The prices shown are estimates. We provide a formal proposal after a discovery call so we can understand your unique situation.
FOR THOSE WHO WANT CONFIDENCE THEIR BUSINESS RETURNS ARE FILED 100% CORRECTLY WITHOUT STRESS
Plan Starts at:
$800
OUTCOMES
Accurate, on-time filings you don't have to worry about.
Predictable turnaround so you can plan around deadlines.
Clear explanations of your returns from experienced professionals.
SERVICES
Personal (1040) return filing.
Comprehensive review of your return information to ensure that no deductions or credits are missed.
FEATURES
1st Come, 1st Serve Preparation
14 Day Turnaround
TURN FINANCIALS INTO VISIBILITY: BETTER CASH FLOW, SMOOTHER OPERATIONS, AND FEWER SURPRISES
Plan Starts at:
$1,700
OUTCOMES
Proactively save on taxes using all of the strategies available to you.
Avoid surprises and have clarity around your tax bill.
Faster turnaround and higher-touch support during tax season.
SERVICES
Everything in Basic +
Annual live tax advisory meeting.
Annual tax projection adjustment before year-end.
IRS notice support (1st notice).
FEATURES
1st Come, 1st Serve Preparation
14 Day Turnaround
Dedicated Tax Manager
Loom Video Return Walkthrough
24 Hour Response Time
Access to Quarterly Office Hours
HAVE A CFO PARTNER IN YOUR CORNER TO STRATEGICALLY HELP GROW YOUR BUSINESS TO NEW HEIGHTS
Plan Starts at:
$4,400
OUTCOMES
Build lifetime wealth by actively managing taxes over a long-term time horizon.
Get VIP access to your dedicated CPA Partner/Tax Strategist whenever you have questions.
Meet with your team every quarter to ensure you are maximizing all of your tax savings.
SERVICES
Everything in Core +
Deep dive long-term strategy.
Quarterly live advisory meetings.
Quarterly projection adjustments.
IRS audit support (up to 5 hours).
FEATURES
Dedicated Access to your CPA
VIP Team Chat Access
Unlimited Tax Questions
Same Day Response
Live Return Walkthrough Call
Access to Community of Financial Professionals
Limited Slots Available
Do you have a return with only W2 or 1099-R retirement income? Check out our LITE options HERE.
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