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Proactive Solutions for Business & Investments

Discover tailored solutions we offer nationwide to align with your financial goals. Whether you're a growing business or an individual investor, our plans are designed to bring financial clarity and success.

Our Solutions

Tax Planning
Tax
Accounting

Assessment & Advisory

Starts at
$4,000
Ideal for Business Owners & Real Estate Investors
Focused Research & Development of Strategies
Loom Video Presentation
Implementation Meeting to Roadmap Execution

Advanced Tax Planning

Starts at
$7,500
Ideal for Business Owners & Real Estate Investors
Deep Dive Research & Development of Strategies
Live Presentation with Tax Strategist
Implementation Meeting to Roadmap Execution

Core

Compliance Focused

Starts at
 $250
/Month
Dedicated Tax Project Manager
Anomaly KnowledgeBase Access
Tax Return Preparation

Concierge

Strategy Focused

Starts at
$450
/Month
Dedicated Tax Project Manager
Anomaly KnowledgeBase Access
Mid-Year & Year-End Check-In Meetings
Tax Projections & Estimated Tax Payments
Proactive Tax Plan Maintenance
Tax Return Preparation

VIP

Custom Focus

Starts at
$2,000
/Month
Dedicated Senior Team
Pulse Meetings with Senior Staff (Monthly or Bi-Monthly)
Tax Projections & Estimated Payments
Tax Plan Management
Agreed Upon Custom Ongoing Projects
Tax Return Preparation

Core

Starts at
$400
/Month
Dedicated Accounting Project Manager
Monthly Bookkeeping
Monthly Accounting & Reconciliations

Concierge

Starts at
$800
/Month
Dedicated Accounting Project Manager
Monthly Bookkeeping
Monthly Accounting & Reconciliations
Monthly Financial Reporting
Custom Financial Report Dashboard
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