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1

Accounting Setup

QuickBooks or Xero setup and configuration

2

Monthly Accounting

Ongoing bookkeeping and transaction management

3

Tax Services

Tax preparation and filing services

Tax Type

Add-on Services

Quarterly Estimated Tax Calculation and filing assistance
+$125
Sales Tax Report Sales tax reporting and filing
+$125
FBAR Filing Foreign bank account reporting
+$625
ITIN Application Certified Acceptance Agent - no passport required
+$375

1099 Preparation

$19 each
4

Financial Reporting & Analysis

Preparation of financial statements (Balance Sheet, P&L, Cash Flow), custom reports for investors or lenders, budgeting and forecasting, cash flow analysis, and advisory and consulting services.

Every business is unique. Let us understand your reporting needs and provide a personalized quote.

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5

Assurance

Compilations and Lender-required financial assurance.

Assurance services vary based on scope and complexity. Contact us for a detailed assessment and quote.

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6

Regulatory Support

Help with business license renewals, multi-state tax compliance, and industry-specific reporting (e.g., nonprofits, healthcare, construction).

Regulatory requirements differ by industry and jurisdiction. Let's discuss your specific needs.

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7

Certified Acceptance Agent (CAA) – ITIN Applications

Secure ITIN application processing without sending original identification documents to the IRS, verification of identification documents in accordance with IRS guidelines, assistance with completing and submitting Form W-7, guidance for first-time applicants and renewals, and secure handling to minimize the risk of lost or delayed documents.

ITIN application fees vary based on your specific situation and documentation needs. We'd love to learn more about how we can assist you.

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8

Business Entity Selection & Structuring

Choose the right business structure for your goals. We help you understand LLC, S Corp, C Corp, and Sole Proprietor options with practical tax guidance.

Entity structuring is tailored to your business goals, risk profile, and growth plans. Schedule a consultation to discuss your specific needs.

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Estimated Total
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* For services without a fixed price, the cost depends on your specific needs. Contact us for a detailed quote.

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