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Services & Pricing
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, retirement and 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 | — | — | ✓ |
Retirement Plan Analysis | — | — | ✓ |
Year-End Projections | — | — | ✓ |
Audit Support(response drafting, up to 10 hrs) | — | — | ✓ |
Bookkeeping Add-On(starts at $200/mo) | + | + | + |
Client Reviews
WHAT THEY’RE SAYING
Viktoriya Hristov, IL
“Darina has been doing my family taxes for many years. She is very attentive to detail and responsive when a request is made.I highly recommend her from everything to personal returns to business returns to just common knowledge and direction on what to do or how to handle taxes."
Bistra Kamburov, IL
"Darina is an excellent professional! The most important is that she is very responsive and she always takes initiative to help me with tasks that she sees me I'm struggling with! She is always answering my questions and I feel very relaxed and secure with her being my accountant! I strongly recommend her"
Hasan Samarxhiu, IL
“Very helpful ,easy to file tax with. Darina made the whole process seamless and simple . Looking forward to work with her for my yearly tax filings.”
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