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Choose Your Plan

  • Full Service Advisory

    1,500$
    Monthly starting at
     
    • Quarterly Tax Strategy Calls
    • Entity Review
    • Owner Payroll Allocation
    • Retirement Plan Review
    • Business Tax Return
    • Personal Tax Return
    • Review of all IRS/State letters received
    • Asset-Map Family Financial Plan
    • Monthly Bookkeeping
    • Cash Flow Tracking
    • Succession Planning
    • Business Advisory
    • Bi-weekly Payroll

  • Advanced Tax Strategies

    500$
    Monthly starting at
     
    • Tax Strategy Calls 2x per year
    • Entity Review
    • Owner Payroll Allocation
    • Retirement Plan Review
    • Business Tax Return
    • Personal Tax Return
    • Review of all IRS/State letters received
    • Add: Asset-Map Family Financial Plan for $1,500
    • Add: Monthly Bookkeeping Subscription starting at $500
    • Add: Monthly Payroll Subscription starting at $250

  • Tax Planning Basics

    350$
    Monthly starting at
     
    • Year-end Tax Planning Basics
    • Entity Review
    • Owner Payroll Allocation
    • Retirement Plan Review
    • Business Tax return
    • Personal Tax Return
    • Add: Review of all IRS/State Letters Received for $500
    • Add: Asset-Map Family Financial Plan for $1,500
    • Add: Monthly Bookkeeping Subscription starting at $500
    • Add: Monthly Payroll Subscription starting at $250
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