Clear pricing.
No surprises.
We believe in upfront, transparent pricing. Everything is clearly scoped before we begin any work, so you always know exactly what you're paying for.
Tax Advisory Services
Proactive, year-round tax advisory and support.
Solo
Keep more of what you earn with a tax strategy built around you.
Tax Advisory
- Annual Tax Strategy MeetingAnnual Tax Strategy Meeting
- Individual Tax PlanIndividual Tax Plan
Tax Preparation
CPA Support
- Tax Notice AssistanceTax Notice Assistance
- Year-Round CPA AccessYear-Round CPA Access
Strategic
Maximize your savings with proactive tax advisory and compliance.
Onboarding & Setup
Tax Advisory
- Semi-Annual Tax Strategy MeetingsSemi-Annual Tax Strategy Meetings
- Individual Tax PlanIndividual Tax Plan
- Business Tax PlanBusiness Tax Plan
- Passthrough Entity Tax PlanPassthrough Entity Tax Plan
Tax Preparation
Shareholder Payroll
- Gusto Software Subscription IncludedGusto Software Subscription Included
- Reasonable Compensation Analysis & OptimizationReasonable Compensation Analysis & Optimization
- Shareholder Payroll PlanShareholder Payroll Plan
- Shareholder Payroll Processing²Shareholder Payroll Processing²
- Quarterly & Annual Payroll Tax FilingsQuarterly & Annual Payroll Tax Filings
CPA Support
- Tax Notice AssistanceTax Notice Assistance
- Year-Round CPA AccessYear-Round CPA Access
Fractional CFO Services
Strategic leadership to scale your business.
Growth
Expert financial guidance and clear insight into your numbers, so you can make confident, data-driven decisions.
- Monthly Advisory MeetingsMonthly Advisory Meetings
- Cash Flow ForecastingCash Flow Forecasting
- KPI TrackingKPI Tracking
- Budgeting & PlanningBudgeting & Planning
Scale
Hands-on financial leadership embedded in your executive team, driving strategy as your business scales.
- Everything in Growth, plus:Everything in Growth, plus:
- Advanced Scenario ModelingAdvanced Scenario Modeling
- Vendor & Contract ReviewVendor & Contract Review
Bookkeeping Services
Clean books. Clear decisions.
Essentials
Books reconciled every quarter and ready for tax time.
- Dedicated CPADedicated CPA
- Transaction CategorizationTransaction Categorization
- Quarterly ReconciliationQuarterly Reconciliation
- Quarterly Financial ReportsQuarterly Financial Reports
Insights
Books reconciled every month for year round visibility.
- Everything in EssentialsEverything in Essentials
- Monthly ReconciliationMonthly Reconciliation
- Monthly Financial ReportsMonthly Financial Reports
Both plans include up to 2 bank and/or credit card accounts and up to 75 monthly transactions.
A La Carte Services
Individual services available outside of our comprehensive advisory plans.
Tax Preparation
Accurate and timely filing for your business and personal tax returns.
Individual Tax Preparation
Includes a joint tax return filing with up to one rental property, one business activity, and one state.
Business Tax Preparation
Preparation of S corporation or partnership tax returns.
Tax Return Add-Ons
Additional State Tax Return
Preparation and filing for each additional state income tax return.
Additional Business Activity
Schedule C tax preparation for sole proprietors or single-member LLCs.
Additional Rental Property
Rental property tax preparation, including depreciation optimization and tracking. Bulk discount available.
Additional Brokerage Statement
Tax preparation for additional investment accounts. Bulk discount available.
Additional K-1 Statement
Tax preparation and reporting for additional Schedule K-1s. Bulk discount available.
Ready to get started?
Schedule a free consultation to discuss your business needs and see which services are right for you.
Book Your Consultation