Intentional services.
Defined scope. Real results.
Every service at Wyn2It is built around a clear scope, a defined outcome, and a genuine investment in your success. No guesswork. No surprises. Just the right level of support for where you are and where you're going.
Accounting & bookkeeping
Clean books are the foundation of every smart financial decision. We handle the numbers so you can focus on the business — with monthly reconciliations, financial statements, and a real human who understands your operation.
- Up to 75 transactions/mo
- Up to 2 bank accounts
- Monthly reconciliation
- P&L + balance sheet
- Quarterly check-in call
- Up to 200 transactions/mo
- Up to 4 bank accounts
- Full reconciliation (all accounts)
- Monthly financial statements
- Monthly strategy call
- AP/AR oversight
- Unlimited transactions
- Up to 6 bank accounts
- Full financial oversight
- Custom reporting & dashboards
- Bi-weekly calls
- Payroll coordination support
- Priority response (48hr)
Bank accounts include checking, savings, credit cards, and lines of credit. Loan and investment accounts are scoped separately and quoted per engagement.
Tax strategy & planning
Tax season shouldn't be a surprise. We work with you throughout the year to minimize your liability, maximize your position, and make sure every return is filed with intention — not just compliance.
- Federal + state return
- Standard deductions review
- Prior year comparison
- Post-filing debrief call
- Everything in Individual
- Itemized deductions analysis
- Investment/rental income
- Year-ahead planning session
- Estimated quarterly tax calc
- Business entity return
- Owner personal return included
- Entity structure optimization
- Sales & use tax guidance
- Full year-end strategy session
Complex multi-entity engagements and financial modeling are scoped individually. Contact us for a custom quote.
Tax resolution
Facing back taxes, a tax levy, or IRS debt you can't manage? You don't have to navigate it alone. Wyn2It provides expert tax resolution services to help you get right with the IRS and state agencies — with a clear plan, honest guidance, and someone firmly in your corner.
Offer in compromise
Negotiate a settlement of your federal or state tax debt for less than the full amount owed. We assess your eligibility, build the strongest possible case, and manage the process from start to finish.
Tax levy resolution
A tax levy can freeze your accounts or garnish your wages without warning. We work directly with state agencies to address, negotiate, and resolve levies — stopping the disruption and protecting your finances.
Federal & state payment plans
Can't pay your full tax balance at once? We establish manageable installment agreements with the IRS and state tax authorities — structured around what you can actually afford.
Personal finance coaching
This is La'Keithia's favorite — and it shows. Personal finance coaching isn't about judgment. It's about clarity, accountability, and building a financial life that actually reflects your goals. We'll build your budget, tackle your debt, and map your future together.
- 3 x 60-min coaching sessions
- Custom budget framework
- Debt reduction roadmap
- Savings goal plan
- Email support between sessions
- 6 x 60-min coaching sessions
- Everything in Foundation
- Full financial vision plan
- Spend management system
- Mid-program financial check-in
- 30-day post-program support
Business advisory
For business owners who are ready to stop reacting and start leading. Wyn2It advisory goes beyond accounting — it's strategic financial guidance, performance oversight, and a partner who shows up invested in your growth.
- Monthly advisory session (90 min)
- Business financial health review
- Goal-setting & accountability
- Email support
- Bi-weekly advisory sessions
- Financial modeling support
- KPI dashboard setup & review
- Cash flow forecasting
- Priority access & response
- Fractional CFO-level advisory
- Weekly touchpoints
- Merger/acquisition support
- Investor & board reporting
- Custom scope & deliverables
Not sure which tier is right for you?
Every client engagement starts with a conversation. Let's talk through where you are, where you're going, and what level of support will get you there.
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