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

Essential Tax
Support

  • Annual tax preparation

  • Annual tax review meeting

  • Ongoing access to our team for tax questions and guidance

  • IRS notice review and response

  • Safe harbor estimated tax payments

Tier 2

Strategic Tax
Planning

$350 per month plus tax prep starting at $2,250

  • Annual tax preparation

  • Semi annual meetings with CPA

  • Ongoing access to our team for tax questions and guidance

  • IRS notice review and response

  • Custom quarterly estimated tax calculations

  • Collaboration with your financial team

$700 per month plus tax prep starting at $2,250

Tier 3

Proactive Tax
Strategy

  • Annual tax preparation

  • Quarterly strategy meetings with CPA

  • Ongoing access to our team for tax questions and guidance

  • IRS notice review and response

  • Custom quarterly estimated tax calculations

  • Collaboration with your financial team

  • Life event trigger meetings

  • Proactive communication for relevant tax law changes

$1,250 per month plus tax prep starting at $2,250

Work With Us