A La Carte Small Business Services
Online IRS Account Setup, Review & Tax Transcript Retrieval1 hour
Please make sure to have your photo identification, computer camera, or smartphone ready for your appointment. The consultation will be held virtually, and a Zoom link will be sent to you before your scheduled appointment date. Please n ...
- Entity Formation
2 hours
- Business Filings and Certificates
45 minutes
- Tax and Estate Planning
2 hours @ $150.00
- Business Funding Assessment
1 hour @ $100.00
- Real Estate Lending & Investing (Copy)
20 minutes
Need money to acquire an investment property? Are you in a sticky situation where a house is involved? Do you have an amazing real estate deal? Either way lets explore alternative private lending and real estate investing opportunities. ...
- Business Development Coaching
1 hour @ $75.00
Welcome to our consultation service! We're excited to offer our existing tax and small business clients the opportunity to discuss their businesses with us. Our appointment will include a detailed review of your small business's progres ...
Complimentary Consultations
- Complimentary Tax Preparation Consultation
30 minutes
Let's Get Hi. Are you a high-income earner, earning between $85K to $ 2.0 annually? If so, are you looking for creative ways to lower your tax bill and plan for retirement alternatively? Proper tax planning, strategic allocation of inco ...
- Complimentary Small Business Consultation
30 minutes
Are you looking to take your business idea or existing business to the next level? Our complimentary consultation service can help by reviewing your concept or current business status. We'll suggest entity formation options, such as LLC ...
- Complimentary Personal Bookkeeping & Budgeting Consultation
30 minutes
Bookkeeping isn't just for businesses. It's for people as well having a personal bookkeeper or investing the time to learn how to DIY bookkeeping, is essential to establishing and maintaining a positive financial well-being. A consul ...
- ACA Health Insurance Enrollment
30 minutes
- Complimentary Business Bookkeeping Consultation
30 minutes
Quickbooks Users, this consultation is 100% for you. In this consultation, we will review your current QuickBooks setup, asses what drives you crazy and how we can help you fix it.
- Complimentary Show Me The Way to Wealth Consultation
30 minutes
In this consultation, we’ll take a deep dive into your entire financial landscape—because building wealth requires a plan tailored just for you! We’ll assess your current financial position, including: ✅ Your income tax returns—making ...
Current Clients
- Mid Year Tax Review
45 minutes
Stay ahead of tax season with a Mid-Year Tax Review! This strategic appointment is designed to help you optimize your tax situation before the year ends—giving you time to make adjustments and avoid surprises.
Ask Akilah
