
ITIN Processing
- Comprehensive tax preparation.
- Submission of Form W-7 for ITIN approval.
- Guidance through IRS compliance requirements.
Personal Tax Returns
- High-value tax filing for individuals with real estate income, investments, or business ownership.
- Maximize deductions while ensuring compliance.


Business Tax Returns
- Accurate Profit and Loss statements.
- Verification letters tailored for loan officers and lenders.
- Fast and precise documentation.
LLC and EIN Formation
- Comprehensive state filing service.
- EIN acquisition included.
- Streamlined setup for your new business.


P&L and Verification Letters
- Accurate Profit and Loss statements.
- Verification letters tailored for loan officers and lenders.
- Fast and precise documentation.
Nonprofit Formation
- 501(c)(3) or 501(c)(4) formation guidance.
- Compliance education included.
- Seamless tax-exempt setup.


Automation Consulting Services
- Custom workflow optimization and system integrations.
- Designed for efficiency and time-saving.
Wix + CRM Basic Setup
- Basic Wix website (up to 5 pages).
- CRM integration for lead management.
- Guidance on domain registration.


Mailchimp/CRM Setup
- Personalized Mailchimp setup with branded templates.
- Automated email sequences for client engagement.
All-in-One Starter Package
- Includes Wix website, CRM, and QuickBooks setup.
- Tax filing and quarterly financial check-ins.
- Guidance on domain registration.


Entrepreneur's Signature Suite
- Comprehensive business setup with everything in the All-in-One Starter Package.
- Quarterly financial strategy sessions.
Don't find the service you want?
We can tailor one specialized for you and your business requirements.
