Choose the Perfect Level of Service

  • Delegator

    Your team handles internal accounting which we look at after year end to prepare business & personal tax returns. We meet in the spring and fall for Tax Advisory.

    Starting at $599/month

    ◉ Maximize your business tax savings process with proactive planning and analysis 2 times per year

    ◉ Align your business and personal finances so all your decisions are moving you in the right direction.

    ◉ Improve your cash flow and know exactly how much you can spend, invest in the business, or pay yourself.

    ◉ Pain free tax preparation and filing of your state, federal and business tax returns by experienced professionals.

    ◉ Year-Round access to our BlackFin Tax team.

  • Lone Ranger

    The Lone Ranger likes to take care of things themself.

    They know how important is to get timely financial reports because after all… Construction is all about the numbers.

    So we developed this level of service to help the Lone Ranger.

    Starting at $650/month

    ◉ Annual checkup of their financial statements and general ledger created by their internal accounting staff.

    ◉ Creation of required Adjusting Journal Entries to get the books right for last year and ready for the next year

    ◉ Pain free tax preparation and filing business and personal Federal & State Tax Returns by our CPA Tax Professionals

    ◉ Annual meeting with Lone Ranger to outline their business business and personal goals for the next 12 months

    ◉ Suggest possible alignments in business and personal finances so that all of your decisions are moving you in the right direction

    ◉Year-Round Access to the BlackFin Tax Team.

  • Need It All

    Each year we’ll provide you a written plan before the next year starts to make your accounting and tax life as stress free and easy as possible.

    You’ll have time to manage & operate your business knowing the BlackFin Team has your back. We’ll meet in the spring and fall to discuss taxes and implement actions required to minimize your tax burden.

    Starting at $1,250/month

    ◉ Annual meeting to; review your business & personal financial goals; update the current years tax plan, review profit margins; revenue targets and discuss opportunities and any challenges on the horizon.

    ◉ Full charge accounting services for your business ranging from bookkeeping to tax planning.

    ◉ Rely on our accounting professionals to add transactions, track assets, and reconcile your books.

    ◉ Provide you access to monthly or quarterly financial statements to better understand your financial health indicators and neutralize threats.

    ◉ Pain free tax preparation for your business and personal tax returns.

    ◉ Year-Round phone access to our BlackFin Tax Team. (no-additional cost).

  • Visionary

    Scaling up your business or getting ready to sell your business both require a solid plan and the time needed properly execute the plan.

    ◉ Preparing a business to sell is a great goal when you’re ready to go. The sooner you start planning this big event the more likely you’ll realize a much high sales price. Don’t wait act on this now.

    ◉ If you're loving your business and looking to take it to the next level you also will need a detail plan to scale your business to the next breakpoint.

    ◉ There is nothing more exciting in business than to decide to retire and sell out at the highest possible price or decide to scale up your business by 2x, 5x, 10x or 25x.

    Starting at $1,250/one time

FAQ’s