BUSINESS SERVICES & SUPPORT
Professional solutions designed to simplify your operations and support your growth.

EXPLORE SERVICES DESIGNED TO SUPPORT YOUR GROWTH
CLICK HEADINGS BELOW TO FIND WHAT BEST FITS YOUR BUSINESS
Establish your presence, elevate your professionalism, and equip your business with the tools it needs to grow and succeed.
ESSENTIAL VISIBILTY & COMMUNICATION PACKAGE
$550/year
Let’s put you on the map and provide you with professional tools to service your customers with ease.
✔ Professional business email (yourname@yourbusiness.com) + up to 10 additional addresses
✔ Dedicated business phone line (calls & texts from your business number) with a custom professional greeting (professional first impression)
✔ Online appointment scheduling
✔ Domain name + one-page website
✔ Google Business Profile setup (get your business on the map)
✔ Video call capability (schedule meetings and connect with clients anywhere)
Get a dedicated website, business phone number, and professional email—plus online scheduling for your customers—all for less than $2 a day.
ULTIMATE VISIBILITY & COMMUNICATION SUITE
$699/year
Operate like a fully established business with advanced communication tools.
✔ Everything in Business Essentials
✔ Enhanced Business Phone System
- Auto-attendant (i.e.: “Press 1 for Scheduling, 2 for Support, 3 for Billing”)
- Forwards calls to up to 3 numbers or team members
✔ Video call capability (schedule meetings and connect with clients anywhere)
A complete business system that works wherever you are—giving your company structure, flexibility, and a polished presence.
À LA CARTE COMMUNICATION OPTIONS
INDIVIDUAL SERVICES
Flexible options for businesses that need specific tools or enhancements.
🔹 BUSINESS EMAIL
$250/year
Professional email presence with up to 10 custom email aliases (like sales@yourbusiness.com, support@yourbusiness.com, or yourname@yourbusiness.com), all routed to one central inbox for easy management.
* 1st email address is free; each additional address is a one-time set up fee of $25
🔹 BUSINESS PHONE (BASIC)
$250/year
A dedicated business number that forwards to your phone, includes custom professional greeting, calling, texting, and voicemail-to-email.
🔹 BUSINESS PHONE (ENHANCED SYSTEM)
$450/year
Advanced phone system with:
- Auto-attendant (“Press 1, 2, 3…” options)
- Routes calls to up to 3 numbers or team members
- Custom professional greeting for a polished, professional experience
🔹 ONLINE SCHEDULER SETUP
$99/yr
Allow clients to book appointments online with integrated scheduling. (initial holiday / vacation set up annually + 3 additional changes included)
🔹 DOMAIN + ONE-PAGE WEBSITE
$99/year
Secure your business domain and maintain a clean, professional one-page website.
🔹 COMPLETE BUNDLE
$475/year
Includes business email, basic phone line, and domain maintenance—everything you need to establish a professional presence.
🔹 ELITE BUNDLE
$675/year
Includes business email, basic phone line, and domain maintenance—everything you need to establish a professional presence.

TAX PREPARATION: THE CONCIERGE EXPERIENCE
We don’t just file your taxes; we protect your history. Every client receives 7 years of secure storage on our HIPAA-compliant, encrypted FTP site.
- Always Accessible: Your returns and all provided backup documentation are available to you 24/7.
- Audit-Ready: We keep the “paper trail” so you don’t have to, ensuring you are prepared for whatever the future holds.
TRANSPARENT PRICING
- Individual Returns: Starting at $175 (Best for retirement income & W-2s).
- Professional/Schedule C Returns: Starting at $199 (For freelancers & 1099 professionals).
- Corporate & Business Returns: Starting at $600.
Convenient Document Pickup:
We offer personal document pickup at your place of business or a secure, public location; saving you the commute.
West Palm Beach Office Drop-Off:
If you’re in the area, feel free to stop by our professional office to deliver your documents in person.
Secure Digital Portal:
For a completely paperless experience, our encrypted digital portal allows you to upload documentation securely from anywhere.
Personalized Tax Organizer (Individuals):
Every personal return includes a custom organizer to simplify your record-keeping and maximize your future savings.
$600 Service Credit
Businesses signed up for our Organization & Analytics program receive a $600 Service Credit toward their annual tax preparation. When you partner with us for your business growth, your tax prep is on us.
(Service credit is applied on a prorated basis depending on your enrollment date within the tax year.)

NOTARY PUBLIC SERVICES In-Office, Mobile & Remote Online
Schedule a one-on-one appointment for professional notary services tailored to your needs. We offer convenient options including in-office notarization, mobile services within the local area, and secure remote online notarizations.
Whether you need a single document notarized or assistance with multiple forms, we ensure a smooth, efficient, and confidential experience.
Services Available:
• In-office (West Palm Beach location):
Traditional, face-to-face notarization in a professional setting (by appointment only)
• Mobile notary services (local area):
We come to you at a place of business or a convenient public location for your most important signatures.
• Remote Online Notary (RON) :
Secure, state-of-the-art online notarization from your home or office.

What to Bring:
• A valid, government-issued photo ID
• Your documents (unsigned – must be signed in the presence of the notary)
• Any additional witnesses, if required (please confirm in advance)
Important Notes:
• All signers must be present and provide valid identification
• Mobile appointments are subject to location and availability
• Remote online notarizations require a device with camera, microphone, and internet access
If you have questions about your document prior to booking, feel free to reach out—we’re happy to guide you.
In-Office (West Palm Beach):
Traditional, face-to-face notarization in a professional setting.
Remote Online Notary (RON):
Secure, state-of-the-art online notarization from your home or office.
Mobile Notary:
We come to you at a place of business or a convenient public location for your most important signatures.
Notary Services Made Simple

These services were thoughtfully designed to give new businesses everything they need to launch with confidence, and to help established businesses continue growing with clarity, structure, and the right tools in place.
We handle the setup, organization, and ongoing support, so you can stay focused on your customers, your vision, and what you do best.