Transparent Pricing. Real Returns.
Most clients save 3x–10x their annual investment through tax reduction strategies alone. Here's what the partnership looks like.
Essentials
Bookkeeping, monthly financials & proactive tax
Starting at
$1,500/month
- Weekly bookkeeping & reconciliation (Cash Basis)
- Monthly close & financial statements
- IRS & state notice resolution
- Business tax return
- Individual tax return (1 partner)
- 1099 year-end filing
- Annual entity renewal
- Tax liability projections & quarterly estimated payments (2 per year)
- Owner compensation & distribution planning
- Proactive tax reduction planning
- Business Advisory
- Email, phone or text support
Best for
Businesses getting started with proactive tax planning
Advisory
Proactive quarterly strategy & financial planning
Starting at
$2,000/month
- Everything in Essentials, PLUS:
- Quarterly tax planning meetings (60–90 min)
- Tax liability projections & quarterly estimated payments (4 per year)
- Email, phone or text support (Priority)
Best for
Construction and service businesses doing $1M–$5M
CFO Partner
Full financial management: job costing, cash flow & A/R
Starting at
$3,000/month
- Everything in Essentials & Advisory, PLUS:
- Job costing & per-job profitability tracking
- Cash flow monitoring & planning
- Accounts receivable & payable monitoring
Best for
Established businesses doing $5M–$10M+ ready for maximum tax reduction
Custom
Build your own
Starting at
Let's talk
Add-ons — à la carte
- Add-on entity books
- Add-on entity returns
- Sales tax filing
- Complex accounting & method optimization (including §460)
- Multi-entity accounting
- WIP tracking
- Entity structure review & optimization
- SALT & multi-state planning
- IRS & state representation
- Audit defense
- Retirement and wealth accumulation planning
- Real estate tax advantage planning
- Exit and succession planning
Add any of these to any package — we'll tailor the exact mix on your strategy call.
Add Full-Service Payroll
Starting at $125/month + per employee
Unlimited payroll runs, employee portal, W-2/1099 filing, direct deposit, time tracking, and compliance — all managed for you.
Payroll pricing is customized based on team size and service level. We'll cover this on your strategy call.
Common Questions
A $2,000/month investment = $24,000/year. Our average client saves $50K–$250K+ in taxes annually. That's a 2x–8x return — before we even count the value of financial clarity and peace of mind.
Ready to See What You Could Save?
A 30-minute conversation could change your entire tax picture. No cost, no obligation.
Book a Strategy Call