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Simplify taxes, maximize savings, tailored for you

  • Business Elite

    1,000$
    Every month
    Elevating your business with precision tax and accounting expertise
    Valid for 12 months
    • Bookkeeping services using QuickBooks Online (QBO)
    • Categorize up to 50 transactions per month
    • Monthly reconciliation for up to 2 accounts linked to QBO
    • Up to 4 strategic meetings per year for ongoing guidance
    • Direct access to a CPA throughout the year for advice
    • Preparation of your personal tax return, up to 2 states
    • Expert guidance on tax strategy and cash flow planning

  • Tax365

    150$
    Every month
    We offer personalized, proactive support for individuals and businesses. Each month, you can receive tailored tax guidance from a dedicated CPA to optimize your tax savings.
    Valid for 12 months
    • 1 hour per month in phone calls or virtual meetings
    • Income tax planning and strategy implementation
    • Assistance with up to 2 transactions a year e.g. home sale
    • Quarterly Federal tax updates & tax alerts
    • S Corp conversion analysis and filing
    • Discount on business and individual tax preparation fees
    • Form 1040 review to ensure you're maximizing tax deductions
    • Business tax return review to ensure proper compliance
    • IRS resolution assistance
    • Shareholder reasonable compensation analysis
  • Most Popular

    Tax Concierge

    2,000$
    Every year
    Your personal guide to unparalleled tax clarity and strategy
     
    • Form 1040 preparation for single/separate or joint filers
    • Schedule E or Schedule C
    • Up to 4 Form W-2s, 3 broker statements, 2 Schedule K-1s
    • Preparation of up to 2 state returns
    • 2 hours of one-on-one tax consultation
    • Personalized tax projection to plan ahead
    • Direct access to expert advice year-round
    • Insights on deductions and credits tailored to you
    • A seamless, stress-free tax preparation experience

  • TaxCheck+

    100$
     
    We take a deep dive into your most recent tax return to uncover missed deductions, credits, or opportunities to save.
     
    • Summary of current tax situation
    • Comprehensive tax review
    • Future tax planning
    • Tax expert access
    • Personalized savings report
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