SERVICE ACCOUNTING
WITHOUT A/R & A/P

  • Transaction Entries and Accounts Reconciliation

  • Month End Closing and Reporting

  • Cover Sheet with Recommendations

  • Balance Sheet Comparative

  • Profit & Loss Month Comparative

  • Profit & Loss Monthly Current Year

  • Profit & Loss Year to Date Comparative

  • Statement of Cash Flows

  • Statement of Partners’ Capital (If Applicable)

  • Depreciation Report

  • Reconciliations

  • 1 hr Quarterly Accounting Meeting (4)

FULL SERVICE ACCOUNTING
WITH A/R & A/P

  • Transaction Entries and Accounts Reconciliation

  • Month End Closing and Reporting

  • Cover Sheet with Recommendations

  • Balance Sheet Comparative

  • Profit & Loss Month Comparative

  • Profit & Loss Monthly Current Year

  • Profit & Loss Year to Date Comparative

  • Statement of Cash Flows

  • Statement of Partners’ Capital (If Applicable)

  • Depreciation Report

  • Reconciliations

  • Accounts Payable & Bill Payment

  • Accounts Receivable & Billing

  • 1 hr Quarterly Accounting Meeting (4)

PAYROLL Packages

With our payroll service we process payroll weekly, bi-weekly, semi-monthly, or monthly. All off cycle payrolls are free, including bonus payroll runs. Our payroll service is convenient with the only responsibilities for the employer being scheduling, keeping timesheets, and reporting hours to us.

PAYROLL
BASE MOST COMMON - CALL FOR MORE OPTIONS)

  • Full-Service Single-State Payroll Including W-2s, W-3s, 1099s, 941s, 940, & NYS-45

  • Employee Profiles and Self-Service

  • Basic Hiring and Onboarding Tools

  • Payroll System-Brokered Health Insurance Administration

  • Employee Financial Benefits

  • Payroll and Time-Off Reports

  • Custom Admin Permissions

  • Integrations for Accounting, Time Tracking, Expense Management, and More

  • Free 2-Day Direct Deposit

  • Free Printed Checks (employer must pick up at office)

TAX ADVISORY Packages

Our advisory packages help you make better decisions about your personal taxes or business in the beginning. This helps prevent years of inefficient tax strategies or filings. The goal is to educate our clients so they have the knowledge to make informed decisions for the remainder of their careers. These packages easily pay for themselves by avoiding future mistakes, and minimizing tax liability through legal tax strategies.

BASE LEVEL
INDIVIDUAL

  • 1 hr Initial Meeting

  • Basics of Tax Efficiency

  • Preparing for Tax Season

  • Year End Planning

  • 3 hrs Total Advisement

PREMIUM LEVEL INDIVIDUAL

  • 2 hr Initial Meeting

  • Basics of Tax Efficiency

  • Income Sources

  • Tax Privileged Accounts

  • Deductions and Credits

  • Preparing for Tax Season

  • Year End Planning

  • 7 hrs Total Advisement

BASE LEVEL INDIVIDUAL WITH SCH C/E/F

  • 2 hr Initial Meeting

  • Entity Structure Planning

  • Cash Flow Planning

  • Business Operations & Documentation

  • Contractor vs Employee Analysis

  • Fringe Benefits & Minimizing Your Taxes

  • 9 hrs Total Advisement

BUSINESS (LLC & CORPORATE) BASE LEVEL

  • 2 hr Initial Meeting

  • Entity Structure Planning

  • Cash Flow Planning

  • Using Your Corporation/LLC

  • Business Operations & Documentation

  • Contractor vs Employee Analysis

  • Fringe Benefits & Minimizing Your Taxes

  • 10 hrs Total Advisement

OTHER ADVISORY Packages

These packages help manage complex situations for clients to avoid future mistakes a client might make without the necessary knowledge.

PREMIUM LEVEL
INDIVIDUAL
PLATINUM ADVISEMENT

  • Includes All Packages in Tax
    Advisement & Other

  • 24 hours of Advisement

  • Monthly Open Communication Meetings for 12 Months

  • Ideal for Anyone:

