Tax Optimizer Bundle

The Tax Optimizer Bundle

Starting at $495/month

The perfect package for small businesses including bookkeeping, tax preparation, and filing. On average, this solution generates $3-5,000 of tax benefits compared to traditional bookkeeping.
Thorough Bookkeeping
  • Execute bookkeeping
  • Categorize expenses
  • Run quarterly reports
Tax Preparation
  • Review and implement applicable common deductions
  • Crosscheck personal situation with “300 deductions often forgotten by CPAs”
Tax Filing
  • Prepare tax filing
  • Support from our team of EA’s licensed in every state
  • Sign-off and e-filing of the tax return