Starting at $500/month

Ideal for: Solo service providers, new therapists, coaches

Includes:

- Monthly bookkeeping (for 1 bank account + 1 credit card)

- Additional accounts: $50/account/month

- Monthly financial reports

- Quarterly tax planning check-ins

- Gusto payroll setup/advisory (up to 2 employees or contractors)

- Email support

- QuickBooks & Gusto setup/integration support (client maintains subscription)

- Tax return not included. 

Starting at $1,000/month

Ideal for: Small teams or growing service businesses

Includes:

- Bookkeeping (up to 3 bank/credit accounts, $50 per additional)

- Monthly financial reports and check-in call

- Quarterly tax planning strategy sessions

- Payroll advisory (up to 5 employees or contractors)

- Quarterly estimated tax support

- Gusto and QuickBooks integration guidance

- Responses to IRS/state tax letters

- Annual business review

- Business Tax return included.

Starting at $2,000/month

Ideal for: Established businesses with teams and active tax strategies

Vitality Tax Retainer Packages

Includes:

- Bookkeeping (up to 5 accounts, $50 per additional)

- Weekly or bi-weekly financial check-ins and reporting

- Full payroll advisory and support (up to 15 employees/contractors)

- Monthly tax planning meetings with strategy tracking

- Gusto/QuickBooks oversight

- Quarterly estimated tax review

- Responses to IRS/state letters

- Dedicated account manager

- Annual business tax strategy review

- Business Tax return included