Choose the level of service to meet your personal financial needs and budget
Are you looking for:
- QuickBooks Online Essentials monthly subscription
- Advisory time with a licensed CPA
– 5 hours per year - Personal accounting – done for you!
- Prepare/e-file annual income taxes
– Federal, state & local - Fiduciary wealth planning with taxes in mind – CWOs for Hire
- Plans start at $860/mth
Are you looking for:
- Advisory time with a licensed CPA
– 1 hour per year - Added to our firm client email list
- Members-only rates for additional services
- $15/mth, with annual commitment
This is our base membership that gives you access to a licensed CPA for periodic accounting, income tax or general business questions
