Choose the Perfect Level
Simple Pricing. Pick the perfect package to match your needs.
| Business Starter | Business + | Business CFO | |||||
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| What's included |
For businesses that need expert tax prep & basic accounting support
From $500/mo
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For businesses that need full-service accounting and back-office.
From $1,500/mo
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For larger businesses. Full CFO team to accelerate growth.
From $5,000/mo
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| Business Tax Preparation & Tax Monitoring We take care of your federal and state returns + keep you aligned with IRS & legal regulations to minimize risk and make tax filings stress free. |
Business Tax Preparation & Tax Monitoring We take care of your federal and state returns + keep you aligned with IRS & legal regulations to minimize risk and make tax filings stress free. |
✔ | ✔ | ✔ | |||
| IRS/State Notice Support We interpret and handle any IRS or State Notices you receive so you never have to worry about dealing with tax agencies. |
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| IRS/State Notice Support We interpret and handle any IRS or State Notices you receive so you never have to worry about dealing with tax agencies. |
✔ | ✔ | ✔ | ||||
| Secure eVault Secure online portal so you can store and access your critical documents anywhere in the world. |
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| Secure eVault Secure online portal so you can store and access your critical documents anywhere in the world. |
✔ | ✔ | ✔ | ||||
| Elite Tax Savings Our team tracks and analyzes each component of your financial world to create a custom tax savings plan that ensure you pay the least amount of tax legally possible. |
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| Elite Tax Savings Our team tracks and analyzes each component of your financial world to create a custom tax savings plan that ensure you pay the least amount of tax legally possible. |
✔ | ✔ | ✔ | ||||
| Priority Advisor Support Priority access to our Senior advisor team for meetings, questions, or support. Exclusive text hotline for urgent needs and escalated response times. |
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| Priority Advisor Support Priority access to our Senior advisor team for meetings, questions, or support. Exclusive text hotline for urgent needs and escalated response times. |
✖ | ✔ | ✔ | ||||
| Strategic Money Coaching Networth Analysis, Budget Analysis, Financial Threats Analysis. We provide a second look and unbiased opion for all aspects of your wealth plan to ensure your interests are being protected. |
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| Strategic Money Coaching Networth Analysis, Budget Analysis, Financial Threats Analysis. We provide a second look and unbiased opion for all aspects of your wealth plan to ensure your interests are being protected. |
✖ | ✔ | ✔ | ||||
| Precision Accounting™ Management We handle all your accounting, payroll, on-going compliance filings, and reporting so you can see a real-time snapshot of how your money is flowing through your financial world. |
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| Precision Accounting™ Management We handle all your accounting, payroll, on-going compliance filings, and reporting so you can see a real-time snapshot of how your money is flowing through your financial world. |
✖ | ✔ | ✔ | ||||
| Legacy & Family Office Planning We ensure you have the needed Wills, Trusts, Estate documents, Health Care Directives, and end-to-end alignment with all areas of your wealth to protect your legacy and the people closest to you. |
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| Legacy & Family Office Planning We ensure you have the needed Wills, Trusts, Estate documents, Health Care Directives, and end-to-end alignment with all areas of your wealth to protect your legacy and the people closest to you. |
✖ | ✔ | ✔ | ||||
| Business Growth Strategy Profit Planning & Business Success Strategies. We'll show you how to leverage your current earnings to continue building your income & asset streams for the future. |
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| Business Growth Strategy Profit Planning & Business Success Strategies. We'll show you how to leverage your current earnings to continue building your income & asset streams for the future. |
✖ | ✔ | ✔ | ||||
| Precision CFO™ Business Management We setup your business interest to protect your assets, maximize tax strategy & compound your earnings, and guard your privacy. |
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| Precision CFO™ Business Management We setup your business interest to protect your assets, maximize tax strategy & compound your earnings, and guard your privacy. |
✖ | ✖ | ✔ | ||||
| Capital Deployment Analysis & Structuring We review, optimize, and document recommendations for all the tax, cashflow and risk aspects of financial opportunties. |
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| Capital Deployment Analysis & Structuring We review, optimize, and document recommendations for all the tax, cashflow and risk aspects of financial opportunties. |
✖ | ✖ | ✔ | ||||
Easy add ons
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New Business Setup Package
From$2,500 One-Time
- State Entity Formation & EIN Filing
- S-Corp Election with IRS
- Reasonable Compensation Analysis
- Accounting Systems & Payroll Setup
- Basic Annual Compliance Support
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Investment Opportunity Review
From $1,500 One-Time
Help analyzing the strategic & financial components of potential invesment opportunities to maximize your tax savings and protect your interests.
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Strategic Tax Consultation
From $750 One-Time
Includes - 2hr consult, one tax projection, strategy recap, and documented action plan.
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Tax Strategy Implementation Support
From $5,500 One-Time
Done-for-You Implementation for all action steps in your custom tax reduction stratgey.
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One-Time Personal Tax Prep & Filing
From $850 One-Time
Includes a Federal Tax Filing and up to 3 State filings.
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One-Time Business Tax Prep & Filing
From $1,750 One-Time
Includes a Federal Tax Filing and up to 3 State filings.
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Automated Accounting
From $450 /Per Month
Done-for-You Accounting and Payroll (up to 4 business Credit Cards or Bank Accounts)
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Accounting Clean Up
From $500 /Per Month for each month you're behind.
Help getting your business books up to date and your financial reporting accurate so your business can be healthy again.
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IRS/State Rapid Tax Debt Relieve
From $5,500 One-Time
Need help with an IRS issue or tax debt? We can jump in an protect you + create a best-outcome plan to minimize what you owe and get you back on track.
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Forensic Accounting & Due Dillence Management
From $6,500 One-Time + Travel
Divorce & Child Support, Business Partnership Agreements, Investor M&A, etc.
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Estate & Family Documents Setup
From $3,500 One-Time
Simple estate plan review. Documents include: Revocable living Trust, Pour-Over Will, AHCD, DPOA, and Life Insurance Recommendation.
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Automated Advanced Payroll
From $250 /Per Month
Base Fee + $75/mo per employee for businesses with more than three employees.
FAQ’s
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Traditional tax firms focus on historic work - they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus on increasing your cash flow and decreasing your tax bill, so you can stress less and enjoy running your business again.
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We'll make sure we align the right package with your goals. During your free Strategy call, we'll identify your unique needs, and ensure you're enrolled in the right package, at the right price.
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Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and spend more time on the things you love doing. Don't wait.
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We specialize in working with professionals and business owners that want better results in their tax & business lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier. If you really want to have more fun running your business, book a call with us! We'll discuss your needs and align you with the right service. If we can't help for any reason, we'll point you in the right direction.