Looking for Tax & Accounting Services?
We’re here to help
We offer a comprehensive suite of specialized services tailored to your unique financial needs.
Business Services
We offer business services that include bookkeeping, payroll, and virtual CFO services. Our services ensure organized and up-to-date accounts, employee compensation, tax withholding, and reporting. We also provide expert financial analysis and strategic insights for lasting growth.
Bookkeeping
From
$399
- Categorize Transactions in QuickBooks
- Prepare Profit and Loss Statement and Balance Sheet
- Prepare Financial Statements
- Bank Reconciliations
- Estimated Quarterly Advance Tax Calculations
- Accounts Payable Services
- Accounts Receivable Services
- Year End Adjusting Entries
- Review and Categorize Old Transactions
- Bring Books Up To Date – Clean up
Payroll
From
$299
- Payroll Setup
- Automate Direct Deposit
- Withholding IRS and State Taxes
- Filing Payroll Reports
- Apply for SUI ID
- Apply for Payroll and State Tax IDs
- Set up Worker Compensation
- Respond to Payroll Notice
- Annual 940/941 Filing and Reporting
Virtual CFO
From
$699
- All Bookkeeping Services
- All Payroll Services
- Tax Advisory and Planning
- Expense Planning and Budgeting
- Retirement Account Planning And Setup
- Secretary of State Renewals
- All Federal and State Compliances
- Technology Integration
- Corporate Deadline Tracking
- Industry Benchmarking
- Sales Tax Filings
- Budgeting and Analysis
- Email and Phone Support
Tax Preparation & Filing Services
Maximize your financial well-being with our tax filing services. We simplify the process for individuals and business owners with personalized tax planning, expert preparation, and assistance to ensure compliance. Receive the benefits of tax credits, deductions, and peace of mind with our experienced team.
Individual Taxes
From
$299
- Residents (1040)
- Nonresidents (1040NR)
- Immigrants (F1, J1, O1, H1B, EAD)
- Salary Income
- Contractor Income and Expenses
- Stocks and Capital Gains
- Crypto Calculations
- Dividends and Interest
- Amendments
- Childcare Expenses
- Tuition Expenses
- First Time Home Buyer and Mortgage
- Sale of Primary Residence
- Rental Property Income
- Individual Retirement Accounts (IRAs)
Business Taxes
From
$499
- Partnership (1065)
- Limited Liability Company (LLC)
- C-Corporation (1120)
- S-Corporation (1120S)
- Sole Proprietorship (Sch C)
- Rental Business (Sch E)
International Taxes
From
$499
- Foreign Tax Credits (1116)
- Foreign Owned US Entities (1120, 5472)
- Foreign Corporations (1120-F, 5471)
- Foreign Partnerships (8865)
- Foreign Branches (8858)
- Secretary of State Renewals
- All Federal and State Compliances
- Technology Integration
- Corporate Deadline Tracking
- Industry Benchmarking
- Sales Tax Filings
- Budgeting and Analysis
- Email and Phone Support
Tax Advisory
We offer on-demand advisory services tailored to your unique financial situation. Get expert guidance on tax strategy, business growth, investments, or any financial concern from our team, including CPAs.
Personal Tax Planning
From
$599
- Personal Financial Goals Identification
- Tax Return Review
- Identify Missed Deductions and Credits
- Cost Benefit Analysis for Amendments
- Employer Stock Option Advice
- Wealth-building & Tax Discussion
- Crypto and Stock Sell Off Scenarios
- Investment Property Evaluation
- Tax Plan Creation
- 3-month Follow Up Meeting
Business Tax Planning
From
$999
- Business Financial Goals Identification
- Tax Return Review & Projections
- Retirement Account Planning (401k, SEP, SIMPLE IRA)
- Payroll Planning for Owners and Family
- Entity Restructuring (LLC v/s C-Corp v/s S-Corp)
- Cash Flow Analysis
- Industry Benchmarking
- Tax Plan Creation
- 3-month Follow Up Meeting
General Advisory
From
$499
- 15 Min Free Introductory Call (No Tax Advice Given Here)
- 30 Min EA/CPA Tax Consultation
- 60 Min EA/CPA Tax Consultation
- Secretary of State Renewals
- All Federal and State Compliances
- Technology Integration
- Corporate Deadline Tracking
- Industry Benchmarking
- Sales Tax Filings
- Budgeting and Analysis
- Email and Phone Support
Company Formation
Our formation services help bring your business idea to life. We select the right structure, register your entity, and obtain licenses. With a strong foundation in place, focus on growing your business while we handle the formalities.
LLC, C-Corp, S-Corp Formation
From
$599
- For US Residents and Foreigners (US Nonresidents)
- SS4 and Federal Tax EIN Application
- Business Structure Analysis - LLC v/s C-Corp v/s S-Corp
- Name Availability Search
- Secretary of State Filings and Fees Submissions
- Articles of Incorporation & Organization Filings
- Operating Agreement & Bylaws
- Stock Issuance Certificates
- Entity Renewals and Deadline Tracking
Registered Agent and Virtual Business Address
From
$199
- Registered Agent Services in almost all states
- Discounted Wyoming & Delaware services
- Dedicate Business Address with Suite Numbers
- No PO Box. Real Physical Addresses
- Dedicated Online Account & Dashboard
- Free Mail Scanning & Forwarding
- Commercial Mail Receiving Agency (CMRA) Approved
- State compliance notifications
- Some services provided by our service partners & third party providers
US Bank & Payment Solutions
From
$399
- For US Residents and Foreigners (US Nonresidents)
- Powerful business banking for your firm
- Dedicated account manager
- White-glove onboarding
- KYC & paperwork guidance
- Virtual banking partners: Relay & Mercury
- In-person US bank visit documentation guidance
- Physical bank opening with Chase, BoA & Wells Fargo
- Some services provided by our service partners & third party providers
CTA BOI and BE 12/13 Filling
From
$199
- Compliance under Corporate Transparency Act
- Customized Beneficial Ownership Information (BOI) Report
- Submission Confirmation from FinCen
- Ongoing BOI Report Update Filings
- U.S. Bureau of Economic Analysis (BEA) Reporting
- BE-12 and BE-13 Filings
- Benchmark Survey Filing
- Claim for Exemption Filings
ITIN Services
Our team can help non-U.S. residents, dependents, and spouses access tax benefits using an ITIN, even without a Social Security Number. We can assist with obtaining a new ITIN, renewing an existing one, and navigating ITIN-related tax requirements.
W7 & ITIN Application
From
$399
- W7 ITIN Application Filing
- ITIN for Nonresident Spouse and Dependents
- ITIN for Nonresident US Business Owners (LLC/C-Corps)
- ITIN Renewal Application
- 1040 and 1040NR Tax Filing
- Accounts Payable Services
- Accounts Receivable Services
- Year End Adjusting Entries
- Review and Categorize Old Transactions
- Bring Books Up To Date
Certified Acceptance Agent
From
$199
- CAA Authorized by Internal Revenue Service (IRS)
- Passport verification
- Documentation certification
- Issue Certificate of Accuracy to IRS
- Coordinate with IRS ITIN Operations office
- International shipping & mailing
- No notary required