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Choose Your Plan

  • Tax Planning

    500$
    Monthly starting at
     
    • Year-end Tax Planning and Projection
    • Quarterly Tax Estimates - Safe Harbor
    • Entity Structure Review
    • Owner Payroll Allocation
    • Retirement Plan Review
    • Annual Business Tax Return Preparation
    • Annual Personal Tax Return Preparation
    • OPTIONAL:
    • Review of all IRS/State Letters Rec'd starting at $500
    • Custom Quarterly Tax Estimates starting at $750
    • Monthly Bookkeeping Subscription starting at $500
    • Monthly Payroll Subscription starting at $250
  • MOST POPULAR

    Tax Advisory

    625$
    Monthly starting at
     
    • Everything in Tax Planning, PLUS:
    • Tax Strategy Calls 2x per year
    • Year-round Access for Tax Advice
    • Custom Quarterly Tax Estimates
    • Review of All IRS/State Letters Received

  • Tax Legacy

    2,500$
    Monthly starting at
     
    • Everything in Tax Advisory, PLUS:
    • Business Succession Planning
    • Estate & Gifting Tax Strategy
    • Trust Structure Coordination
    • Wealth Transfer & Step-Up in Basis Planning
    • Coordination with Attorneys & Advisors
    • Asset-Map Family Financial Tax Plan

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