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Intelli Tax
At Intelli Advisor we partner with our affiliated firm, Zaccardelli Financial Services, to provide a range of tax, accounting, and payroll solutions to serve your personal needs and the needs of your business. Our solutions are powered by technology with the goal of providing you the information and advice you need and when you need it. The result is a better understanding, deeper collaboration, and more engaging experience with your advisor.
Timely Advice.
Maximum Savings.
Individual tax
Work with a tax professional trained to look out for your interests, focused on planning opportunities, and knowledgeable of the tax laws impacting your personal life.
We offer tax preparation service offerings geared to meet the demands of you day-to-day with easy to schedule Online Tax Appointments and Drop & Go! options. We listen to ….
business tax
Move tax compliance from an administrative burden to a forward-looking opportunity with a team of dedicated tax advisors. We will make sure your business is on a path to success and operating under an optimal tax structure. We will help you plan for future growth and investment, protect the wealth of the business owners, and maximize value.
Tax Reform has changed the game for businesses. Make sure your business is positioned to take advantage of the benefits and in compliance with its filings.
Get more hours in your day.
Focus on your business.
bookkeeping
Hire our team of bookkeepers to handle your books. We give you a list of information to gather each month and sync your online accounts. Once we have the information, we complete the accounting entries and reconcile your accounts. At the end of the month, you receive an email with the reports you want and an opportunity to schedule a call with our team to review. After that, it is time to rinse and repeat!
Pricing for our monthly bookkeeping services are based upon your average monthly expenses and your number of accounts and starts as low as $105/month.
payroll
Employees love to receive paychecks, but businesses do not love the hassle of dealing with payroll tax filings. We offer a range of payroll solutions to address the pain points for your business. Starting with annual and quarterly payroll tax filings to fully outsourced solutions. We meet with you to understand your payroll needs.
Pricing for payroll services is based upon the level of payroll support and number of employees. Quarterly payroll services start at $100/quarter.