Transparent Pricing. Real Returns.

    Most clients save 3x–10x their annual investment through tax reduction strategies alone. Here's what the partnership looks like.

    Tax Planning Foundation

    For businesses that need clean books and annual tax strategy

    Starting at

    $1,000/month

    • Weekly bookkeeping & reconciliation
    • Monthly close
    • Business tax preparation
    • Personal tax preparation
    • Annual tax planning session
    • Depreciation & equipment timing strategy
    • 1099 year-end filing
    • 72-hour support response

    Best for

    Businesses getting started with proactive tax planning

    Book a Strategy Call
    Most Popular

    Tax Advisory Pro

    For businesses ready for quarterly strategy and full financial visibility

    Starting at

    $2,500/month

    • Everything in Foundation PLUS:
    • Quarterly tax planning meetings (60–90 min)
    • Quarterly tax projections & forecasts
    • Accounts receivable & payable monitoring
    • Job costing & per-job profitability tracking
    • Cash flow monitoring & planning
    • Multi-entity design & restructuring
    • SALT & multi-state planning
    • Income acceleration & deferral strategy
    • IRS account monitoring for early audit detection
    • 48-hour support response

    Best for

    Construction and service businesses doing $1M–$5M

    Book a Strategy Call

    Tax Strategy Elite

    For businesses that want a full strategic financial partner

    Starting at

    $3,500/month

    • Everything in Advisory Pro PLUS:
    • Monthly tax planning meetings
    • Ongoing tax projections
    • Accounting method optimization (including §460)
    • IRS notice & audit defense planning
    • Advanced strategies (captive insurance, cost segregation, R&D credits)
    • Priority 24-hour support response

    Best for

    Established businesses doing $5M–$10M+ ready for maximum tax reduction

    Book a 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 $2,500/month investment = $30,000/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
    Book a Strategy Call