Maximizing tax strategy is an ongoing process, and we offer subscription-based accounting, bookkeeping, tax planning and advisory membership services to work with you on a continuing basis. This approach allows you to choose the customized level and access that you or your business needs.
✓$1200 year minimum
For employees and investors seeking peace of mind and IRS protection (W-2 earners, basic investors.)
Services:
✓1040+standard schedules
✓audit defense
✓ID theft,
✓return guarantee.
Recommended Add-ons:
✓ Prior year/amendments
✓tax planning.
✓$3000 year minimum
Designed for self-employed individuals, independent professionals, and rental property owners who require comprehensive tax compliance and strategic financial guidance.
(Side businesses, freelancers, rental property owners.)
Services:
✓1040+all schedules
✓Sch C/E/F
✓1065
✓1120-S
✓audit defense
✓ID theft,
✓return guarantee.
Recommended Add-ons:
✓ Accounting
✓Estimated Payments
✓$4800 year minimum
For business owners needing full-service support and strategic tax guidance.
(Multi-owner, higher complexity, S Corps & Corps.)
Services:
✓1040+all schedules
✓All Business Forms (1065, 1120-S, 1120)
✓Audit Defense
✓ID theft,
✓Return Guarantee.
Recommended Add-ons:
✓ CFO services
✓CFO services
✓Advanced Planning
For early-stage businesses seeking reliable accounting and cash management solutions.
✓Dedicated account manager
✓Core Accounting Services
✓cash management services
✓Basic Integrations
✓Reporting
✓Cash Flow Statements
✓Annual Strategic Financial Review
For growing businesses needing enhanced financial oversight and compliance.
✓Includes Everything in Foundation, plus
✓Billing Automation
✓Advanced Accounting Services
✓Enhanced Financial Reporting
✓W-2 and 1099 Preparation and Filing
✓Spend Management
✓Full Month-end Close Management
✓Quarterly Strategic Financial Planning Sessions
For established or rapidly scaling businesses requiring tailored financial strategies and executive-level support.
✓Includes Everything in Advanced, plus
✓Monthly Strategic Finance Meetings
✓Digital A R Management
✓Custom Financial And Operational Kpi Tracking
✓Fully Customized Reporting Packages
✓Continuous Scenario Modeling And Forecasting
✓Priority Support
