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.

Essential For Individual
$150 /mo
Premium For Individual
$275 /mo
Essential For Business
$450 /mo
Premium For Business
$750 /mo
Annual Tax Preparation

Individual Tax Returns – Federal, State, & Local

Business Tax Returns – Federal, State, & Local

Form W-2, 1099-INT, & Form 1099-Misc

Business Annual Reports for Each Required State

FinCEN BOI Filing Initial Report or an Update

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$40 per form

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$40 per form

$175/state + state fees

$200

$175/state + state fees

$200

Tax Planning

Design & Implement Tax Plan

Set Up of Entity Based on Tax Plan Design

Quarterly Estimated Tax Calculations – safe harbor

Retirement Contribution Calculations for Employer/Owner Only Plans

Year-End Tax Projection & Strategizing (October/November)

Mid-Year Tax Projection & Strategizing (May/June)

Pass Through Entity Tax Credit Calculations

Unlimited Updates to Your Tax Projections

IRS Account Monitoring for Notices & Correspondence

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5 Max

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Support

Unlimited Support – Phone, Email, chat in client portal

Prioritized Communication System

24/7/365 Access to Secure Digital Document Storage & E-Signatures

Client Mobile App w/ Scanner, Chat, Invoicing, Questionnaires

VIP – Saturday Appointments

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"It's not what you make that matters, it's what you keep" - your true financial success isn't solely determined by how much money you earn, but rather by how much of that money you are able to save and accumulate over time

Wise Man
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