PLANS
Plans that help you, every step of the way
Pick a plan tailored for you —
TAX PREPARATION
All Inclusive:
1. Tax return preparation
2. Quarterly tax estimates
3. IRS notice resolution*
4. All-in-one tax app
5. Key dates tax calendar
6. Tax summary dashboard
Included with Tax Planning:
7. IRS audit representation*
8. One-on-one return review
Individual | Starting at $500
Sole Proprietor | Starting at $750
Business Entity | Starting at $2,000
Speak with a CPA for a quote.
TAX PLANNING
All Inclusive:
1. Bi-annual strategy meetings
2. Optimal entity evaluation
3. Income & expense shifting
4. Retirement plan assessment
5. Credit & deduction optimizer
6. Officer compensation analysis
7. Year-around access for tax questions
Custom Tax Plan | Starting at $3,600
Speak with a CPA for a quote.