Choose the Perfect Level of Help
Four Simple Options
1. Personal Bundle
Faster progress towards your Personal Goals.
Streamlined Taxes + Strategic help year-round.
Starting at $89/Month
• Cashflow, Networth, & Withholding Analysis to ensure your paycheck is aligned with your goals.
• Personal Threats checklist to ensure you’re paying the least amount of tax possible.
• IRS Correspondence Assistance. Never have to stress about a letter from the IRS or State.
• Pain-Free Tax Preparation & Filing.
• Year-Round Access to our expert team so you’ll always know you’re on the right track
2. Business Bundle
Lower your tax bill, increase cash flow year-round,
help with your accounting and payroll.
Starting at $399/Month
• Maximum tax savings process
• Improve your monthly cash flow, understand your financial health indicators, and neutralize business threats.
• Tax preparation, Automated Accounting, & Payroll Included.
3. New Business Start-Up Package
Everything you need to start a new business
and begin pumping out cash.
Starting at $1,500-$2,800+ based on your needs.
• Business Concept Validation
• Customized Business Planning
• Entity Structure Optimization
• Federal, State, & Local Filings
• Automated Accounting & Payroll Setup
• Profit Accelerator Process
4. Accounting Success Package
Automated Accounting so you can use your
numbers to grow your business & stress less.
Starting at $199/month based on your needs
• Modern Accounting Management, done for you. Just say “no” to busy work and get back to growing your business.
• Up-to-date financials and reports so you can always make the best decisions based on your cash flow.
• Year-Round Monitoring and Strategic Recommendations so you can use your numbers to reach your goals faster.
FAQ’s
⊕ What makes you different than traditional tax firms?
Traditional tax firms focus on historic work - they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus our work on helping you achieve better results in the future. Because of this, we can help our clients pay the least amount of tax possible and make more progress toward their goals.
⊕ How do I know which package is right for me?
We'll make sure we align the right package with your goals. During your fee Strategy call, we'll identify your unique needs, and ensure you're enrolled in the right package, at the right price.
⊕ When should I get started?
Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and implement a strategy for better results. Don't wait.
⊕ Do you work with clients in all industries?
We specialize in working with professionals and business owners that want better results in their tax & business lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier. If you really want better results in your financial & business life, book a call with us. We'll discuss your needs and align you with the right service. If we can't help for any reason, we'll point you in the right direction for who can.