Three women sitting at a counter near a large window with a view of trees and parking lot outside. One woman with long dark hair is smiling and looking at another woman with blonde hair wearing a white jacket. The third woman has dark hair and is looking downward. The interior has hanging light fixtures and plants.
Watermark Round Background Accent
Watermark Accent Yellow

Our Packages

We offer a range of service tiers to meet the unique needs of your business. Don’t worry if you’re not sure which level is right for you. We’ll help you understand your options and find the right service for you.

Tier 1

Basic Tax
Solutions

  • Annual tax preparation

  • New client welcome call

  • Review of prior 2 years tax returns

  • One meeting with CPA

Tier 2

Fundamental Tax
Planning

Starting From
$2,250

  • Everything in the Basic Package plus:

  • Two Planning Meetings

  • IRS Notice Support

Starting From
$3,000

Tier 3

Strategic Tax
Advantage

  • Everything in the Tax Planning Package plus:

  • Two Additional Planning Meetings

Starting From
$3,750

  • Additional Meetings: $300/hour, billed upon completion

  • S-Corp Payroll Support: $150/quarter, billed annually on January 1

  • QuickBooks Cleanup: $200/hour, billed upon completion

  • Financial Analysis Reports: $300/hour, billed upon completion

  • Year-End Tax Strategy Review: $500, billed upon completion

Add Ons

Work With Us