For Businesses

Compliance

For businesses with clean and simple books who just need their tax return prepared.

This package includes:

  • Form 1065 (Partnership), Form 1120-S (S Corp), or Form 1120 (C Corp) tax return preparation with one state filing

  • Tax return review

  • Newsletter subscription

  • Digital document storage

The Compliance package starts at $1,200.

Collaboration

For businesses who have occasional “quick tax questions” during the year and want to run those by their CPA.

This package includes:

  • Form 1065 (Partnership), Form 1120-S (S Corp), or Form 1120 (C Corp) tax return preparation with one state filing

  • Tax return review

  • Year-round “quick tax questions” email support

  • IRS & State Notice Assistance

  • Newsletter subscription

  • Digital document storage

The Collaboration packages starts at $2,000.

Concierge

For businesses who want multiple touchpoints throughout the year and want to plan for their taxes.

This package includes:

  • Form 1065 (Partnership), Form 1120-S (S Corp), or Form 1120 (C Corp) tax return preparation with one state filing

  • Tax return review

  • Year-round “quick tax questions” email support

  • IRS & State Notice Assistance

  • Mid-year meeting & Fall tax projections

  • Newsletter subscription

  • Digital document storage

The Concierge packages starts at $3,200.

For Individuals

Compliance

For individuals who just want their tax return prepared by a tax pro and don’t have questions throughout the year.

This package includes:

  • Form 1040 tax return preparation and one state filing

  • Tax return review

  • Newsletter subscription

  • Digital document storage

The Compliance package starts at $850.

Collaboration

For individuals who have occasional “quick tax questions” during the year and want to run those by their CPA.

This package includes:

  • Form 1040 tax return preparation and one state filing

  • Tax return review

  • Year-round “quick tax questions” email support

  • IRS & State Notice Assistance

  • Newsletter subscription

  • Digital document storage

The Collaboration packages starts at $1,250.

Concierge

For individuals who want multiple touchpoints throughout the year and want to plan for their taxes.

This package includes:

  • Form 1040 tax return preparation and one state filing

  • Tax return review

  • Year-round “quick tax questions” email support

  • IRS & State Notice Assistance

  • Mid-year tax discussion & Fall tax projections

  • Newsletter subscription

  • Digital document storage

The Concierge packages starts at $2,000.

Other Services

Tax Planning

When you’re looking to scale your business or maximize your retirement, having a customized tax plan can maximize your after-tax dollars and help you reach your financial goals. Tax planning services include a customized tax projection and a tax plan review meeting.

Tax plans start at $500.

Bookkeeping

We provide integrated tax preparation, planning, and bookkeeping services. This service is only available to business clients who use QuickBooks Online.

Integrated bookkeeping service plans start at $500/month.

Other Services

Want us to review past filings, attend a meeting, or provide an ad hoc accounting/tax service or consultation? We’ve got you covered.

One-off accounting and tax consulting engagements start at $150/hour.