Targeted CPA help for when you need something specific now, delivered once and done correctly, to the same standard as our ongoing clients.
Complete 1040, done right.
Your full 1040 with all supporting schedules, prepared alongside your tax plan or monthly engagement so the return reflects the strategy. Available to Tax Strategy and Financial Operations clients.
From $1,500
LLCs, S corps and C corps.
Preparation and e-filing with CPA review, aligned with your growth and tax strategy so the return supports next year's plan.
From $1,500
Clear books, clear path.
We reconcile and clean up historical records across all accounts and deliver an accurate P&L, balance sheet and cash flow statement.
Quoted by scope
Build on the right foundation.
LLC or corporation setup, EIN and state registration, an S corp viability analysis, the election filing and a compliance roadmap.
Quoted by scope
Know where you stand.
A two-week review of your books, cash, margins and tax exposure, delivered as a clarity map with three dated moves. Credited toward a monthly engagement if you continue.
$1,500
Stress-free compliance.
Payroll system setup, owner salary for S corps, deposits and filings, and year-end W-2 and 1099 preparation.
Quoted by scope
A short call is enough to scope most one-time work and give you a fixed quote.
