Our Services
Every business has different needs depending on its stage, structure, and goals. Whether you’re launching your first venture, managing a growing operation, or scaling an established company, our service packages are built to match your level of complexity and deliver exactly what you need—no more, no less. Review each option below to find the level of support that aligns with your current position and future plans.
Start Up
If you’re a new business owner or filing taxes for the first time, the Start Up Package gives you a structured system to avoid costly mistakes and build a financially sound operation. It covers all corporate and personal tax return filings to keep you compliant and on schedule. You’ll get two strategic planning calls per year to analyze your financials, catch problems early, and adjust tax strategies before year-end. It also includes direct guidance on choosing the right business entity—LLC, S Corp, or C Corp—based on your specific goals. Every aspect of the plan is designed to connect your business and personal finances in a way that minimizes taxes and strengthens long-term stability.
Starts at $515/month. Schedule a Call
Basic
If you own a small business and need consistent oversight beyond basic tax filing, the Basic Package delivers structured compliance and proactive monitoring. It includes full corporate and personal tax return preparation, plus two annual strategy calls to keep your tax plan aligned with changing business conditions. IRS account monitoring flags issues like missed filings or underpayments before they become problems. You also get limited audit protection, meaning support in handling IRS letters and preparing necessary documents. This package expands your tax planning with targeted strategies built around your specific entity type and financial objectives—ensuring you’re not just compliant, but optimized.
Starts at $818/month. Schedule a Call
Premium
If you run an established business and need responsive, hands-on support, the Premium Package delivers continuous engagement and high-level oversight. It includes everything in the Basic Package, plus quarterly advisory calls to adjust your tax strategy in real time. You’ll receive full payroll support—covering compliance, tax filings, and proper employee classification—so payroll doesn’t become a liability. A guaranteed 48-hour response time ensures urgent questions and issues are resolved without delay. Tax planning is aggressive and targeted, focused on maximizing deductions and minimizing liabilities. Standard audit protection covers direct support in the event of an IRS audit. This package is built for business owners who require speed, clarity, and expert intervention at every stage.
Starts at $1,515/month. Schedule a Call
Gold
If your business is scaling and you need constant visibility into financial performance, the Gold Package provides a fully integrated, high-contact financial system. It includes everything from the Premium Package, plus monthly strategy calls for deep analysis, tax positioning, and performance tracking. Full-service bookkeeping keeps your financials current, accurate, and always tax-ready. A guaranteed 24-hour response time ensures rapid support on any issue. Tax planning is exhaustive—covering entity structure, owner compensation, and forward-looking strategies. Premium audit protection is built in. This is a full-scope solution for business owners who demand precision, speed, and real-time financial intelligence.
Starts at $2,460/month. Schedule a Call