We Love Referrals

Thank you for your support. Referrals mean the world to us!

Referrals are welcome!

Referrals are the cornerstone of any service business.  This firm relies on satisfied clients as the primary source of new business, and your referrals are both welcome and most sincerely appreciated!

Absolute Confidentiality

Since your referrals are generally business owners you are well acquainted with, you may have some concern that your business matters will be discussed with the new clients that you refer.  This office guarantees the confidentiality of client information.  Your personal, financial and tax data will not be shared with anyone else.

An Expression of Confidence

When you refer clients to us, you are expressing your faith and confidence in the services that we offer and will continue to provide to you.  You may have business associates who need professional bookkeeping assistance or family and friends who struggle to do their own books every year.  No matter who you refer, rest assured that their individual needs will be handled in the same professional manner as yours have been.


TAX ASSURANCE PRICING

Personal Income Tax Services

In addition to our normal tax preparation service, we also offer the Tax Assurance Packages for those clients who want more than just a tax preparation. These packages are annual packages which provide superior tax preparation, tax planning and access to a tax expert via e-mail. All of these additional services are free of charge to those clients who select on of our Tax Assurance Packages.

Bronze Assurance Package

$59 /mo
  • Annual Tax Preparation

  • Audit Assistance - We respond to audit inquiries

  • E-Mail Access for questions (72 Hour Response)

Gold Assurance Package

$79 /mo
  • Annual Tax Preparation

  • 2 Tax Planning Meetings per year

  • Audit Assistance - We respond to audit inquiries

  • E-Mail Access for questions (24 Hour Response)

Silver Assurance Package

$69 /mo
  • Annual Tax Preparation

  • Annual Tax Planning Meeting

  • Audit Assistance - We respond to audit inquiries and E-Mail Access for questions (36 Hour Response)

TAX ASSURANCE PRICING

Business Income Tax Services

In addition to our normal tax preparation service, we also offer the Tax Assurance Packages for those clients who want more than just a tax preparation. These packages are annual packages which provide superior tax preparation, tax planning and access to a tax expert via e-mail. All of these additional services are free of charge to those clients who select on of our Tax Assurance Packages. These packages include both the business and personal tax related preparation services.

Bronze Assurance Package

$199 /mo
  • Annual Tax Preparation (Business and Personal)

  • Audit Assistance - We respond to audit inquiries

  • E-Mail Access for questions (72 Hour Response)

Gold Assurance Package

$219 /mo
  • Annual Tax Preparation (Business and Personal)

  • 2 Tax Planning Meetings per year

  • Audit Assistance - We respond to audit inquiries

  • E-Mail Access for questions (24 Hour Response)

Silver Assurance Package

$209 /mo
  • Annual Tax Preparation (Business and Personal)

  • Annual Tax Planning Meeting

  • Audit Assistance - We respond to audit inquiries and E-Mail access for questions (48 Hour Response)