Individual Tax Filing — From $400 Personal returns including wages, retirement income, investments, rental activity, and self-employment income. For individuals requiring assistance in organizing their estate planning documents, our services offer comprehensive support.
Business Tax Filing — From $1,000 For LLCs, S corporations, partnerships, corporations, and business owners who may also benefit from our fractional CFO services to optimize their financial strategies.
Estate & Trust Tax Filing — From $1,000 Form 1041 and related filings for fiduciaries, trustees, executors, and families, with additional resources available for senior daily money management to help navigate complex financial obligations.
Small Business Bookkeeping — From $450/month Clean monthly records, reconciliations, and financial reports tailored for your needs. Our fractional CFO services can guide you in maintaining accurate financial records to ensure your business thrives.
Bookkeeping Cleanup — Custom quote For businesses with behind or messy books that need to be cleaned up before filing. Our team provides thorough bookkeeping cleanup to prepare your finances for success.
Estate & Trust Accounting — From $1,200/month Organized financial records for trustees, executors, and fiduciaries. This includes reconciliations, income and expense tracking, beneficiary reporting, and coordination with attorneys and advisors. With our estate planning document support, we help ensure all necessary documentation is in order.
Florida trustees are required by law (Florida Trust Code § 736.0813) to provide an annual accounting to all qualified beneficiaries. We assist trustees in meeting this obligation accurately and on time, while also offering senior daily money management to facilitate smooth financial operations.
Senior Daily Money Management — Starting at $600/month, we offer financial help for older adults and their families, including bill review, payment reminders, and medical bill organization. Our services also cover tax document organization and family communication when authorized. Additionally, we provide estate planning document support and fractional CFO services. A one-time setup fee begins at $300.
Trust-Based Estate Plan — From $1,200, a joint or individual revocable living trust tailored to your state is available, along with comprehensive estate planning document support.
Will-Based Estate Plan — From $750, our Last Will & Testament and basic estate planning documents ensure your wishes are honored.
Power of Attorney — Included as per your state's requirements, catering to your specific needs.
Health Care Directive — Included is a Medical Power of Attorney, Living Will, or Advance Directive to safeguard your health decisions.
Our estate planning document services are delivered through attorney review, legal document software, or an authorized estate planning partner. Additionally, The L Crew – Accounting offers fractional CFO services and senior daily money management to support your financial health. Please note that we do not provide legal advice unless services are performed by a licensed attorney.
Fractional CFO Services — Custom quote Strategic financial guidance for established businesses ready to grow.
We specialize in fractional CFO services for businesses that have been operating for at least 2 years and are generating a minimum of $500,000 in annual revenue. Since onboarding a fractional CFO is a significant commitment for both sides, every prospective client goes through our Right Fit process — a structured conversation to ensure we are the right match for each other before any engagement begins.
Our services may encompass cash flow review, budgeting, forecasting, profitability analysis, financial reporting, KPI tracking, and management reports. Additionally, we offer estate planning document support and senior daily money management to enhance your financial strategy.
We proudly serve clients nationwide.
Payroll Support — Custom quote for those needing assistance with estate planning document support
Sales Tax Support — Custom quote designed for businesses seeking expert advice in financial management
1099 Preparation — Custom quote tailored for your needs, ensuring compliance and accuracy
Business Formation Support — Custom quote to guide you through setting up your company with fractional CFO services
Consulting & Special Projects — $150/hour for services including senior daily money management and more.
Individuals · Small business owners · Seniors and families benefiting from senior daily money management · Trustees and executors handling estate planning document support · Estates and trusts · Law firms supporting estate planning · Medical and dental practices · Property managers · Consultants · Professional service businesses providing fractional CFO services · Nonprofits
Nationwide — Our comprehensive virtual services — including tax preparation, bookkeeping, estate planning document support, senior daily money management, estate & trust accounting, and fractional CFO services — are available to clients across the United States. In Person — Serving South Florida, including Delray Beach, Boca Raton, Boynton Beach, Lake Worth, Lantana, West Palm Beach, Palm Beach County, Broward County, and Miami-Dade County.