Tax planning, filing, and year-round guidance in one package

Proactive tax strategies, tax preparation, and year-round guidance designed to maximize your deductions and minimize your tax liability.

Tax Planning Packages

Made for the successfully self-employed.

	Business	Individual
	Starts at	Starts at
Monthly Investment:	$850/month	$650/month
Tax Prep
Individual Returns - Fed & State	✔	✔
Business Returns - Fed & State	✔
W-2s & 1099s	✔	$40 per form

Advisory
Touchpoint Calls	✔	✔
Quarterly Tax Estimates & Reminders	✔	✔
Annual Tax Projection (Fall-Winter)	✔	✔
Semi-Annual Tax Projections (Summer)	✔
Email Support	✔	✔

Books, Payroll & Extras	✔	✔
Books Cleanup	✔	✔
Single Owner Payroll	✔
Multi-Scenario Analyses	✔	✔
Cost/Benefit Comparisons	✔	✔
Year-Round Guidance	✔	✔
IRS & State Notice Response (2 per year)	✔	✔

Initial Year Tax Plans starting at $4,997

	Level 3	Level 2	Level 1	Basic Package
Monthly Investment:	Custom Rate	Starts at	Starts at	Included with Your
	Call for Quote	$549/month	$449/month	Tax Plan Package
Accounting Services
Categorize Over 500 Transactions per Month	✔
Categorize Up to 500 Transactions per Month		✔
Categorize Up to 200 Transactions per Month			✔
Monthly Reconciliation of Bank and Credit Cards	✔	✔	✔
Quarterly Reconciliation of Bank and Credit Cards	✔	✔	✔	✔
Clean-up & Backwork (Mass Recategorization of Trx)	$85/hr	$85/hr	$85/hr	$95/hr
Pulling Monthly Bank and Credit Card Statements	✔	✔	✔	✔

Payroll Services
Recording and Reconciling All Payroll Activity	✔	✔	✔	✔
Adjust Payroll as Necessary For New Information	✔	✔	✔	✔
Employer Payroll State Tax Registration	$199/state + state fees	$199/state + state fees	$199/state + state fees	$199/state + state fees

Support
Unlimited Support - Phone, Email, & Video Chat	✔	✔	✔	✔
Screen Record & Screen-Share Communication	✔	✔	✔	✔
Prioritized Communication System	✔	✔	✔	✔
24/7/365 Access to Secure Digital Workspace	✔	✔	✔	✔

Education
Coaching on Proper Bookkeeping/Recordkeeping	✔	✔	✔	✔
Coaching on Business Activity vs Personal Activity	✔	✔	✔	✔