Pricing

Business Entities

Choose the Right Plan for You:

Full Service Advisory

$3,800 Monthly starting at
  • Quarterly Tax Strategy Calls
  • Entity review
  • Owner Payroll Allocation
  • Retirement Plan Review
  • Business Tax Return
  • Review of all IRS/State letters received (*see notes below)
  • Monthly Bookkeeping
  • Cash Flow Tracking
  • Succession Planning
  • Business Advisory
  • Bi-weekly Payroll
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Advanced Tax Strategies

$950 Monthly starting at
  • Bi-Annual Tax Strategy Calls
  • Entity review
  • Owner Payroll Allocation
  • Retirement Plan Review
  • Business Tax Return
  • Review of all IRS/State letters received (*see notes below)
  • Add: Monthly Bookkeeping Subscription starting at $500
  • Add: Monthly Payroll Subscription starting at $250
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Tax Planning Basics

$675 Monthly starting at
  • Year-end Tax Planning Basics
  • Entity review
  • Owner Payroll Allocation
  • Retirement Plan Review
  • Business Tax Return
  • Review of all IRS/State letter received (*see notes below)
  • Add: Monthly Bookkeeping Subscription starting at $500
  • Add: Monthly Payroll Subscription starting at $250
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*Notes: Review of IRS/State letters received and all the correspondence with IRS/State agencies will be at the hourly fee of $250/hour. Tax Audit support will be case by case basis with the hourly fee.

Individual Tax

Choose the Right Plan for You:

Pro

$5,450 Annually starting at
  • Individual tax return preparation: Included
  • Tax Return review: Zoom/In-Person
  • Estimated Quarterly Taxes: Actual Income
  • Tax projections: Quarterly
  • Personalized tax plan: Three (3) Tax Scenarios
  • Tax strategy calls: 4 times per year
  • Review all IRS/State letters received: See notes below*
  • Tax Audit Support: See notes below*
  • Email Support: Unlimited
  • Extension (US firms): Clients Discretion
  • International related tax matter reviews: Zoom video/In-person
  • Client document submission: Electronic
  • Payment Terms: 50% upfront / 50% completion
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Core

$2,550 Annually starting at
  • Individual tax return preparation: Included
  • Tax Return review: Zoom video
  • Estimated Quarterly Taxes: Safe Harbor
  • Tax projections: Semi Annual
  • Personalized tax plan: One (1) Tax Scenarios
  • Tax strategy calls: 2 times per year
  • Review all IRS/State letters received: See notes below*
  • Tax Audit Support: See notes below*
  • Email Support: Unlimited
  • Extension (US firms): Clients Discretion
  • International related tax matter reviews: Zoom video
  • Client document submission: Electronic
  • Payment Terms: 50% upfront / 50% completion
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Basic

$650 Annually starting at
  • Individual tax return preparation: Included
  • Tax Return review: Zoom video
  • Estimated Quarterly Taxes: Safe Harbor
  • Tax projections: Annual
  • Personalized tax plan: N/A
  • Tax strategy calls: N/A
  • Review all IRS/State letters received: See notes below*
  • Tax Audit Support: N/A
  • Email Support: Limited
  • International related tax matter reviews: Zoom video
  • Client document submission: Electronic
  • Payment Terms: Flat Fee
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*Notes: Review of IRS/State letters received and all the correspondence with IRS/State agencies will be at the hourly fee of $250/hour. Tax Audit support will be case by case basis with the hourly fee.