
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) | + | + | + |
Growth Accelerator
Starting at $575/mo + $5k one time fee
Solid compliance for business owners who want accurate returns, clean records, and peace of mind.
Annual Pre-Pay (12-mo)Up-front price & savings $3,000 (save $300)
✓ Best for Businesses With under $250K in annual revenue
✓ Commitment Term 12 months
✓ Entity & Personal Tax Returns
✓ Secure Portal Access & Document Tracking
✓ Prior-Year Tax Review
✓ Year-End Planning Meeting (Q4)
+ Bookkeeping Add-On(starts at $200/mo)
Compliance Essentials
Starting at $275/month
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
Annual Pre-Pay (12-mo)Up-front price & savings $3,000 (save $300)
✓ Best for Businesses With under $250K in annual revenue
✓ Commitment Term 12 months
✓ Entity & Personal Tax Returns
✓ Secure Portal Access & Document Tracking
✓ Prior-Year Tax Review
✓ Year-End Planning Meeting (Q4)
+ Bookkeeping Add-On(starts at $200/mo)






