STEP#1 

Business Diagnostic & Tax Strategy Intensive

One-Time Fee | $3,000

 A High-Yield Business Diagnostic: Uncover $50K+ in Hidden Profits & Tax Savings 

STEP#2

Monthly Core Business Bundle $1,000 per month

Don't Overpay the IRS: The Core System for Year-Round Tax Savings & Tax Compliance:

• Full-service quarterly bookkeeping, including bank and credit card reconciliations, cash balance tracking, expense reimbursement reports, and audit-ready customized financial reports
• Federal and state business tax return preparation and filing
• Federal and state personal tax return preparation and filing
• Annual Business Tax Reduction Plan designed to identify potential tax-saving opportunities
• Quarterly estimated tax calculations and payment guidance
• Accounting software subscription included
• Audit-ready records maintained securely year-round
• Ongoing email support from a CPA-led team
• 24/7 secure client portal access for document sharing and storage

Why Business Owners Choose The Core Business Bundle:

• Eliminate tax season surprises with proactive year-round planning
• Stay organized with accurate, up-to-date financial records
• Gain visibility into your business performance and cash flow
• Reduce compliance risks with audit-ready documentation
• Receive guidance on quarterly tax payments and tax-saving opportunities
• Spend less time managing paperwork and more time growing your business

The Results:

A more organized business, greater confidence in your numbers, fewer tax-related headaches, and a trusted CPA-led system working behind the scenes to help keep your business on track year-round.

STEP#1 

Business Diagnostic & Tax Strategy Intensive

One-Time Fee | $3,000

 A High-Yield Business Diagnostic: Uncover $50K+ in Hidden Profits & Tax Savings 

STEP#2

Monthly Premium Business Bundle $1,500 per month

 The Ultimate Financial Operating System: Setup, Strategy & Maximum Savings:

• Full-service monthly bookkeeping, including bank and credit card reconciliations, cash balance tracking, expense reimbursement reports, and audit-ready customized financial reports 
• Full-service payroll processing for all owners and employees, including direct deposit, payroll tax filings, Forms W-2, W-3, and 1099 preparation and filing
• Monthly or quarterly sales tax filings for one state or taxing jurisdiction
• Annual business tax returns + integrated personal tax filing for the owner 
• Quarterly estimated tax calculations and payment guidance
• Annual Business Tax Reduction Plan
• Full implementation of tax-saving strategies identified throughout the year
• Proactive tax advisory and ongoing tax assessments
• Customized Profit & Loss Statements and Balance Sheets
• Accounting software subscription included
• Audit-ready records maintained securely year-round
• Ongoing email support
• 24/7 secure client portal access for document sharing and storage

Why Business Owners Choose The Premium Business Bundle:

• Stop wondering how much you'll owe in taxes
• Identify and implement tax-saving opportunities throughout the year
• Maintain clean, organized, audit-ready financial records
• Gain visibility into profitability and cash flow
• Make decisions using accurate financial data—not guesswork
• Reduce compliance risk and avoid costly surprises
• Save time by consolidating bookkeeping, tax preparation, tax planning, and advisory support under one CPA-led system

The Results:

More financial clarity. More tax-saving opportunities. More confidence in your numbers.

Instead of reacting to your finances at tax time, you'll have a proactive system working year-round to help you stay organized, compliant, and positioned for growth. This is more than bookkeeping—it's a complete financial management solution designed to help your business operate smarter and keep more of what it earns.

STEP#1 

Business Diagnostic & Tax Strategy Intensive

One-Time Fee | $3,000

 A High-Yield Business Diagnostic: Uncover $50K+ in Hidden Profits & Tax Savings 

STEP#2

Monthly Elite Business Bundle $2,500 per month

The Elite CPA Partnership: Done-For-You Setup, Unlimited Advisory & Max Tax Savings:

• Everything included in the Core and Premium Business Bundles
• Financial planning & wealth management alignment sessions (quarterly)
• Full audit protection and direct IRS/NYS notice representation included 
• Comprehensive bookkeeping, payroll, and sales tax management 
• Annual business tax returns + integrated personal tax filing for the owner(s) 
• Predictive Cash Management & Operational Budgeting 
• Annual Business Tax Reduction Plan
• Full implementation of tax-saving strategies identified through your tax reduction plan
• Proactive tax advisory services throughout the year
• Audit-ready financial reporting
• Accounting software subscription included
• 24/7 secure client portal access for document sharing and storage

Why Business Owners Choose The Elite Business Bundle:

• Maximize tax-saving opportunities throughout the year
• Improve profitability with strategic financial oversight
• Gain greater visibility into cash flow and business performance
• Keep payroll, tax compliance, and financial reporting under one CPA-led system
• Maintain organized, audit-ready records year-round
• Reduce compliance risk and avoid costly surprises
• Make informed decisions using timely and reliable financial information
• Focus more time on growth, revenue generation, and leadership

The Results:

A stronger business. Better cash flow. Greater profitability. More wealth.

Instead of simply maintaining compliance, you'll have a proactive CPA-led system continuously working to uncover opportunities, strengthen financial performance, optimize taxes, and support long-term business growth.