Advisory Services
Best For: Brand-new businesses, freelancers, and single-member LLCs looking to build a rock-solid financial foundation from day one.
Description
Starting a business is like setting sail for the first time—the waters are exciting, but you need a solid launchpad before hitting deep water. We take the financial stress off your plate by setting up your business entity correctly, optimizing your initial accounting systems, and unlocking critical write-offs before you leave money on the table. Think of us as your virtual backend finance department keeping you safe while you find your footing.
What’s Included:
Initial Tech Stack Setup: Custom QuickBooks Online chart of accounts design customized for your industry.
Essential Monthly Bookkeeping: Up to 50 transactions categorized and reconciled accurately each month.
Quarterly Financial Visibility: Clear, easy-to-read Profit & Loss statements delivered every quarter.
Annual Tax Preparation: Hassle-free annual Federal and State tax filing for your business (Schedule C / Sole Proprietor / Single-Member LLC).
Continuous Oversight: Year-round email access to an IRS Enrolled Agent for quick, standard financial questions.
Starts at $400. Book a consultation for a personalized quote.
Best For: Established, growing businesses, multi-member LLCs, and S-Corporations seeking proactive tax reduction and automated financial management.
Description
A breakwater protects a harbor from rough, unpredictable waves. If you are only talking to an accountant in April, your business is exposed to the elements. This comprehensive, year-round service combines precise monthly bookkeeping with high-level, proactive tax strategy. We track your metrics in real-time, handle payroll mechanics, and implement mid-year entity optimization to shield your profits and ensure you never face a surprise tax bill.
What’s Included:
Full-Service Monthly Bookkeeping: Up to 150 monthly transactions managed across up to 4 bank/credit card profiles.
Monthly Financial Reporting: Up to date Balance Sheets and Profit & Loss tracking to keep your cash flow healthy.
Proactive Tax Planning Strategy: A dedicated Q3/Q4 forecasting and tax planning session to legally minimize liability before December 31st.
Corporate & Personal Tax Compliance: Annual corporate tax returns (Form 1120-S or 1065) and personal 1040 preparation bundled in.
Priority Advisory Access: Scheduled quarterly check-in calls to align your financials with your business scaling goals.
Starts at $700. Book a consultation for a personalized quote.
Best For: Residential and commercial property owners, portfolio syndicators, and active or passive real estate investors looking to maximize long-term wealth.
Description
Real estate is one of the greatest tax havens in the tax code—but navigating it requires a guide through complex regulatory storms. Named after the powerful light of our lighthouse, this elite package utilizes advanced property-level tracking to capture every ounce of depreciation, shield passive income, and seamlessly position your portfolio for scaling or 1031 exchanges. We provide total clarity, no matter how turbulent the market gets.
What’s Included:
Property-Level Portfolio Bookkeeping: Advanced class and location tracking in QuickBooks Online to isolate P&Ls for every single door/unit.
Real Estate Tax Compliance: Stamped Schedule E and multi-entity partnership tax return filings.
Advanced Advisory & Wealth Strategy: Custom analyses including Real Estate Professional Status (REPS) eligibility, Short-Term Rental loopholes, and cost-segregation coordination.
Capital Tracking & Intercompany Transactions: Accurate ledger management for earnest money deposits, capital improvements, and 1031 exchange timelines.
On-Demand Expert Advisory: Dedicated monthly strategy sessions to review acquisition structures, refinancing tax impacts, and equity growth.
Starts at $1000/month (covers up to 10 units): For additional unit rates please book a consultation with us.