Pricing
Tax Pricing
Executive Package
Ideal for: Business owners seeking a CPA partner to grow financial, accounting, and tax functions.
$7,479+
- Full Business Tax Return Preparation
- Support for up to 8 partners/owners
- Up to 8 K-1s
- Unlimited Tax Strategy Consultations
- Priority Scheduling & Access
- Management of up to 10 properties (40 units)
- Multi-State Filing (up to 5 states)
- Up to 3 Schedule C preparations
- Unlimited Stock/Brokerage Account Reporting
Premium Package
Ideal for: Entrepreneurs and investors aiming for proactive tax planning to maximize tax savings.
$7,299+
- Unlimited Tax Strategy Consultations
- Unlimited Email Access
- Structuring Tax-Efficient Business Entities
- Detailed Estimated Tax Calculations
- Extension Filing Assistance
- Real Estate Portfolio Tax Optimization
- Retirement Plan Contribution Strategies
- Comparative Analysis of Retirement Plans
- S-Corp Payroll and QBI Optimization
- Consulting for Real Estate Professional Status
- Material Participation Test Consultation
- Short-Term Rental (STR) Tax Optimization
- Guidance on 1031 Exchanges, Installment Sales, and other tax deferral strategies
- Correct EIN Application Assistance
- W-2 Withholding Adjustments
- Comprehensive Deduction Strategies for Both Business and Personal Taxes
- Templates for DIY Bookkeeping
- Tools for Analyzing Real Estate Investments
- Business Structuring for Maximum Tax Efficiency
- Proactive Tax Savings Analysis
Professional Package
Ideal for: Clients seeking significant tax savings and year-round CPA support.
$3,909+
- Comprehensive Tax Plan Documentation
- Assistance with IRS/State Notices (excluding audits)
- 2 Additional Tax Strategy Consultations
- Real Estate Investment Optimization
- Management of up to 6 properties (24 units)
- Multi-State Filing (up to 3 states)
- Up to 2 Schedule C preparations
- Reporting for Four 1099s and Stock/Brokerage Accounts
- Crypto Transactions Reporting
- Up to 3 K-1s
Starter Package
Ideal for: Individuals seeking to save on taxes with limited CPA engagement.
$2,979+
- Individual Tax Preparation
- 2 Tax Planning Consultations
- Unlimited Email Access
- Templates for Bookkeeping
- Real Estate Investment Analysis Tools
- Consulting for Accounting Systems
- Management of up to 4 properties (16 units)
- Multi-State Filing (up to 2 states)
- Up to 2 Schedule C preparations
- Reporting for Two 1099s and Stock/Brokerage Accounts
- Up to 2 K-1s
Basic Return Package
Ideal for: Individuals who do not require tax planning due to lower tax obligations.
$799+
- Individual Tax Preparation
- Unlimited Email Access
- Templates for Bookkeeping
- Real Estate Investment Analysis Tools
- Management of up to 2 Rental Properties
- Single State Filing
- Preparation of 1 Schedule C
- Reporting for One 1099 Brokerage Account
Payroll and Bookkeeping Pricing
Payroll-Processing Package
Ideal for: Businesses seeking seamless, compliant payroll processing and reporting in all 50 states.
As low as $39.99/month
- End-to-End Payroll Processing
- Direct Deposit Setup
- Payroll Tax Calculation and Withholding
- Quarterly and Annual Payroll Tax Filings (State and IRS)
- Preparation and Filing of W-2s and 1099s
- Employee Self-Service Portal
- New Hire Reporting
- PTO and Benefits Tracking
- Compliance with Federal, State, and Local Payroll Regulations
- Secure Online Access to Payroll Information
- Unlimited Payroll Support
- Customizable Payroll Reports
- Direct Communication with a Dedicated Payroll Specialist
Bookkeeping Essentials Package
Ideal for: Small to medium-sized businesses needing reliable, accurate, and efficient bookkeeping.
As low as $249+
- Monthly Financial Statements (Income Statement, Balance Sheet, Cash Flow Statement)
- Bank and Credit Card Reconciliation
- Accounts Payable and Receivable Management
- Monthly Categorization of Transactions
- QuickBooks Setup and Training
- Preparation of Sales Tax Returns
- Year-End Financial Reporting and Tax Preparation
- Custom Financial Reports
- Expense Tracking and Management
- Unlimited Email and Phone Support
- Integration with Payroll and Other Financial Systems
- Dedicated Bookkeeping Specialist
- Regular Financial Health Check-Ins
- Inventory Tracking and Management
- Budgeting and Forecasting Assistance