Services & Pricing

Package 1: Essential

$589 – $2,400Based on filing complexity. Billed at tax return completion
  • Federal and State Tax Return Preparation
  • Tax planning ideas discussed during the filing process
  • In-person or phone meeting at time of filing
*Note: Does not include implementation of tax planning strategies. Additional meetings are billed separately.

Package 2: Growth

$2,500 – $3,500Quarterly
  • 1120S, 1065 or 1120 Federal & State Tax Return
  • Annual Tax Planning with Execution Plan
  • Quarterly Contact
  • Recommended For: Business owners or high-income individuals with real estate or small businesses.

Package 3: Elite

$5,000 – $9,500Yearly
  • Includes Everything in Package 2, Plus:
  • Quarterly Zoom Strategy Sessions with CPA
  • In-depth execution of tax strategy items
  • Financial statement review & analysis
  • Operational improvement discussions
  • Ideal For: High-net-worth individuals or businesses seeking a year-round strategic partner.