For businesses. Monthly pricing is $999, or $899 per month when billed yearly. Includes year-end tax projections, year-end financial close, monthly account reconciliation, monthly management reports, business and tax structure analysis, business tax returns prepared and filed, weekly bookkeeping categorization, a free QuickBooks Online subscription, quarterly tax estimate calculations, personal tax returns prepared and filed, annual corporate compliance support, professional support via Slack, email and Zoom, additional tax and accounting for real estate investments, additional business tax returns for second businesses, state residency studies, long-term retirement planning, and basic estate tax analysis.

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Offer

Platinum Tax Plan

For multi-business owners. Monthly pricing is $535, or $481 per month when billed yearly. Includes year-end tax projections, year-end financial close, monthly account reconciliation, monthly management reports, business and tax structure analysis, business tax returns prepared and filed, weekly bookkeeping categorization, a free QuickBooks Online subscription, quarterly tax estimate calculations, personal tax returns prepared and filed, annual corporate compliance support, professional support via Slack, email and Zoom, additional tax and accounting for real estate investments, additional business tax returns for second businesses, state residency studies, long-term retirement planning, and basic estate tax analysis.

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Offer

Gold Tax Plan

For single-business owners. Monthly pricing is $279, or $251 per month when billed yearly. Includes year-end tax projections, year-end financial close, monthly account reconciliation, monthly management reports, business and tax structure analysis, business tax returns prepared and filed, weekly bookkeeping categorization, a free QuickBooks Online subscription, quarterly tax estimate calculations, personal tax returns prepared and filed, annual corporate compliance support, professional support via Slack, email and Zoom, additional tax and accounting for real estate investments, additional business tax returns for second businesses, state residency studies, long-term retirement planning, and basic estate tax analysis.

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Services

8 services · 3 categorys

Black Tax and Accounting Plan

$999.00

Bookkeeping and Accounting

Financial Consulting and Advisory

Gold Tax and Accounting Plan

$279.00

Platinum Tax and Accounting Plan

$535.00

Strategic Tax Planning

Tax Advisory Consultation

Tax Preparation

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Business and professional services