Choose the plan that's right for you.

We have created structured packaged options to suit your regular business needs, so we can provide real time advice anytime you need it.

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
Kick-off consultation
Business tax return
Personal tax return
Secure portal & file sharing
Full service bookkeeping & reporting
Tax planning to save money
Audit protection & representation
IRS & state notice resolution
Tax updates & news
Quarterly strategy calls to improve profit
Compensation & payroll planning
In-person meeting access
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