Strategic Tax Planning & Advisory

Maximize your savings and minimize your tax liabilities with our comprehensive tax planning services. Our expert team provides personalized strategies tailored to your financial goals, ensuring compliance with the latest tax laws and regulations. Whether you’re an individual or a business, we help you navigate complex tax codes, optimize deductions, and plan for a financially secure future. Trust us to simplify your tax planning process and achieve peace of mind.

Tax Planning Comparison Chart

Transparent pricing for individuals & businesses.

Individual Essential
$200 /mo
Business Premium
$375 /mo
Business Gold
$425 /mo

Individual Tax Return Prep (Form 1040, MFJ)

Business Entity Tax Return Prep (Form 1065, 1120, 1120S)

Pro-Active Household Tax Planning, Tax Projection Worksheets

Pro-Active Business Entity Tax Planning, PTET Calcs, SALT Workaround

Business Annual Reports for Each Required State

$275/state + state fees

$275/state + state fees

Review Meeting

Twice a year

Twice a year

Quarterly

Tax Resolution, Audit Defense

+ $250/mo

+ $250/mo

+ $250/mo

Select Essential
Select Premium
Select Gold
Privacy Assurance

Your data privacy is
our top priority

Rest assured with our stringent security measures prioritizing your data.

  • Encrypted transmission
  • Dedicated support
  • Secure payments
  • Security audits
How it works

Easy process to find your ideal plan

Streamlined steps to navigate and discover your perfect bookkeeping plan effortlessly.

Pick a plan

Go through the summaries for each of your options, taking note of which ones check the boxes of your needs. Select the one that best fits your needs by clicking on the “Add to cart” button.

STEP 1

Make a Payment

After selecting a plan, you will be taken to a secure checkout page. Once the payment process is completed, an email will be sent to you in order to set up an account

STEP 2

Complete a Short Form

After payment, you will be redirected to a short form in order to collect essential information needed to file their taxes, such as personal details, income information, and any deductions or credits.

STEP 3

Stress-Free Tax Service Awaits

managing your finances is as easy as pie. Let us handle the numbers while you focus on what you do best – running your business.

Super Fast Onboarding

Our streamlined process ensures you’re up and running in no time, so you can focus on what really matters