Choose the level of support that fits your goals.
Tier 1
Tax Preparation Only
One-time package Starting at $450
A one-time filing option for individuals, businesses, or both when you only need tax return preparation.
Included in the package
- Individual tax return preparation for clients with no business return.
- One-time business return preparation for owners who only need filing support.
- Document checklist, secure file collection, and final review before filing.
- No advisory, bookkeeping, or payroll included.
Best for: Individuals or owners who mostly handle their own books and just need filing done right.
Tier 2
Business Complete Essentials
Starting at $500 / month
A practical monthly package for tax prep, basic bookkeeping, and payroll for an owner-operated business.
Included in the package
- Tax preparation for one personal return, Form 1040.
- Tax preparation for one business return.
- Bookkeeping for up to 2 bank or credit card accounts, including reconciliation and tax basis financials.
- Payroll processing for 1 owner on payroll.
- Routine tax and filing questions throughout the year.
A la carte add-ons
- Each additional tax return is billed separately.
- Each extra bookkeeping account is billed separately.
- Each additional payroll person is billed separately.
- Quarterly support or cleanup work can be added as a separate service.
Best for: Owners who want a solid ongoing monthly foundation without the full advisory layer.
Tier 3
Business Complete Advisory
Starting at $1,000 / month
A higher-touch package that includes everything in Business Complete Essentials, plus tax planning, quarterly meetings, and personal financial planning.
What’s added on top of Package 2
- Proactive planning around owner pay, estimated taxes, cash flow, and entity decisions.
- Regular quarterly meetings to discuss financial performance, deadlines, and action items.
- Personal financial planning guidance aligned with the owner’s business and household goals.
- Best for owners who want strategy, accountability, and year-round support.
Best for: Business owners who want a premium relationship and help making bigger decisions throughout the year.
Curated a la carte menu
Additional services you can add to any package.
Core add-ons
Additional Tax ReturnFor extra federal, state, or entity filings beyond the package.
1099 Preparation and FilingFor year-end contractor compliance and recipient copies.
Quarterly Bookkeeping ReviewFor reconciliations, financial review, and cleaner year-end books.
Strategic add-ons
FBAR Preparation and AdvisoryFor U.S. expats and clients with foreign accounts.
Entity Choice and Payroll Setup ConsultFor owners evaluating structure and payroll decisions.
Comfort Letter / CPA Verification LetterSigned letter that confirms specific facts you have verified. Does not certify anything not verified.
Tax Relief & ResolutionHelp reviewing IRS/state notices, filing missing returns, setting up payment plans, and requesting relief options.