Choose the Perfect Level
Simple Pricing. Pick the perfect package to match your needs.
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Business Start-Up
Launch Your New Business
From $2,500 One-Time
Expert help to launch your new business the right way.
• Business Success Plan
Simple report to help you map out all the key areas of your business so you can maximize your succes at launch.
• Entity Setup
Help to select the right entity to maximize tax savings, state filings, and elections to make everything legal in the eyes of the IRS.
• IRS Filings
EIN and any needed IRS Filings so your new business can start accepting payments and generate profits.
• Accounting Setup
Help to set up your accounting platform and reports, so you have the insights you need to make the best decisions when running your new business.
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Business Standard
Tax & Accounting
From $600/month
For small businesses ready to grow. Automate your financials with pain-free tax filing.
• Expert Tax
We prepare and file your business and personal taxes to make “tax time” simple and pain-free.
• Annual Tax Review
One Full tax projection + post-filling analysis to track and discuss your progress before and after each filing.
• Full-Service Accounting
QBO software, Chart of Accounts, Monthly closeouts + year-end closeout for tax readiness.
• Strategic Reporting
Up-to-date Balance Sheet, P&L, and Cash Flow Statements.
• Tax Letter Response
If you receive a letter from the IRS or a state, we will explain what it means and help you craft the right response.
• Tech Tool Access
Included access to our client collaboration portal and secure storage.
• Simple Team Support
Email access to our team throughout the year for basic questions and support.
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Business Growth
Tax, Accounting, & Tax Reduction
From $1,500/month
Save on taxes through expert year-round planning.
Everything in the Standard, plus:
• Year-Round Tax Planning
Expert analysis of your income to ensure you’re minimizing your tax bill.
• Strategy Sessions
1-on-1 meetings as needed to review goals, meet with 3rd parties, and create an action plan to help you make progress.
• Cash Flow Analysis
We help you see key areas in your income and expenses that can help you make progress faster.
• Threats Analysis
We look at your business holistically to identify threats that could slow you down or knock you off track.
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Business Advanced
CFO Help
From $5,000/month
For mature companies. Advanced tax & financial strategies + fractional CFO help.
• Advanced Financial Strategy
Advanced tax & financial strategies so you can scale your business.
• Advanced Reporting
Loan & investor support reporting. Forecasting and bench-marking so you can fully see and understand key metrics.
• Advanced Implementation
Year-round help implementing advanced strategies custom to your unique business.
FAQ’s
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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 free 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.