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Best for established businesses & high-income clients
Ideal for: Growing businesses, high earners, real estate investors, and multi-entity owners.
What’s included:
Monthly bookkeeping & financial reporting
Payroll & sales tax support
Business & personal tax filings
Proactive tax planning & strategy sessions
IRS notices & audit assistance
Dedicated year-round advisor
Why clients choose this:
✔ One partner for everything financial
✔ Strategic tax savings, not just filing
✔ White-glove, proactive support
Best for established businesses & high-income clients
Ideal for: Growing businesses, high earners, real estate investors, and multi-entity owners.
What’s included:
Monthly bookkeeping & financial reporting
Payroll & sales tax support
Business & personal tax filings
Proactive tax planning & strategy sessions
IRS notices & audit assistance
Dedicated year-round advisor
Why clients choose this:
✔ One partner for everything financial
✔ Strategic tax savings, not just filing
✔ White-glove, proactive support