Tax & Accounting Services

Reliable monthly financial operations for small businesses, S-Corps, C-Corps, LLCs, and international entities — all under a disciplined, audit-ready approach.

We provide full-service bookkeeping, payroll, tax preparation, and compliance support designed to keep your business organized, compliant, and financially strong. Our CPA-led team delivers accurate monthly books, clean documentation, strategic tax planning, and year-round guidance — so you always know where you stand and what comes next.

Whether you're running an S-Corp, managing cross-border operations, or simply need your books handled professionally, we help you build a reliable financial foundation with clarity and confidence.

Bookkeeping & Monthly Accounting

  • Monthly transaction recording
  • Bank, credit card, and loan reconciliations
  • Categorization and cleanup of prior periods
  • Audit-ready documentation and workflows
  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)

Tax Preparation & Compliance

  • Individual 1040 + S-Corp Owner integration
  • S-Corp (1120-S) and C-Corp (1120) returns
  • Multi-state tax filings
  • Foreign-owned U.S. entity returns (1120 + 5472)
  • Nonprofit returns (Form 990)
  • Quarterly estimates
  • Annual state filings, NC franchise tax, and compliance

Payroll & Sales Tax Support

  • Monthly payroll processing
  • Employee onboarding
  • Payroll tax returns
  • 1099 filings
  • Sales tax setup and monthly filing (if applicable)

Financial Strategy & Advisory

  • Budgeting and forecasting
  • Support for lenders and financing
  • Profitability review & recommendations
  • S-Corp reasonable salary analysis
  • Tax planning for year-end and long-term strategy

Cleanup & Catch-Up Work


  • Fixing disorganized or incomplete books
  • Rebuilding prior-year accounting
  • Matching QuickBooks to bank statements
  • Preparing for tax filing or audit


State & Local Compliance Support

  • Annual state filings (NC + multi-state)
  • Franchise tax compliance
  • Business license renewals
  • Sales/use tax registration & compliance
  • Registered agent coordination
  • Ongoing compliance reminders & filings

⭐ Starter — $400/month

Perfect for new S-Corps, freelancers, consultants, and very small businesses with low activity.


Includes:

  • Monthly bookkeeping (up to ~60 transactions/month)
  • Bank & credit card reconciliation
  • Monthly financial check-in summary
  • Annual personal tax return (1040 + Schedule C)
  • One state return included
  • Basic year-end tax readiness package
  • Email support (48–72 hour response)

Ideal for:

  • Solo owners
  • Limited monthly activity

⭐ Standard— $650/month

Designed for small and growing businesses that need dependable monthly accounting.


Includes everything in Starter, plus:

  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)
  • Increased transaction volume (up to ~150/month)
  • Correct mapping for payroll, COGS, owner draws
  • Vendor/customer ledger maintenance
  • Quarterly tax planning check-ins
  • Priority email support (24–48 hours)
  • Annual S-Corp or C-Corp tax return (1120-S or 1120)
  • K-1s for owners included
  • One state BUSINESS return included
  • (Owner’s 1040 billed separately at discounted client rate)

Ideal for:

  • Small businesses with steady revenue
  • Companies with payroll
  • Clients needing more structure and ongoing communication

⭐ Pro — $900/month

For established businesses or those with more complexity.


Includes everything in Standard, plus:

  • Transaction volume up to ~300/month
  • Sales tax filings (monthly or quarterly)
  • S-Corp reasonable compensation analysis
  • Budgeting & forecasting (light)
  • Unlimited email support
  • One monthly Zoom/phone call
  • Full month-end close & documentation
  • Business tax return (multi-state included up to 3 states)

Ideal for:

  • S-Corps with employees
  • Businesses with multi-state activity
  • Companies wanting a CFO-lite experience

⭐ Pro CFO— $1,500/month+

A fractional CFO + bookkeeping package.


Includes everything in Pro, plus:

  • Full month-end close & variance analysis
  • Cash-flow modeling & forecasting
  • KPI dashboards (basic)
  • Tax strategy sessions
  • Collaboration with attorney/lender/investor
  • Unlimited calls & Slack/chat support
  • Business tax return included (all states, all K-1s)

Ideal for:

  • High-revenue S-Corps
  • International subsidiaries
  • Companies preparing for funding, audits, or expansion

🔧 Add-On Services (optional)

These help drive upsells without complicating the base package.


Common Add-ons:

  • Additional state tax returns: $40–$65 per state
  • Additional business entities: +$150/month
  • Foreign-Owned U.S. Entity (5472 + 1120): $1,900
  • Payroll: $100/month
  • Inventory or job costing: +$150–$300/month
  • Budget creation: $250–$500
  • 1099 filings: $10–$25 each

🧹 Cleanup / Catch-Up Work

(Before starting any retainer)


$65/hour – required for all clients needing back work, corrections, or rebuilds.
 Cleanup is billed separately before the retainer begins.


What’s Included in Cleanup

  • Rebuilding bank & credit card activity
  • Correcting chart of accounts
  • Matching QuickBooks to bank statements
  • Fixing owner draws, payroll mappings, and COGS
  • Entering missing invoices/bills
  • Clearing duplicates
  • Reconciling prior periods
  • Preparing books for tax readiness


Individual Pricing
  • Bookkeeping (Monthly): Starting at $400/month (varies by transaction volume, cleanup needs, and services included).
  • Individual Tax Return (1040): Starting at $350 (state included).
  • S-Corporation Tax Return (1120-S): Starting at $850 (state included).
  • C-Corporation Return (1120): Starting at $900 (state included).
  • Foreign-Owned U.S. Entity (5472 + 1120): Starting at $1,900 (state included).
  • Nonprofit (990): Starting at $600: (pricing varies by nonprofit size and required schedules).
  • Payroll Services: Starting at $100/month
  • Cleanup / Catch-Up Work: Starting at $65/hour (Varies depending on complexity)
Teams We Empower
  • S-Corporations and partnerships
  • Single-member and multi-member LLCs
  • Small businesses and professional service firms
  • Consultants, contractors, and freelancers
  • Nonprofits and mission-driven organizations
  • U.S. subsidiaries of foreign companies
  • Business owners who want clean books and proactive guidance


Why Work With Us ?
  • CPA-led accounting with audit-ready accuracy
  • Clear communication and predictable monthly support
  • Reliable, structured workflows you can trust
  • Tax strategy integrated with your bookkeeping
  • Peace of mind knowing everything is compliant and documented
  • Long-term partnership, not one-time cleanup work


Our Approach
  1. Understand: We begin by reviewing your existing financials, systems, and needs to understand where you are today and what must be improved.
  2. Organize: We clean up your books, structure your accounts, and implement a monthly workflow that keeps everything consistent and accurate.
  3. Support: We handle your bookkeeping, payroll, filings, and tax preparation with predictable communication and reliable timelines.
  4. Optimize: We refine your processes, provide tax strategy, and help your business scale with strong financial systems in place.
FAQs

Q: Can you handle multi-state or international filings?

Yes — we work with foreign-owned U.S. entities, multi-state S-Corps, and cross-border operations.


Q: Do you clean up old books?

Yes — we frequently rebuild books for clients who need accurate year-end or audit readiness.


Q: Do you integrate payroll?

Yes — we manage payroll processing and payroll tax filings.


Q: Do you include the 1040 with S-Corp returns?

We include K-1 integration and offer discounted individual returns for business clients.

We are a team of ambitious entrepreneurs operating in Charlotte.

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