Business Diamond

Our Diamond Package for monthly accounting services helps customers save money by taking care of all the payroll, bookkeeping and tax preparation needs.  We provide a personalized service to meet the individual needs of our customers, and our goal is to make the process as straightforward and stress-free as possible. With our Silver Package, customers can rest assured that their finances are being managed effectively and securely.

This Package Includes

Business Diamond

Plan Includes:

Monthly bookkeeping
Monthly financial reporting (Profit/Loss & Balance Sheet)
30-minute P&L monthly review
Annual Profit/Loss & Balance Sheet


Business tax return 1120C, 1120S, 990 or 1065 (one-time annual)
Two (2) Personal tax return 1040 (owners/officers) (one-time annual)
1040X Amended tax returns on returns filed by us (if applicable)
Audit Protection Plus on IRS/State notices
Identity Theft Resolution
90-minute quarterly tax planning call with tax strategist / business consultation
Preparing & Filing up to 25 / 1099-NEC/MISC
Asset Management (twice a year 45-minute strategy session)
Exit Strategy Consultation (twice a year 45-minute strategy session)
Trust Consultation (once a year 45-minute strategy session)


UNLIMITED email queries / response time within 24hrs
Identity Theft Resolution
Filing BOI (Beneficial Owners Information) report with FINCEN (Financial Crimes Enforcement Network)
Webinar Access

Schedule your FREE consultation to find out how you can have "Financial Peace of Mind" today!

circle_right CALL US NOW

Get A Free Counsultation Now !


(917) 540-8948