Services & Pricing
Strategic Tax Planning Packages
For Your Growing Business
Our planning fee is one-time, but the savings continue year after year. If we can’t find at least 2x your fee in first-year savings, we won’t take you on. Because we only offer a strategy that pays for itself—and then some.*
*Only applies to the planning fee to the Growth Accelerator and Strategic Wealth Builder
Features | Compliance Essentials | Growth Accelerator | Strategic Wealth Builder |
|---|---|---|---|
Solid, no-frills compliance for business owners who want accurate returns, clean records, and peace of mind. Includes year-end planning, a review of last year’s filings, and reliable tax prep done right | For growing businesses ready to get proactive. You’ll start with a deep-dive planning session, then get quarterly strategy calls, faster support, and notice response—so you can scale with clarity and control. | Built for high-level entrepreneurs who want advanced, high-touch planning and a true strategic partner. Includes full advisory access, projection planning, and audit support when it matters most. |
Pricing | Starting at $275/mo | Starting at $575/mo + $5k one time fee | Starting at $875/mo + $10k one time fee |
|---|---|---|---|
Annual Pre-Pay (12-mo)Up-front price & savings | $3,000 (save $300) | $6,000 (save $900) | $9,540 (save $1,410) |
Best for Businesses With | under $250K in annual revenue | revenues $250K –$750K/year | $750K+ in revenue |
Commitment Term | 12 months | 12 months | 12 months |
Entity & Personal Tax Returns | ✓ | ✓ | ✓ |
Secure Portal Access & Document Tracking | ✓ | ✓ | ✓ |
Prior-Year Tax Review | ✓ | ✓ | ✓ |
Year-End Planning Meeting (Q4) | ✓ | ✓ | ✓ |
Mid-Year Planning Meeting (Q2) | — | ✓ | ✓ |
Quarterly Strategy Meetings (Q1–Q4) | — | ✓ | ✓ |
IRS/State Notice Response | — | ✓ | ✓ |
48-Hour Response Time & Unlimited Email Support | — | ✓ | ✓ |
Unlimited Pre-Scheduled Phone Calls | — | — | ✓ |
Year-End Projections | — | — | ✓ |
Audit Support(response drafting, up to 10 hrs) | — | — | ✓ |
Bookkeeping Add-On(starts at $200/mo) | + | + | + |
I had an exceptional experience working with Darina for my personal tax return. She's very knowledgeable about tax planning for small business owners and goes above and beyond to explain potential tax strategies. She not only has a deep understanding of tax, but also has superior technology that makes tax filing simple.
Melissa Massino
2025-03-31
V Iiliev
2025-03-13
I've been doing my business and personal taxes with Darina. She has always been helpful and responsive to all my questions!
Mitko Mlekov
2025-02-22
I had the pleasure of working with Darina for my accounting needs, and I couldn't be more satisfied with the service. From the very beginning, she demonstrated exceptional professionalism, attention to detail, and deep expertise in accounting and financial management. Darina made the entire process seamless, ensuring that everything was accurate and completed on time. Whether it was tax preparation, bookkeeping, or financial planning,