Great Transparent Pricing.

Tax Strategy. Bookkeeping. Compliance. Peace of Mind.

Our packages are designed to grow with your business — with proactive planning and full-service support included.

All-Inclusive Business Packages

Bronze

$500–$1,000 / Month

For Startups & Solo Owners (0 - 3 employees)

  • Simple Tax Planning (home office, auto, SEP IRA, etc.)
  • Annual Tax Planning Call
  • Monthly Bookkeeping
  • Monthly Bank & Credit Card Reconciliations
  • Monthly Sales Tax Filing (1 state)
  • Year-End Financials (P&L + Balance Sheet)
  • Annual Business Return (Federal & State)
  • Quarterly Performance Reports
  • Email Support

Silver

$1,000–$1,500 / Month

For Growing Teams & Small Businesses (4 - 10 employees)

  • Everything in Bronze
  • Mid-Level Tax Planning (depreciation, elections, entity structure)
  • Semi-Annual Tax Planning Calls
  • Monthly Bookkeeping
  • Sales Tax Filing (Up to 3 states)
  • Quarterly Filings (if required)
  • Annual Business Return (Federal & State)
  • Payroll Coordination & 1099s (up to 5)
  • Monthly Financial Statements + Budget vs. Actual
  • Phone & Email Support

Gold

$1,500–$4,500 / Month

For Scaling Businesses

  • Everything in Silver
  • Advanced Tax Planning (multi-entity, multi-year strategies, equity)
  • Monthly CFO Strategy Calls
  • CFO-Led Forecasting & Strategic Planning
  • Cash Flow Management & KPI Dashboards
  • Real-Time Financial Reporting
  • Advanced Sales Tax Filing (Multi-State / Multi-Entity)
  • Annual Business Return (Federal & State)
  • Support with Loans, Credit, or Capital Raises
  • Board-Ready Reports
  • Priority Support

🙇‍♂️ Still Deciding?

Let's talk. We'll help you choose the package that fits your needs best.