Our Services

Say goodbye to the stress of tax season. Our expert team handles your tax filing with accuracy and efficiency, ensuring compliance while maximizing your refunds.

Tax Preparation

What’s included:

  • Preparation and filing of individual and business tax returns

  • Review of deductions and credits to minimize liabilities

  • Assistance with state and federal tax compliance

What’s included:

  • Expert guidance on tax-saving opportunities

  • Assistance with IRS notices and audits

  • Year-round support for tax-related inquiries

Navigate the complexities of tax regulations with ease. We provide strategic advice to help you make informed financial decisions for your personal and business growth.

Tax Advisory

Tax Planning

Proactive tax planning is the key to financial success. We work with you to develop strategies that optimize your tax efficiency and prepare for future goals.

What’s included:

  • Customized tax strategies for individuals and businesses

  • Long-term financial planning to reduce tax burdens

  • Estate and retirement tax planning

Choose your plan

Core Plan

$100

Our Core Plan is designed to give your business a strong financial base, ensuring compliance, organization, and savings as you grow.

Best for:
Small businesses and entrepreneurs looking for reliable tax preparation, bookkeeping, and strategies to reduce liabilities while boosting profitability.

Includes:

  • Accurate Bookkeeping to keep your financial records in order

  • Comprehensive Tax Preparation & Electronic Filing for federal and state returns

  • Hassle-free Payroll Services to ensure timely and compliant employee payments

  • Proactive Tax-Reduction Strategies tailored to maximize your savings

  • Monthly Tax & Financial Review Meetings to align your finances with your business goals

Take the stress out of managing your finances—let Inspire Tax and Financial Services handle the essentials so you can focus on growing your business!

Growth Plan

$200

Our Growth Plan builds on our Core Plan, offering advanced financial insights and strategies to help your business grow and thrive.

Best for:
Established businesses gaining traction and looking to optimize profits, manage cash flow, and scale efficiently.

Includes:
Everything in the Core Plan PLUS...

  • "How Much Should I Pay Myself?" Report for smarter financial decisions

  • Budgeting & Forecasting to align with your business goals

  • Profit and Cash Flow Target-Setting to maximize profitability

  • Monthly Scorecard & Action Plan to track and achieve key objectives

  • Monthly Strategic Planning Sessions for tailored growth strategies

The Growth Plan provides CFO-level guidance to help you take your business to the next level.

Comprehensive Plan

$300

Our Comprehensive Plan offers full-service financial management, taking the burden of accounting off your plate so you can focus entirely on your business.

Best for:
Businesses ready for a complete outsourced accounting solution, without the cost of hiring in-house staff.

Includes:
Everything in the Growth Plan PLUS...

  • Accounts Payable (Bill Pay) to manage vendor payments

  • Sales Tax Filing for compliance with state and local requirements

  • Implementation of Internal Controls & Procedures to safeguard your business

  • Detailed Cash Flow Management for sustainable operations

  • Direct Virtual CFO Access with priority responses via email, text, and voicemail

  • White-Labeled Communication with vendors, customers, and employees to maintain professionalism

  • Exit Strategy Planning to prepare for long-term success and transitions

The Comprehensive Plan is your all-in-one solution, providing the expertise and support of a full accounting department for a fraction of the cost.

Additional Benefits

Personalized Service

We understand that every financial situation is unique. Our team takes the time to understand your needs and craft solutions tailored to you.

Experienced Professionals

Our knowledgeable team stays up-to-date with the latest tax laws and financial strategies to ensure you receive the best service possible.

Year-Round Support

We’re here for you beyond tax season, providing ongoing support and advice whenever you need it.

“A strong financial future starts with smart tax planning today.”

Let us handle the details, so you can focus on what matters most.