Accounting & Tax Packages

Starter

Practices with revenue under $200K

$300 / month

Get Starter
  • Quarterly Bookkeeping
  • Quarterly Financial Statements
  • Individual & Business Tax Reporting
  • Quarterly Check In's
Key Features
  • Entity Formation Support
  • Registered Agent
  • Payroll Software Training
  • Accounting Software Training
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Professional

Practices with revenue of $200K - $500K

$600 / month

Get Professional
  • Everything in Starter plus:
  • Monthly Bookkeeping & Financial Statements
  • Strategic Tax Planning
  • Monthly Check In's
Key Features
  • Consultations with Tax Advisor
  • Payroll & Employer Taxes Guidance
  • Owner Compensation Strategy
  • Ongoing Support
Explore Professional

Enterprise

Practices with revenue of $500K+

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Contact Us
  • Everything in Professional plus:
  • Advanced Financial Analysis
  • Business Growth Modeling
  • Cash Flow Forecasting
Key Features
  • Year-round tax strategy
  • Vendor liaison
  • Dedicated accounting resources
  • Capital raising & Funding support

Tax Services

Individual Tax

Individual tax return preparation starts at

$250+

Get Started
  • Federal Tax Return
  • State Tax Return(s)
  • Estimated Tax Deposits
  • Tax Summary & Explainer Video
Benefits
  • Prepared by licensed professional
  • Questions are welcome
  • Opportunities to save taxes
  • Touchless virtual process
Explore What This Looks Like

Business Tax

Entity tax return preparation starts at

$500+

Get Started
  • Federal Tax Return
  • State Tax Return(s)
  • Q2 Tax Planning Session
  • Tax Summary & Explainer Video
Benefits
  • Prepared by licensed professional
  • Tax Reconciliations
  • Tax Elimination Strategy
  • Touchless virtual process
Explore What This Looks Like

Tax Consulting

Individual & Business Tax Consulting at

$125 / hour

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  • Subject Matter Expertise
  • Comprehensive Tax Strategies
  • Creative Solutioning
  • Tax Incentives & Credits
Benefits
  • Consultation with licensed professional
  • Compensation & benefits
  • Look back scenarios
  • Virtual communication

Other Services

LLC Form

Entity creation

$500 + gov't

Form My LLC

QBO Training

Instructor led QuickBooks Online

$250

Get QBO Training

Consulting

All Other Matters

$125 / hour

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Our team

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