Pricing
Simple, transparent tax packages designed for the level of support you need.
Individual Tax Packages
Personalized tax preparation and planning to help you keep more of what you earn.
Starting at $400/year
Growth
Everything in Essentials
One tax planning meeting
One tax projection
Extension filing, if needed
Enhanced client support
IRS notice assistance
Starting at $750/year
Essentials
Tax return preparation
Tax delivery
Secure document storage
Client support
Essentials
Tax return preparation
Tax delivery
Secure document storage
One tax planning meeting
One tax projection
Extension filing, if needed
Enhanced client support
IRS notice assistance
Starting at $1,600/year
Growth
Everything in Essentials
Two tax planning meetings
Two tax projections
Priority client support
Power of Attorney setup
Entity Review
Strategic
Everything in Growth
Two tax planning meetings
Two tax projections
Priority client support
Basic IRS representation
Power of Attorney setup
Installment plan modification
Starting at $1,200/year
Business Tax Packages
Comprehensive tax and advisory support for your business at every stage.
Starting at $2,200/year
Strategic
Everything in Growth
Quarterly planning meetings
Quarterly tax projections
Basic IRS representation
Starting at $3,400/year
Tax CFO
Starting at $1,500/month
Strategic financial leadership to help your business grow and thrive.
Everything in Strategic
Cash flow management
Budgeting & forecasting
KPI management
Scenario planning
Profitability analysis
Bookkeeping
Starting at$350/month
Pricing is based on transaction volume, number of accounts, and the complexity of your bookkeeping needs.
Accurate bookkeeping that maximizes tax planning and leads to strategic financial decisions.
Monthly transaction categorization
Bank and credit card reconciliations
Financial statement preparation
QuickBooks online support
Accounts receivable and payable review
Payroll entry review
Year-end accountant-ready financials
Accurate tax reporting