THREE SIMPLE OPTIONS

Choose the Perfect Level of Help

Individuals

Faster progress toward your personal goals.
Streamlined Taxes + Strategic help year-round.

Starting at $89

  • Federal and state income tax estimates

  • Individual tax return

  • Unlimited email support

Additional Options:

  • Special projects at $200 per hour

Advisory Service

Lower your tax bill,
increase cash flow year-round, Help with your
accounting and payroll.

Starting at $400/month

  • Federal and state income tax estimates

  • Monthly account reconciliation

  • Monthly financial reports

  • Free Quickbooks Online Accounting software

  • Unlimited email support

Additional Options:

  • Payroll

  • Special projects at $200 per hour

Bookkeeping

Unlock your financial potential,
simplify bookkeeping,
and gain a financial roadmap
with our expert package.

Starting at $675

  • Bookkeeping

  • Monthly account reconciliation

  • Monthly financial reports

  • Free Quickbooks Online Accounting software

  • Quarterly financial strategy video meeting

  • Unlimited email support

Additional Options:

  • Payroll at $150 per month

  • Special projects with free 10 hours per year and $175 per hour thereafter

Wellness Package

Everything you need to start a new business and become profitable faster.

Starting at $1,500/month

  • Accounts payable management

  • Accounts receivable management

  • Bookkeeping

  • Budgeting and forecasting

  • Federal and state income tax estimates

  • Forecasting and strategic planning

  • Monthly account reconciliation

  • Monthly financial reports

  • Free Quickbooks Online Accounting software

  • Quarterly financial strategy video meeting

  • Unlimited email support

  • Unlimited phone support with appointment

Additional Options:

  • Payroll at $150 per month

  • Special projects with free 10 hours per year and $175 per hour thereafter

Wholesome Package

All-in-one financial powerhouse
with bookkeeping, tax planning, strategy and more!

Starting at $2,000/month

  • Accounts payable management

  • Accounts receivable management

  • Bookkeeping

  • Budgeting and forecasting

  • Federal and state income tax estimates

  • Forecasting and strategic planning

  • Monthly account reconciliation

  • Monthly financial reports

  • Business tax return

  • Free Quickbooks Online Accounting software

  • Quarterly financial strategy video meeting

  • Unlimited email support

  • Unlimited phone support with appointment

Additional Options:

  • Payroll at $150 per month

  • Special projects with free 10 hours per year and $150 per hour thereafter

  • Traditional tax firms focus on historic work - they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus on increasing your cash flow and decreasing your tax bill, so you can stress less and enjoy running your business again.

  • We'll make sure we align the right package with your goals. During your fee Strategy call, we'll identify your unique needs, and ensure you're enrolled in the right package, at the right price.

  • Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and spend more time on the things you love doing. Don't wait.

  • We specialize in working with professionals and business owners that want better results in their tax & business lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier. If you really want to have more fun running your business, book a call with us! We'll discuss your needs and align you with the right service. If we can't help for any reason, we'll point you in the right direction.

FAQ’s