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. All-in-one tax app
4. Key dates tax calendar
5. Tax summary dashboard
6. One-on-one tax return review
Individual
Starting at $600
Sole Proprietor
Starting at $850
Business Entities
Starting at $1,900
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. Full year access for questions
Annual Tax Planning
Starting at $330 monthly
Speak with a CPA for a quote.
BOOKKEEPING
All Inclusive:
1. Income and expense tracking
2. Bank reconciliations
3. Clean financial records
4. Monthly financial statements
5. Standard year-end journal entries
Monthly Bookkeeping
Starting at $400 monthly
Speak with a CPA for a quote.