    • High Net Worth

    • Planning to be a Millionaire

    • Business Owners Ages 30-55

REAL ESTATE INVESTING & RENTAL PROPERTY OPERATIONS

  • 1 hr Initial Meeting

  • Basics of Real Estate Investing

  • Rental Deductions & Tax Strategies

  • Holding Real Property

  • Selling Your Rental Property

  • Passive Loss Limitation

  • Schedule E Analysis & Planning

ESTATE PLANNING

  • 2 hr Initial Meeting

  • 3 hrs CPA to Lawyer
    Communication & Collaboration

  • Estate Planning Basics

  • Documents

  • Last or Living Will

  • Financial POA

  • Health Care POA

  • Revocable Trust

  • Funding

  • Minor Children or Adult Children w/Disabilities

  • 14 hrs Total Advisement

ACCOUNTING SYSTEM CONFIGURATION

  • 1/2 hr Initial Meeting

  • Analyze Current Accounting System

  • Create & Document Efficient System

  • Workflow Chart Deliverable

  • Set Up Various Applications to Accommodate Efficiency

BUSINESS OPERATIONS AND DOCUMENTATION

  • 1/2 hr Initial Meeting

  • Review Current Business Practices

  • Company Bank Accounts and Business Expenses

  • Record Keeping and Expense Reporting

  • Business Expense Reimbursement Plan

CASH FLOW PLANNING USING YOUR COPRORATION-LLC

  • 1/2 hr Initial Meeting

  • Income and Tax Projection Analysis and Planning

  • Tax Payment Timing Analysis and Planning

  • Budget Analysis and Planning (Excel Budget Worksheet Included)

BUY/BUILD/LEASE ANALYSIS

  • 1/2 hr Initial Meeting

  • Excel Comparative Report

  • Cost Savings Analysis

  • Review of Purchase Price vs Building vs Leases Available

COMPANY FRINGE BENEFITS

  • 1/2 hr Initial Meeting

  • Health Insurance Premium Analysis and Planning

  • Medical Expense Analysis and Planning

  • Retirement Account Analysis and Planning

CORPORATION-LLC INCOME STRATEGIES

  • 1/2 hr Initial Meeting

  • Wage Analysis and Planning

  • Rent Analysis and Planning

  • Royalty Fee/License Fee Agreement Analysis and Planning

  • Distribution Analysis and Planning

DEDUCTIONS AND CREDITS

  • 1/2 hr Initial Meeting

  • Standard and Itemized Deductions

  • Tax Credits

EDUCATION SAVINGS AND INCOME SHIFTING STRATEGIES

  • 1/2 hr Initial Meeting

  • Paying Family for Services from the Business

  • Education Savings Plans

  • Gifting of Ownership to Children

EMPLOYEE STOCK COMPENSATION

  • 1/2 hr Initial Meeting

  • Types of Stock Compensation

  • Nonstatutory Stock Options

  • Restricted Stock Units

  • Incentive Stock Options

  • Employee Stock Purchase Plans

ENTITY STRUCTURE PLANNING

  • 1/2 hr Initial Meeting

  • Personal/Corporate Planning

  • Entity Comparison Table

  • Corporation Compliance and Documentation

EQUITY PLANNING - POST TAX NET WORTH

  • 1/2 hr Initial Meeting

  • Building Net Worth Discussion

  • Tools to Build Net Worth

  • Setting Goals to Build Net Worth

  • Creating Principal Dollars from Business

  • Investing in Other Assets

  • Opportunity Cost for Reinvesting vs Asset Income for Living

FOREIGN INVESTING

  • 1/2 hr Initial Meeting

  • Avoiding Double Taxation of Foreign Income

  • Foreign Asset Reporting

INCOME SOURCES

  • 1/2 hr Initial Meeting

  • Ordinary vs Capital

  • Passive vs Active

  • Self-Employed vs Non-Self-Employed

  • Capital Loss Harvesting

INDEPENDENT CONTRACTOR-EMPLOYEE ANALYSIS

  • 1/2 hr Initial Meeting

  • Independent Contractor Review

  • Employee Review

  • The 3 Tests

NEW US RESIDENT

  • 1/2 hr Initial Meeting

  • US Tax Residency

  • Avoiding Double Taxation of Foreign Income

  • Foreign Asset Reporting

TAX PLANNING

  • 1/2 hr Initial Meeting

  • Types of Stock Compensation

  • Nonstatutory Stock Options

  • Restricted Stock Units

  • Incentive Stock Options

  • Employee Stock Purchase Plans

TAX PRIVILEGED ACCOUNTS

  • 1/2 hr Initial Meeting

  • Retirement Accounts

  • Health Savings Accounts

  • Education Savings Plans

US EXPAT

  • 1/2 hr Initial Meeting

  • Introduction to US Taxation of American Abroad

  • Foreign Earned Income Exclusion (FEIE)

  • Foreign Tax Credit (FTC)

  • Foreign Asset Reporting

  • Review of Resident Country Tax Treaties

Frequently Asked Questions

What types of payment methods do you accept?

We accept debit cards, credit cards, ACH, Venmo, CashApp, cash, and check.

How does billing work?

Rather than bill once per year, we split our annual fee over 12 months for periodic maintenance services.

Are all services billed monthly?

Our advisory services are required to be paid either up front, or over the period of advisory which is typically 2-3 months.

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