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Monthly Service Plans
We offer flexible monthly plans that you can scale up or down, depending on your needs.
turquoise rounded diamond s-corp icon
from $349 /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
from $599 /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
from $2,349 /mo.
Best for wealth-building families with multiple businesses. A team of sophisticated professionals that will help protect and grow your empire.
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  • Up to 3 business entities included
  • Everything from Integrated Tax & Accounting
  • Personal returns for you and your dependents
  • Financial planning, goal setting, coaching & accountability
  • Payroll included for all entities.
  • Unlimited meetings with you and your teams
  • Retirement planning, analysis & forecasting
  • Two CPAs assigned to your account
  • Strategic tax structuring to minimize overall tax across multiple entities and family members
+ Payroll
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.
Got questions?
  • 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
  • If something goes wrong, it’s not your problem. It’s ours.
+ Personal Tax
from $49 /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
from $19 /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.
Got questions?
  • 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
Get Started Today
Connect with us today and learn how our team of S corp experts can help your business flourish now and during tax season.