How It Works
1
Book a Free Discovery Call
We talk about your business and figure out which package fits your needs.
2
Get Your Custom Proposal
Within 48 hours, you get a clear proposal with pricing and next steps
3
Start Saving
We get to work right away. No confusing contracts, no surprises. Just results.
Our Service Packages
Every package includes secure digital delivery, a dedicated advisor, and clear communication at every step.
The Foundation
Tax Preparation Done Right
$500 - $2,500 /year
WHAT YOU GET
- Federal and state tax return preparation
- Prior-year review for missed deductions
- Post-filing summary showing what to do differently next year
- Secure digital delivery of everything
BUSINESS OWNERS
Business + personal return, LLC/S-Corp filing
NONPROFITS
Form 990 preparation, compliance review
Best for: Business owners who need accurate, timely filing and want to see what they are missing.
The Strategy
Tax Prep + Proactive Planning
$2,500 - $5,000 /year
WHAT'S INCLUDED
- Everything in The Foundation, plus:
- Custom proactive tax plan for the year ahead
- Entity structure review (LLC vs. S-Corp analysis)
- Quarterly estimated tax payment schedule
- Mid-year strategy call to adjust your plan
SERVICE-BASED BUSINESSES
S-Corp election analysis, retirement planning review
NONPROFITS
Board-ready financial summary, grant compliance check
Book Your Tax Savings Assessment
You need accurate filing and want to see what you have been missing
The Partnership
Year-Round Full Advisory
$5,000 - $10,000+ /year
WHAT'S INCLUDED
- Everything in The Strategy, plus:
- Monthly or quarterly bookkeeping oversight
- Real-time tax projections updated each quarter
- Priority advisor access (48-hour response window)
- Annual financial review with written action plan
- Unlimited email support for tax questions
SERVICE-BASED BUSINESSES
Payroll guidance, contractor vs. W-2 analysis, profit planning
NONPROFITS
Financial policy review, donor reporting support, audit prep
Best for: Established businesses that want a trusted advisor in their corner all year.
Available Add-Ons
Need something extra? These can be added to any package.
| Amended Return Filing |
$300 - $750 per return |
| Additional State Tax Return |
$200 - $500 |
| Quarterly Bookkeeping (ongoing) |
$500 - $2,000 |
| Payroll Setup and Advisory |
$300 - $800/month |
| Bookkeeping Cleanup (one-time catch-up) |
$500 - $1,500 |
| IRS/State Notice Response |
$250 - $1,000 |
Not Sure Which Package Is Right?
That is exactly what the discovery call is for. We will review your situation,
answer your questions, and recommend the right fit. No pressure, no
obligation.
"The plans of the diligent lead to profit."
Proverbs 21:5