Accounting FIRM made to HELP CREATE, GROW, & PRESERVE GENERATIONAL WEATLH
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Unique & customized services
A public accounting firm operating out of West Michigan offering services across the US! Are you looking to grow your business/investment? Is your investment in maturity? Are you looking to start a 2nd venture? Is it time to discuss your estate plan to pass down your wealth to your heirs? Our firm is here for you!
Our Services
Tax Preparation
- Individual tax preparation (Form 1040)
- Business tax preparation including but not limited to LLCs, Partnerships (Form 1065), S Corporations (Form 1120s), & C Corporations (Form 1120)
- Trust tax preparation (Form 1041), Gift tax preparation (Form 709), Estate tax preparation (Form 706)
Tax Planning - Business Owners - Package 1:
- Here we are available to you all year around as you need us to perform any of the following: 1. Review and suggest business entity structure for your current or new business. 2. Discuss any and all applicable tax implications related to your situation. 3. Conduct tax due estimations throughout the year and suggest ways/strategies to minimize your tax bill and optimize after tax cash flow. 4. Provide bookkeeping assistance/training. 5. Be available to answer any miscellaneous questions that you run into about your business or tax situation
- Price: $4,000 Annually or $335 per Month
Tax Planning & CFO Services - Business Owners - Package 2:
- With Package 2 we will be available to you all year around to perform the following: 1. Everything included in Package 1. 2. Review & analyze your business's cash flow. 3. Perform pricing and cost analysis and analyze profitability. 4. Calculate and analyze your return on investment as well as your return on assets of new equipment/asset purchases.
- Price: $8,000 Annually or $670 per Month
Trust & Estate Planning:
- With our Trust & Estate Planning service we will be available to you all year around to: 1. Discuss tax and financial implications related to certain inheritance & estate structures. 2. Discuss tax and financial outcomes related to passing down property. 3. Help determine the after tax effects of your estate plan and ways to optimize your generational wealth. 4. Be available to review and monitor your estate plan to discuss any changes that occurred or may occur. 5. Review your estate plan with your estate attorney to ensure the best possible outcome. 6. Assist with the administration of your estate or an estate in which you are executor.
- Price: $2,500 Annually or $210 per month
Fiduciary / Estate & Trust Accounting Services
- When you are the trustee of a trust or the executor of an estate, you are responsible for all of the assets that come in and all of the assets that are paid out of the trust or estate. Fiduciary accounting is a service where we do all the tracking for you. Whether you are court ordered to produce these reports, or if you just want peace of mind knowing all the assets are accounted for properly, we are here for you
- Price: $1,000
Bookkeeping & Payroll
- Bookkeeping: general accounting/recording of transactions, reconcile bank accounts, & produce monthly reports of business activity
- Payroll: tax preparation of payroll forms & process payroll through the company's system (only offered for payrolls of a certain size)
Per Consult
- If you are not interested in any of the annual Packages above, we do offer services on a "per consult" basis. Here you simply reach out to us with your questions/what you would like us to do. And we can determine a price for that engagement from that point forward
- We can offer all services on a per consult basis if you choose none of the above options
Disclaimer
- The prices listed for the above services may be adjusted depending on the complexity of your situation
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