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Baseline Package

This is our baseline package that we include for all clients.

1 h 30 minOnline Meeting

Service Description

Financial Services Offered: - Tax preparation - Tax strategies - Auditing - Consulting Client Focus: - High net worth individuals - Businesses in Utah Baseline Package Includes: - Quarterly meetings - Monthly review videos - Monthly emails - Semi-annual tax planning - Limited email/text for urgent questions & responding to notices - Annual tax preparation - Annual 1099s Benefits: - Personalized and expert financial services - Focus on clients making between $250k-$500k+ Promise: - Let us take the stress out of managing your finances - Focus on what matters most to you - Trust Accounting Firm to handle all your accounting needs with precision and care


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