Tax and Accounting Help
by CPA’s You Can Trust

As a business owner there are so many things you are responsible for. One of the most important responsibilities you have is making sure you have up-to-date books and records and that you are filing your income tax returns on time. If not, you are going to start having issues with federal, state and local governments, who have the power to one day shut your business down if you don’t comply.

The nice thing is you don’t have to worry. We have plans to provide you with the tax and accounting services you need to keep you in compliance.

HOW IT WORKS

Pick Your Plan

Schedule a Consult to Confirm Your Decision

Sign up & Let the magic begin

Tax Only Plan

  • Personal Tax Preparation
  • Business Tax Preparation
  • Annual Tax Planning
  • Monthly Newsletter
  • 1 Year Prosperity Club

$195*/mo

Tax & Accounting Plan

  • Monthly Bookkeeping
  • Dedicated Accounting Team
  • Personal Tax Preparation
  • Business Tax Preparation
  • Unlimited Tax Consulting
  • Monthly Newsletter
  • 1-Year Prosperity Club

$395*/mo

Basic Plan

  • Monthly Bookkeeping
  • Dedicated Accounting Team
  • Personal Tax Preparation
  • Business Tax Preparation
  • Unlimited Tax Consulting
  • Prosperity Plan
  • Monthly Newsletter
  • 1-Year Prosperity Club

$495*/mo

Master Plan

  • Monthly Bookkeeping
  • Dedicated Accounting Team
  • Personal Tax Preparation
  • Business Tax Preparation
  • Unlimited Tax Consulting
  • Monthly Prosperity Coaching
  • 1-Year Prosperity Club
  • Monthly Newsletter

$795*/mo

Undecided on Which Plan
is Best for You? 

Schedule Your FREE 30 Minute Consultation Now

COMMON QUESTIONS

What is the annual tax planning meeting?

Do the tax plans include filing of my state and local income tax returns?

How does my unlimited tax consulting package work?

How long do my tax consultations last?

What accounting program will you use to do my bookkeeping on?

Does the monthly bookkeeping package include you writing my checks and paying my bills?

What does it mean to have a dedicated accounting team?

What type of information is included in your monthly newsletter?

Do I need to download the mobile app?

What is the Prosperity Plan?

What do I get with the Prosperity Club membership?

What does the monthly prosperity coaching include?


What clients are saying

"


Dave Hall Presentation – A must attend session for anyone thinking of starting a business...


Laurie H.

"


Dave Hall speaking on The Unbelievable New Tax Strategy – Dave Hall was very knowledgeable and able to present the information effectively!


Gloria H.

"


Thanks, Dave! I consider one of my great strokes of luck getting you as an accountant. It has really been a great thing.


Richard A.

* Prices are subject to change based upon the volume of transactions your business requires us to enter. You will be informed of any price changes in advance. All plans require a twelve-month commitment.

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