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Monthly Service Plans
We offer flexible monthly plans that you can scale up or down, depending on your needs.
Pricing
Total
Tax
Tax
from $449 /mo.
Best for business owners that need help with taxes, but want to save money by doing their own bookkeeping.
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- Comprehensive business and personal tax management for one owner.
- Never file a business or personal tax form again (for one owner).
- Personal tax returns and estimates included for one owner.
- Know what you (and your business) owe – all year long.
- Stay up-to-date on all business and personal quarterly tax payments.
- Quarterly meetings with your CPA covering both business and personal tax strategy.
- Proven strategies for reducing both business and personal tax liabilities.
- Zero stress at tax time for both your S-Corp and personal filings.
- Annual S-Corp and personal tax returns (for one owner) prepared and e-filed for free.
- No bookkeeping (focus on expert tax advisory and filing).
Integrated Tax
& Accounting
& Accounting
from $699 /mo.
Ideal for owners who want a complete accounting & tax solution, and only one dedicated advisor to deal with.
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- Everything from Total Tax, PLUS:
- Monthly strategic advisory meetings with your dedicated CPA.
- Full-service monthly bookkeeping.
- Accurate financial statements (P&L, Balance Sheet) prepared and reviewed with you monthly.
- Never get behind on bookkeeping again.
- Seamless integration of your accounting and tax strategy for optimal savings.
- Know ALL your key financial numbers, all year long – with expert analysis.
- Proactive financial insights and performance tracking to guide business decisions.
- Implement advanced tax-saving legal structures with confidence.
- Identify and capture every available tax deduction.
- Strategies to reduce unnecessary expenses and boost profitability.
- Holistic approach to save thousands in overall tax.
Founder to Founder
Advisory
Advisory
from $1,995 /mo.
If you want to work with a fellow entrepreneur who’s built a company from scratch, this all-inclusive package is what you need.
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- Everything from Integrated Tax & Accounting, PLUS:
- Direct access to and all meetings led by founder, Shane Williamson, CPA.
- Exclusive: Limited to 5 clients for direct advisory with Shane (1 spot currently open).
- Personalized financial planning, goal-setting & accountability sessions with Shane.
- Strategic tax structuring to minimize overall tax, guided by Shane’s direct oversight.
- Personal tax preparation for up to 5 owners (including primary owner & spouse) included.
- Payroll services for up to 5 owners included.
- Up to 5 Passive Income Add-Ons included for free.
- No limits on bank accounts or credit cards (facilitates profit-first budgeting).
- Retirement planning, analysis & forecasting with founder insights.
- Unlimited team consultations, with Shane Williamson as your primary advisor.
+ Payroll
Add-On
Add-On
from $49 /mo.
Every S-Corp needs payroll. We partner with the best payroll providers and integrate your payroll into your accounting and taxes for a seamless experience.
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- Employee portal
- Customizable on-boarding workflows
- Advice on how much to pay yourself
- Holistic analysis – sometimes paying yourself more W2 wages reduces your overall tax
- Federal, state & local payroll taxes all collected and paid automatically
- Seamless integration between your bookkeeping, payroll & tax providers
- Only $9 per additional employee each month
+ Additional Owner
Add-On
Add-On
from $69 /mo.
For S-corps with additional owners that need help with personal tax strategy, estimated payments, tax returns, and financial planning.
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- Proven strategies for minimizing personal tax, tailored for S-corp owners
- Stay up-to-date on quarterly tax payments
- Zero stress at tax time – file early if you want
- Personal tax return for Single, Head of Household, or Married Filing Jointly/Separately tax returns all prepared and e-filed for free.
- Up to 3 state tax returns for free
- Annual financial planning & goal setting
+ Passive Income
Add-On
Add-On
from $29 /mo.
Real estate rentals or passive income sources you need us to handle. Get the full picture, all year long, with no stress at tax time.
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- Year-end tax-basis bookkeeping included
- Depreciation schedules prepared, analyzed and included
- Proven strategies for unlocking passive tax losses
- Make accurate estimated tax payments
- Tax loss harvesting alerts
- Cost segregation solutions
- Best in class risk reduction