Basic
$200 per month
I keep my own books...
Want my taxes prepared timely
I'm ok with limited advice
I may choose add-on services
Standard
$400 per month
I want you to keep my books...
Want tax planning & preparation
I prefer ongoing advice
I may choose add-on services
Premium
$600 per month
I want you to keep my books...
Want tax planning & preparation
Desire ongoing advice & strategy calls
Seek a deep professional relationship
Unlimited support
Email
Email/Phone
Email/Phone
Secure portal & file sharing
Full service bookkeeping & reporting
Tax planning to save money
Audit protection & representation
IRS & state notice resolution
Quarterly strategy calls to improve profit
Compensation & payroll planning
Timely services & peace of mind
Rapid replies, sound resolutions, personalized service, done right
Tax reduction & profit enhancement
Insights to uncover opportunities for savings and earnings
Security & Privacy of your data
Committment to outstanding security and privacy protocols