Choose the Right Plan For You

Simple Pricing. Better Results.

What's Included

Comprehensive Tax Preparation (Federal + State)

"Tax Planning & Initial Implementation (Expected 200% ROI)"

One-Time Planning & Setup Fee

Strategy Zoom Meetings

Estimated Tax Projections

Estimated Tax Assistance

Planning Meetings with Your Financial & Estate Team

IRS & State Notice Response (up to 3 per year)

IRS Audit Support (up to 10 hours per year)

Emergency Access

Video Review of Tax Returns

Zoom Call Review of Tax Returns

Secure Client Portal

24/7 Cloud Access to Gather, Organize & Sign Tax Docs

Pro – From

$595/mo

✔

Custom Quoted

Bi-annual

Quarterly

❌

✔

❌

✔

❌

✔

Elite – From

$795/mo

✔

Custom Quoted

Unlimited

Quarterly

Unlimited

✔

Easy Add-Ons:

Business Setup Support

Get your business started on the right track.

Entity selection & formation
(LLC, Corporation, etc.)
IRS & State Tax ID registration
Payroll setup & implementation
Bookkeeping & accounting system setup

Payroll Setup

Set up payroll the right way from the start.

Employer payroll registration (federal & state)
Payroll software setup
Reasonable compensation analysis for officer salary

Bookkeeping Support

Stay organized and keep your finances up to date.

Monthly bookkeeping
Bank & credit card reconciliations
Financial statement preparation & reporting

FAQs

Other tax places just look at what happened, we're all about getting you more money and lowering your taxes.
Hop on a free Strategy call, we'll figure out what you need and find the best package and price for you.
Book a call today, let's start saving you money.
We're pros at helping professionals and business owners with their taxes and business. Book a call, we'll chat about what you need and find the right service for you.

What’s included (and not included) in our different plans?

Tax Projections

If your plan includes a Tax Projection, this means:

We’ll provide one projection of the total number of taxes owed based on the estimated income you’ll earn in a given year.
We can compare that total number to what you paid in your last filing to project the difference so there are no surprises in your next filing.

What’s not included:

Providing a tax projection of your estimated taxes does not include providing advanced tax strategies to reduce or minimize your overall tax bill.
Sometimes, there are strategic and legal ways to minimize your taxes. Doing this takes time, resources, and expertise.
If you want that level of service, make sure to choose a service level with us that includes “Tax Planning”

Tax Planning

If your plan includes Tax Planning, this means:

We’ll use our time, knowledge, expertise, and resources to identify legal and strategic ways to minimize the taxes you owe.
Much of this work needs to be completed before the end of the calendar year to impact that year’s taxes, though some strategies can still be implemented after year-end.
Tax planning is a completely custom exercise for every individual or business. Tax strategies that are great for one person could be disastrous or completely illegal for someone else, so this process is important and requires care to execute correctly.
Tax planning is also a critical part of your overall plan as your tax advisor is the only person on your financial team who can accurately advise on the tax implications of all financial decisions you make throughout the year.

What’s not included: