Streamline Your Business Compliance & Grow with Confidence

Join our Business Advisory & Compliance membership– get expert support, stay compliant, and focus on growth.

Your Compliance, Simplified. Your Business, Empowered.

Designed for small business owners who want proactive compliance and tax support with ongoing advisory without the hassle.

For owners who lack internal resources for continuous compliance.

Ideal for those needing IRS representation or business advisory.

Perfect for entrepreneurs seeking a ‘hands-off’ approach to business management

Scalable support that grows with you, ensuring compliance and expert guidance at every stage.

Service	Description
Completion of Tax Forms	Assistance with essential tax forms, including S-Corp conversions and installment agreements (excludes tax return preparation).
Quarterly Sales & Use Tax Filings	Quarterly assistance with Sales & Use Tax filings, if applicable, to ensure compliance and avoid penalties.
CPA Letters for Loans/Mortgages	Access to CPA letters as needed for mortgage or loan purposes.
Annual CPA Meeting	Yearly one-on-one CPA meeting to discuss financial performance, compliance, and strategic planning.
Compliance and Renewals	Annual renewals, BOI compliance filings, and registered agent services to ensure your business meets regulatory requirements.
Tax Compliance	Timely tax filings and strategies to minimize liabilities. Filing fees apply.
Discounted Services	Exclusive savings on 1099 filings and additional tax services, providing financial relief and added value.
IRS Representation (Power of Attorney)	We act on your behalf with the IRS, addressing issues and correspondence to ensure compliance and peace of mind
Professional Support & Advisory	Direct access to an accountant for compliance assistance and bi-annual CPA meetings for proactive planning and support.
Registered Agent Services	We serve as your registered agent for state corporate renewals and annual report filings at no additional cost (filing fees reimbursable).