Our monthly CPA package includes 4x per year meetings with a local CPA, to ensure proactive planning for year-end filing. We recommend CPA packages in tandem with bookkeeping, so our team can ensure your financials are clean, organized, and ready for tax season, reducing stress and helping you take advantage of every opportunity.

Our collaborative approach means you're never navigating tax time alone; you’ll have responsive, expert support that understands the local landscape and cares about your long-term success.