Life is Taxing, Your Business Shouldn’t Be!®

TAX.

INSURED.

STRATEGY.

BACK OFFICE.

PEOPLE.

RETIREMENT.

LEGACY.

TAX. INSURED. STRATEGY. BACK OFFICE. PEOPLE. RETIREMENT. LEGACY.

Full-service accounting firm located in Warrendale and Butler PA. We offer a broad range of services to individuals and business owners. Take a glimpse at what we can do for you:

Monthly Service

Starting at $410/month

Keeping accurate financial statements can be time consuming, so let us take that off your plate so you can focus on doing what you do best, growing your business.

Every month we will reconcile your bank accounts & credit card statements and deliver accurate monthly financial statements.

Annually we will prepare your individual & business tax returns and review with you so you have a full understanding of your financial health.

Tax Planning

Starting at $830/month

This package includes everything in Monthly Service plus deep dive into your company. We will analyze your business and provide strategy to help save you money in taxes year after year.

Start with a kick off 2-hour meeting and then a check in meeting 6 months later.

Advisory

Starting at $1,245/month

Everything included in the Monthly Service and Tax Planning packages with a quarterly hands on approach.

With quarterly touch points, we will continue to shape a strong tax saving strategy that will keep your hard earned money in your pocket.

Start with a kick off 2-hour meeting and then quarterly check ins to continue the strategy discussion.

Book a Discovery Call