top of page

Our Business Full Financial Service Plans

Basic Plan


Every Month

Perfect for Younger Businesses
Advance Plan

Most Popular Plan


Every Month

Perfect for Established Businesses
Optimum Plan


Every Month

Perfect for Businesses Seeking Full Financial Services

Monthly Accounting Services

Onboarding and Training

Annual Tax Planning Meeting

Entity Review

Quarterly QuickBooks Accounting Records Review

Retirement Plan Review & Set-Up

Business Federal & One State Tax Returns *

Estimated Tax Payment Vouchers

QuickBooks Simple Start Account Fee Covered

All Services Noted in the Basic Plan +

Quarterly Business Review

Single Owner Payroll

Sales Tax Returns Prepared

Business & Owner Tax Returns Prepared *

Premium Tax Planning Service

Owner Personal Financial Planning

Unlimited Phone and Virtual Support

All Services Noted in the Advanced Plan +

Monthly Business Review

Cash Management Advisory

Growth Advisory

Payroll Support

Employee Personal Financial Planning Service

Custom Reporting

Audit Representation

We Accept

Image of credit cards

Need a Customized Plan? Schedule a Free Virtual Consultation Here 

* The tax return preparation services noted in our plans are included after 12 consecutive months of service payments. All service plans are paid monthly in advance via an automatic credit card transaction. Monthly plans automatically renew annually but can be canceled with notice before the start of the new billable year. Please note that we reserve the right to decline to perform a service, you will be notified of the reason for the decline, and we will issue a full refund of the first month's fee when a service is declined. 

"Our reward is not earning more fees simply because your business or investment portfolio has grown.  Our services are all offered at fixed pricing rates so there are no surprises and your earnings growth stays where it belongs, with you.  Because our reward is seeing the look on your face when you meet your goals; feeling a sense of pride because we served as your trusted advisor during your journey to financial freedom."

Click on the circle to listen to Sylvia discuss the difference between a CPA and others, such as Enrolled Agents or Registered Tax Preparers, who claim they are financial experts.

Schedule Your Business Consultation


Use the calendar to schedule a virtual consultation with an Advisor on a day and time that is convenient for you.




Give us a call to schedule an in-person consultation, or you can use this link to schedule: ​

Subscribe to get exclusive updates

Thanks for subscribing!

5230 Washington Street

Suite 201

West Roxbury, MA 02132


** All sales will appear as Singleton Wealth Management on your billing statement

Get in touch

Let's Connect

  • Instagram
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
bottom of page