MEMBERSHIP

Membership-Based Tax Planning and Advisory Services

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.

options for individuals

Foggy Bottom

$ 50 / Month

✓ 1040, U.S. Individual Income Tax Return (Including the following schedules)
  • Schedule 1–Additional Income and
   Adjustments to Income
  • Schedule 2–Additional Taxes
  • Schedule 3–Additional Payments
   and Credits
  • Schedule A—Itemized Deductions
  • Schedule EIC—Earned Income
   Credit
  • Schedule R—Credit for the Elderly
   or the Disabled
✓ Tax notice response for individual
✓ $1 Million Tax Audit Defense
✓ Identity Theft Restoration
✓ $2,500 Return Guarantee (for a legitimate error caused by us)

Disclaimer- Membership includes current year tax filings only. Previous year filings or amended returns will incur an additional fee.

*Add-ons available


















Adams Morgan

$ 150 / Month

✓ 1040, U.S. Individual Income Tax Return (Including the following schedules)
  • Schedule 1–Additional Income and
   Adjustments to Income
  • Schedule 2–Additional Taxes
  • Schedule 3–Additional Payments
   and Credits
  • Schedule A—Itemized Deductions
  • Schedule B—Interest and Ordinary
   Dividends
  • Schedule D—Capital Gains and
   Losses
  • Schedule E—Supplemental Income
    and Loss
  • Schedule EIC—Earned Income
    Credit
  • Schedule F—Profit or Loss From
   Farming
  • Schedule J—Income Averaging for
   Farmers and Fishermen
  • Schedule H—Household
   Employment Taxes
  • Schedule R—Credit for the Elderly
   or the Disabled
✓ 1065, U.S. Return of Partnership Income
✓ 1120-S, U.S. Income Tax Return for an S Corporation
✓ $1 Million Tax Audit Defense
✓ Identity Theft Restoration
✓ $2,500 Return Guarantee (for a legitimate error caused by us)

Disclaimer- Membership includes current year tax filings only. Previous year filings or amended returns will incur an additional fee.

*Add-ons available




Georgetown

$ 450 / Month

✓ 1040, U.S. Individual Income Tax Return (Including the following schedules)
  • Schedule 1–Additional Income and
   Adjustments to Income
  • Schedule 2–Additional Taxes
  • Schedule 3–Additional Payments
   and Credits
  • Schedule A—Itemized Deductions
  • Schedule B—Interest and Ordinary
   Dividends
  • Schedule D—Capital Gains and
   Losses
  • Schedule E—Supplemental Income
   and Loss
  • Schedule EIC—Earned Income
   Credit
  • Schedule F—Profit or Loss From
    Farming
  • Schedule J—Income Averaging for
   Farmers and Fishermen
  • Schedule H—Household
   Employment Taxes
  • Schedule R—Credit for the Elderly
   or the Disabled
✓ 1065, U.S. Return of Partnership Income
✓ 1120-S, U.S. Income Tax Return for an S Corporation
✓ 1120, U.S. Corporation Income Tax Return
✓ $1 Million Tax Audit Defense
✓ Identity Theft Restoration
✓ $2,500 Return Guarantee (for a legitimate error caused by us)

Disclaimer- Membership includes current year tax filings only. Previous year filings or amended returns will incur an additional fee.

*Add-ons available



*Add-ons Include:

  • Tax Preparation
  • Transcript Requests
  • Extensions
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Annual Tax Planning
  • State Annual Report Filing
  • Quarterly Estimated Payments

options for businesses

The Wharf

$ 750 / Month

✓ A dedicated account manager
✓ Standardized tech-stack
✓ Bookkeeping services
✓ Cash management services
✓ Integrations, reporting and cash flow statements
✓ Strategic financial planning and scenario modeling

*Add-ons available








Capitol Hill

$ 1,500 / Month

✓ A dedicated account manager
✓ Standardized tech-stack and billing automation
✓ Advanced level of bookkeeping services
✓ Cash management services
✓ Integrations, reporting and cash flow statements
✓ Strategic financial planning and scenario modeling
✓ W2 and 1099 filing
✓ Spend management
✓ Full month-end close management

*Add-ons available




National Mall

$ 4,000 / Month

✓ A dedicated account manager and monthly strategic finance meetings
✓ Standardized tech-stack and billing automation
✓ Advanced level of bookkeeping services
✓ Cash management services
✓ Digital A/R Management
✓Integrations, reporting and cash flow statements
✓ Strategic financial planning and scenario modeling
✓ Customized financial and operational
✓ KPI tracking
✓ W2 and 1099 filing
✓ Spend management
✓ Full month-end close management

*Add-ons available

*Add-ons Include:

  • Payroll
  • CFO Services
  • Tax Preparation
  • State Nexus Study
  • Entity Structure Analysis/Tax Optimization
  • S Corporation Election
  • State Annual Report Filings
  • Reasonable Compensation Study