Year-Round CPA Support

Good tax planning happens long before tax season. The best tax-saving opportunities often need to be identified and acted on early, giving you time to make strategic decisions that can maximize your potential tax savings. With year-round CPA support, we help you identify those opportunities before the year is over—not after the deadline has passed.

Business Packages

Compliance

For business owners who want reliable year-round CPA support

✔ Year-round CPA email support for tax, bookkeeping, and any business-related questions.

✔ Business, Personal, and State Tax Return

✔ Monthly Accounting

(categorization/reconciliation)

✔ CPA-reviewed monthly financial statements

✔ Quarterly estimated tax calculations (safe harbor guidance)

✔ Digital Document Storage

Growth (Most Popular)

For businesses ready to scale and optimize taxes

✔ Everything in Compliance +

✔ Payroll set up & oversight

✔ Reasonable Compensation Analysis (IRS Audit-Ready Report)

✔ IRS notice support

✔ Fall Year-end tax planning & review

👉 Proactive planning so you can grow without tax surprises

Premium

For complex, multi-entity, or high-growth businesses

✔ Everything in Growth +

✔ Multi-state & multi-entity support

✔ Advanced proactive tax strategy

✔ Quarterly tax strategy sessions

✔ Priority response & support

👉 Sophisticated tax planning for maximum savings and scalability

Your Tax & Accounting Journey

01 — Discover

Start with a complimentary discovery call. We’ll learn about your business, your goals, and your current tax and accounting needs to see if we’re the right fit.

02 — Strategize & Set Up

We’ll review your situation, recommend the right services and strategies, and provide clear pricing. Once you’re ready to move forward, we’ll handle the setup and make getting started simple.

03 — Ongoing Support

From tax compliance to year-round accounting and proactive tax planning, we stay involved throughout the year—so you can focus on running your business while we take care of the numbers and taxes.

Straightforward Baseline Pricing

We believe in straightforward, transparent pricing with no surprise fees. Year-round business accounting and tax packages start at $600 per month. Every engagement begins with a complimentary consultation so we can understand your goals and provide a fixed-fee proposal tailored to your needs.

Stand Alone Services

Tax Compliance (Standalone) – Starting at $2,000

Business tax return (1065, 1120-S, Sole Proprietor). Includes basic year-end communication and limited email support directly related to tax filing only. Separate tax compliance requires a mandatory Quickbooks Online Cleaning Fee commencing at $300 based on complexity.

Monthly Accounting/Bookkeeping (Standalone) – Starting at $450/month

Monthly Bookkeeping including categorization and reconciliation. CPA-reviewed monthly financial statements with limited email support directly related to bookkeeping only.

Entity Formation – Starting at $750

Starting a business is more than filing paperwork. The entity structure you choose can impact your taxes, liability protection, and future growth. We help new business owners evaluate their options and select the right structure — whether that means an LLC, S Corporation election, partnership, or another entity type — while ensuring the proper tax registrations and setup steps are completed.

S-Corp Reasonable Comp Analysis – Starting at $750

S Corporation owners have the opportunity to reduce self-employment taxes by taking a combination of reasonable compensation and shareholder distributions. However, determining the right salary is critical — paying too much may result in unnecessary payroll taxes, while paying too little may create IRS compliance concerns.