Plans
Pick a base tax membership, then add the pieces your business needs. Everything layers together rather than being sold as separate relationships.
Start with a base, add what you need.
Every business needs the first layer. Most add the second once they've outgrown doing their own books. The third is for owners who want to plan forward, not just report backward.
Individual Tax
For owners whose business income flows onto their personal return.
- Personal (1040) filing
- Schedule C, E & F income
- Estimated payment tracking
- Secure document portal
Business & Entity Tax
For businesses filing as an S-corp, partnership, or C-corp.
- Entity return preparation
- K-1 preparation & distribution
- Multi-entity coordination
- Secure document portal
Books & Payroll
Layers onto either base plan for ongoing bookkeeping and payroll.
- Monthly bookkeeping
- Financial statements
- Payroll & filings
- QuickBooks support
Full Advisory Partner
Everything above, plus the forward-looking work and a standing seat at the table.
- Everything in Books & Payroll
- Cash flow forecasting
- Proactive tax planning
- Budget, KPIs & strategy sessions
We don't publish pricing here on purpose. The right combination depends on your entity structure, how current your books are, and what you actually need. A short conversation gets you an accurate answer faster than a generic price list would.
Talk it throughProject work, handled separately.
Some financial work isn't ongoing. It comes up around a specific decision or event, and it's priced as its own project.
Growth & Transition Readiness
Getting prepared to raise, scale, or sell
Business Valuations
What your business is worth, and why
Business Formation
Entity selection and setup
Tax Resolution
Notices, back filings, balances owed
Cost Segregation
Accelerated depreciation for property owners
Multi-State Compliance
Crossing state lines correctly
Not sure where you fit?
Tell us about your business and we'll point you to the right starting place.