Starts at $150 per month*

This package is designed for individuals looking for essential tax guidance and planning. Our CORE package would be a good fit for you if you have a solid financial foundation, and need a structured approach to tax planning and preparation.

This package includes your personal tax return preparation, as well as bi-annual tax planning and projections session.

Your financials must be up to date at the time of the tax planning session.

The base price includes Schedule C prep, additional schedules and circumstances might incur additional charges at tax time

Starts at $220 per month*

Ideal for those who want a more in-depth tax strategy with ongoing financial oversight. Our PLUS package would be a good fit for you if you need more frequent reviews to ensure accuracy and optimize tax-saving opportunities throughout the year.

This package includes your personal tax return preparation, bi-annual books review, as well as bi-annual tax planning and projections session.

The base price includes Schedule C prep, additional schedule and circumstances might incur additional charges at tax time

Starts at $380 per month*

Our most comprehensive package is perfect for individuals seeking a full customized, year-round tax planning experience. This package includes your personal tax return preparation, as well as quarterly books review and quarterly tax planning and projections session to avoid any surprises.

*The base price includes Schedule C prep, additional schedules and circumstances might incur additional charges at tax time

Starts at $250 per month*

Essential tax planning for business owners who have a solid financial foundation, but are looking for expert guidance. This package includes your business tax return preparation, as well as bi-annual tax planning and projections session.

Your financials must be up to date at the time of the tax planning session.

The base price includes Schedule C prep, additional schedules and circumstances might incur additional charges at tax time

Starts at $320 per month*

Our PLUS package is a proactive approach for growing businesses that require financial oversight and adjustment throughout the year. This package includes your business tax return preparation, bi-annual books review, as well as bi-annual tax planning and projections session.

The base price includes Schedule C prep, additional schedule and circumstances might incur additional charges at tax time

Starts at $380 per month*

A fully customized, year-round planning and preparation experience for business owners looking for that hands on support and strategizing from industry experts. Our most comprehensive package includes your personal tax return preparation, as well as quarterly books review and quarterly tax planning and projections session.

*The base price includes Schedule C prep, additional schedules and circumstances might incur additional charges at tax time