Stay focused on what you do best. Our three flexible support packages take the accounting and tax work off your plate.
ESSENTIAL PACKAGE
Perfect for small or service-based businesses that just need the fundamentals for smooth, compliant operations.
Plan Features
Annual business and/or personal tax return
Quarterly bookkeeping
Annual tax planning
Annual review meeting
Support & Assistance
Email/phone support within 2–3 business days
IRS and state tax support – up to once per year
Every package is built to evolve with your business, offering customizable services as you grow.
ADVISORY PACKAGE
Ideal for growing businesses that want ongoing guidance, deeper insights, and proactive tax strategies.
Plan Features
Annual business and/or personal tax return
Monthly bookkeeping
Semi-annual tax planning
Quarterly advisory meetings for performance review and strategy
Support & Assistance
Email/phone support within 1–2 business days
IRS and state tax support – up to twice per year
Proactive tax savings recommendations throughout the year
ELITE PACKAGE
Designed for established or high-growth businesses that want premium, year-round strategic partnership and full-service financial oversight.
Plan Features
Annual business and/or personal tax return
Weekly bookkeeping
Quarterly tax planning and strategy sessions
Monthly advisory meetings for financial performance, forecasting, and growth planning
Support & Assistance
Priority email/phone support – same or next business day response
Unlimited IRS and state tax support
Comprehensive year-end review and forward-looking strategy plan
