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Choose Your Level of Dedicated Support

Enjoy year-round access to a dedicated team that helps you stay compliant, minimize taxes, and make confident financial decisions.

  • Monthly Books & Sales Tax

    626$
    Every month
    Most Popular Plan for Business Owners! Save Taxes - Become Strategic & Audit Proof!
     
    • 1 Hr. Monthly Accounting in QBO/Quicken/Xero
    • Join Live Monthly Accountant Session
    • 15 Min. Monthly Sales Tax Reporting/Payment Services
    • Two (2) Business Strategy Meetings (Mid Year & End of Year)
    • Unlimited Portal Tech Support
    • Unlimited IRS Account Support
    • IRS Monitoring
    • Set Appointments without Good Faith Deposit
    • ADD ON: Plan Includes 2 Owners - Add Owners $100/Month Each
    • + 25% Discount off Other Hourly Services

  • Business & Personal Bundle

    852$
    Every month
    GOAL: Expert assistance with both Individual & Business Taxes plus Professional Services.
     
    • Strategic VIP 1040 Plan
    • + Expert Monthly Bookkeeping
    • + Payroll

  • Monthly Business with Payroll

    1,026$
    Every month
    GOAL: PROSPERITY & GROWTH Ongoing expert service for whatever life throws at you and your ventures!
     
    • Everything in Monthly Plan (Books & Sales Tax)
    • + 1 Business Tax Return (up to 2 owners = $1,500 value)
    • Monthly Payroll Reconciliation
    • Annual Poster & Employee Notices Loaded
    • Annual State Registration Renewal (2 states)
    • 25% Discount on Other Services

  • 1040/1041 Strategic VIP Plan

    226$
    Every month
    Most Popular for Tax Time Only Clientele - 1040 and Sole Proprietor/Landlord Reporting - Estates and Trusts
     
    • 1040/1041 Income Tax Return + Sch A and A1
    • 1 State Income Tax Return
    • 1 Sch C or Rental Property Return
    • 4 Hours Tax Accounting/Tax Record Compilation (Jan 1-Mar 31)
    • 1 Hour In Person Scanning/Year
    • 2 Pre-Scheduled Tax Consults (Tax Time & Mid or Year End)
    • Unlimited Human Portal Tech Support
    • Unlimited IRS Account Tech Support
    • 1 Hour ID.me Set Up Support
    • Set Appointments without Good Faith Deposit
    • IRS Account Monitoring Included
    • + 20% Discount off Other Hourly Services/Extra Forms
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