Pick Your Business Tax Plan
Built specifically for business owners, founders, and entrepreneurs
If you need something custom, just let us know!
If we're already supporting you with bookkeeping or accounting, this simply enhances your tax strategy, it does not replace those services.
YOU DESERVE
the Right Tax Strategy for Your
Business This Year
Tax laws have changed. Strategic tax planning matters more than ever for business owners.
Stay Compliant
Federal & state filings handled correctly, every time, no surprises come tax season.
Uncover Savings
Custom analysis identifies deductions and strategies you may be missing right now.
Grow Smarter
Make hiring, investment, and business decisions with real tax impact clarity.
Year-Round Coverage
Ongoing monitoring and strategy so you're never reacting, always ahead.
Start Today
For businesses that need expert tax prep & basic accounting support
- Personal and Business Tax Preparation & Tax Monitoring
- IRS/State Notice Support
- Team Support
- Elite Tax Savings
- Basic Accounting Support
For businesses that need full-service accounting and back-office.
- Everything in Business Starter
- Priority Advisor Support
- Strategic Money Coaching
- Premium Accounting Management
- Legacy & Family Office Planning
For larger businesses, CFO support to accelerate growth.
- Everything in Business+
- CFO Management
- Capital Deployment Analysis & Structuring
- Business Growth Strategy
Frequently Asked Questions
STILL NOT SURE?
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Our pricing is dynamic, which means we’ll review your work and match the price to meet the complexity of your specific situation.
Tax Laws continue to adjust each year (this year is no different) so our pricing allows us to spend the time we need so you get the best result possible. -
Everything you do financially can impact your taxes.
You never want to pay overpay in taxes or make financial decisions that could have unwanted tax consequences…
By working together year-round, we’re able to see and understand your whole financial picture and be there when you make key decisions.
This way, you avoid potential financial threats and minimize your tax bill. -
Yes.
There is a large difference between tax savings strategies and financial planning. Your Financial Planner can not advise you on tax laws (just as we don’t advise on investments).
Many of our clients work with an investment advisor but still receive value from us.
We work with your investment advisor on tax planning strategies or questions. -
Your Engagement covers a 12-month term (1 year).
Each 12-month agreement includes one tax filing.
If you cancel your monthly fee, you would still be responsible for any work performed for you up to that point, so there could be money owed to close out your account.
The Terms of Service Agreement will specify any fees required at cancellation if that applies to you. -
No. Any paid fees are non-refundable. We have limited resources, and accepting you as a client, means we’re saying “no” to someone else.
You can cancel your engagement with us at any time. Once your account is paid in full (subject to any cancellation fees outlined in your agreement), you will no longer be charged. -
We love referrals! Send them the link to our website or have them contact us directly.
We’ll treat them with the utmost care and verify we’re a good fit.
If we end up working together, we’ll let you know and send you a thank you! -
We understand everyone has a unique budget.
If you choose to no longer work with us, that’s ok, we can part ways as friends.
If you would like a recommendation for another preparer, let us know, and we can see if any other firms in our network are accepting clients.
We wish you the very best!
What Our Clients Say
