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Monthly Service Plans
We offer flexible monthly plans that you can scale up or down, depending on your needs.
Pricing
Tax Advisory
and Filing
and Filing
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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- Never file a tax form again
- Know what you owe – all year long
- Stay up-to-date on quarterly tax payments
- Quarterly meetings with your CPA
- Proven strategies for reducing tax
- Zero stress at tax time
- Annual tax return prepared and e-filed for free
- No bookkeeping
Integrated Tax
& Accounting
& Accounting
from $699 /mo.
Best for business owners that want a full accounting and tax solution, so they can focus on growing their
business.
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- Never get behind on bookkeeping again
- Make every estimated tax payment on time
- Increase profits while reducing tax
- Implement advanced tax-saving legal structures
- Monthly meetings with your CPA
- Know ALL your numbers, all year long
- Reduce unnecessary expenses
- Never miss a deduction
- Save thousands in tax
Profit First
Full Service
Full Service
from $1199 /mo.
A comprehensive package that covers all the accounting, tax, and advisory you need to leverage every tax saving strategy available to S Corporations.
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- Everything from Integrated Tax & Accounting
- No limits on number of bank accounts or credit cards (facilitates profit-first budgeting)
- Joint personal tax return for owner and their spouse
- Financial planning, goal-setting & accountability
- Quarterly payroll for owners included
- Unlimited meetings with you and your teams
- Retirement planning, analysis & forecasting
- Quarterly meeting with a partner in the firm
- Monthly meeting with your assigned CPA
- Strategic tax structuring to minimize overall tax across multiple entities and family members
+ 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
+ Personal Tax
Add-On
Add-On
from $69 /mo.
A must-have for single-owner s-corps looking to employ the strategies of the rich to dodge taxes – legally.
Got questions?
- Annual financial planning & goal setting
- 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
+ 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