Choose the Right Plan For You
| What's included |
Tax Prep Only
From $450 for Personal
From $750 for Business
|
Individual Advanced
From $99/mo. If you get all your money from a job or investments.
|
Business Starter
From $149/mo. Help starting a business with expert tax support.
|
Business Standard
From $599/mo. If you need help with your accounting and payroll.
|
Business Growth
From $999/mo. If you’re ready to grow your business faster.
|
|---|---|---|---|---|---|
| Expert Personal Tax Prep | Expert Personal Tax Prep | ✔ | ✔ | ✔ | ✔ | ✔ |
| Expert Business Tax Prep | |||||
| Expert Business Tax Prep | ✔ | ✔ | ✔ | ✔ | ✔ |
| Secure Digital Collaboration | |||||
| Secure Digital Collaboration | ✔ | ✔ | ✔ | ✔ | ✔ |
| IRS/State Notice Support | |||||
| IRS/State Notice Support | ✖ | ✔ | ✔ | ✔ | ✔ |
| One “No Surprises” Tax Projection Per Year | |||||
| One “No Surprises” Tax Projection Per Year | ✖ | ✔ | ✔ | ✔ | ✔ |
| Guaranteed 24-hr Response Time (M-F) | |||||
| Guaranteed 24-hr Response Time (M-F) | ✖ | ✔ | ✔ | ✔ | ✔ |
| Financial Reports Reviews (P&L, Balance Sheet, Cashflow) | |||||
| Financial Reports Reviews (P&L, Balance Sheet, Cashflow) | ✖ | ✖ | ✔ | ✔ | ✔ |
| Pain-Free Accounting & Payroll Support | |||||
| Pain-Free Accounting & Payroll Support | ✖ | ✖ | ✔ | ✔ | ✔ |
| Done-For-You Accounting & Payroll Management | |||||
| Done-For-You Accounting & Payroll Management | ✖ | ✖ | ✖ | ✔ | ✔ |
| Advanced Tax Strategies & Implementation | |||||
| Advanced Tax Strategies & Implementation | ✖ | ✖ | ✖ | ✔ | ✔ |
| Advanced Business Growth Support (Profit Planning, Threats Analysis, & Financing Strategies) | |||||
| Advanced Business Growth Support (Profit Planning, Threats Analysis, & Financing Strategies) | ✖ | ✖ | ✖ | ✔ | ✔ |
Easy Add-Ons:
-
One-Time Tax Projection & Recommendations
From $500
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-
Personal Tax Financial Analysis
From $750/year
➞ Budgeting support
➞ Personal Financial Threats
➞ Trust Returns
➞ Custom needs
-
One-Time Tax Projection & Recommendations
From $1,850
/one-time➞ Accounting Setup
➞ Payroll Setup
➞ Corporation/LLC Setup
➞ Tax ID and IRS setup
➞ Simple Business Planning
➞ Custom needs
-
Advanced Tax Strategy Implementation
From $4,500
/one-time➞ 1031 exchanges
➞ Family Offices
➞ Advanced Income Shifting
➞ Tax-advantaged retirement & education funding
➞ Asset Depreciation
➞ Mergers & Acquisitions
➞ Legacy planning
➞ Business Expense Strategy
➞ Travel Expense Strategy
➞ Health Care Expense Strategy
➞ Custom needs
FAQ’s
What makes you different?
Other tax places just look at what happened, we're all about getting you more money and lowering your taxes.
Which package is right for me?
Hop on a free Strategy call, we'll figure out what you need and find the best package and price for you.
When should I get started?
Book a call today, let's start saving you money.
Do you work with all industries?
We're pros at helping professionals and business owners with their taxes and business. Book a call, we'll chat about what you need and find the right service for you.
Scope of Services
Tax Projections
If your plan includes a Tax Projection, this means:
We’ll provide one projection of the total number of taxes owed based on the estimated income you’ll earn in a given year.
We can compare that total number to what you paid in your last filing to project the difference so there are no surprises in your next filing.
What’s not included:
Providing a simple projection of your estimated taxes does not include providing advanced tax strategies to reduce or minimize your overall tax bill.
Sometimes, there are strategic and legal ways to minimize your taxes. Doing this takes time, resources, and expertise.
If you want that level of service, make sure to choose a service level with us that includes “Tax Planning”
Tax Planning
If your plan includes Tax Planning, this means:
We’ll use our time, knowledge, expertise, and resources to identify legal and strategic ways to minimize the taxes you owe.
This work must be completed before the end of the calendar year to impact your tax filing for that year.
Tax planning is a completely custom exercise for every individual or business. Tax strategies that are great for one person could be disastrous or completely illegal for someone else, so this process is important and requires care to execute correctly.
Tax planning is also a critical part of your overall plan as your tax advisor is the only person on your financial team who can accurately advise on the tax implications of all financial decisions you make throughout the year.
What’s not included:
Legal or investment advice.
We are not attorneys or investment advisors so we can not advise on legal or investment matters.
“Pass-Through” Entities
If your plan includes a Tax Projection, this means:
We’ll provide one projection of the total number of taxes owed based on the estimated income you’ll earn in a given year.
We can compare that total number to what you paid in your last filing to project the difference so there are no surprises in your next filing.
What’s not included:
Providing a simple projection of your estimated taxes does not include providing advanced tax strategies to reduce or minimize your overall tax bill.
Sometimes, there are strategic and legal ways to minimize your taxes. Doing this takes time, resources, and expertise.
If you want that level of service, make sure to choose a service level with us that includes “Tax Planning”
Get Started Today
Don’t Waste time managing things you don’t have to.
Book a free strategy call today.
See exactly how we can help you pay less tax.
Simplify your life & stress less.