Mind Your Business

We know that one size does not fit all. We offer a variety of services which keeps us flexible and innovative to meet your business needs and individual goals. The table below represents base prices for the typical services sought by our clients. We will customize any package to best meet your specific business requirements. Additionally, we offer promotional pricing and referral rewards to our loyal customers – just ask!

We also offer a significant discount (up to 50% off) for our military service members, retired veterans, and their dependents.

Simple Filer

$$99(and up)
  • Expert-Prepared Returns
  • W-2 Income Only
  • Standard Deduction
  • Earned Income Credit
  • Child Tax Credit
  • 1 State Return Included
  • Ideal for Renters

Itemized Filer

$$149(and up)
  • Includes Simplified Filer Options
  • Mortgage Interest
  • Property Tax Deductions
  • Charitable Donations
  • Student Loan Interest
  • Education Credits
  • Ideal for Homeowners

Maximum Filer

$$199(and up)
  • Includes Itemized Filer Options
  • Interest & Dividends
  • Capital Gains & Losses
  • Rental Property Income
  • Retirement Income
  • Second State Return Included
  • Ideal for Investors

Self-Made Filer

$$299(and up)
  • Includes Maximum Filer Options
  • Includes 1099-MISC Income
  • Self Employment Income
  • Business Expense Deductions
  • 2020 Tax Planner
  • 2020 Quarterly Estimates
  • Ideal for Freelancers

Business Tax Services

$399(and up)
  • Expert-Prepared Returns
  • Partnerships, S-Corps, & C-Corps
  • Multi-Member LLCs
  • Trusts & Estates
  • Prepare K-1s, 1099s, W-2s, etc.
  • 1 State Return Included

Cloud Accounting

$249/mo (base price)
  • Client On-Boarding & Access Fees
  • Monthly Transaction Entry
  • Account Reconciliations
  • Monthly & Annual Close
  • Sales Tax Analysis
  • Financial Reports
  • Superior Customer Support

Smart Biz Financials

$499/mo (base price)
  • Includes All Cloud Accounting
  • Budget & Forecast Reports
  • AR / AP Aging & Analytics
  • Fixed Asset & Inventory Reporting
  • Customized KPIs & Dashboards*
  • 8 Hours of Advisory*
  • Tax & Payroll Discounts*

CFO Insights & Advisory

$999/mo (base price)
  • Includes Smart Biz Financials
  • Inventory Reconciliation
  • 16 hours of Advisory*
  • Full Service Payroll*
  • Quarterly & Annual Tax Returns*
  • Virtual CFO Discounts*

Ask The Masterminds

$5/question
  • Available to Individuals and Businesses
  • Ask A Question Specific to Your Accounting, Business, or Consulting Needs
  • Get An Insightful & Actionable Consultation From Our Trusted Business Advisors
  • Lock In A Great Discount On A Full-Service Business Solutions Bundle

Get A Quote.

Send us a note to get an attractive, no hassle quote.

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