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
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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.
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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.
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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.
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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.