Question 1

What’s the difference between your tax packages and one-time services?

Accepted Answer

Our tax packages are designed for clients who want ongoing support, planning, and a smoother tax season year after year. One-time services are available for specific needs—like a single return or cleanup—but they don’t include proactive planning, priority timelines, or year-round access for questions or support. Most clients find packages provide better value and fewer surprises.

Question 2

When should I consider your mid- and top-tier tax packages?

Accepted Answer

Clients with growing businesses, multiple income sources, or changing financial situations typically benefit most from our mid- and top-tier packages. These levels are designed for clients who want proactive tax planning, faster turnaround, and a more hands-on advisory relationship—not just tax filing. If you want guidance throughout the year and fewer surprises at tax time, one of these packages is usually the best fit.

Question 3

Can I start with a one-off service and move into a package later?

Accepted Answer

Yes. Many clients start with a one-time engagement and transition into a package once they see the benefit of ongoing tax strategy and support. Package availability may be limited during peak season, so moving earlier in the year offers the most flexibility.

Question 4

Why should I have professional guidance when setting up a new business?

Accepted Answer

How your business is set up from the beginning affects taxes, liability, compliance requirements, and future flexibility. Many business owners form an entity online without realizing the long-term tax consequences or missing required registrations. Having professional guidance helps ensure your entity type, tax elections, and initial setup align with your goals—so you don’t have to undo costly mistakes later.

Question 5

How is tax planning different from tax preparation?

Accepted Answer

Tax preparation looks backward—reporting what already happened. Tax planning looks forward. It involves evaluating decisions before year-end, such as entity structure, compensation, timing of income and expenses, and retirement strategies, to legally reduce taxes over time. Tax planning is included in both the Enhanced and Elite packages or offered as a separate service, depending on your needs.

Question 6

What type of bookkeeping is included in your packages?

Accepted Answer

Our packages include ongoing, maintenance-level bookkeeping designed to keep your financials accurate and tax-ready. This typically covers transaction categorization, bank and credit card reconciliations, and basic financial reporting. Extensive cleanup, catch-up work, or correcting prior-year issues is outside the standard scope and quoted separately, since those situations require additional time and review.

PLANS & PRICING

ESSENTIALS

Starting at $450+/month

FOR CLIENTS NEEDING BASIC TAX AND BOOKKEEPING MAINTENANCE

ENHANCED

Starting at $675+/month

INCLUDES EVERYTHING IN ESSENTIALS +

ELITE

Starting at $1,025+/month

INCLUDES EVERYTHING IN THE OTHER PACKAGES +

COMPARISONS

Whether you need basic tax and bookkeeping services or full-service, year-round accounting support, our tailored plans are built to scale with your needs. Select the plan that’s right for you and let us handle the rest.

PACKAGES START AT THE LISTED PRICE.
PRICING VARIES BASED ON COMPLEXITY, ENTITIES, AND SCOPE OF SERVICE SLECTED.

ONE TIME ASSISTANCE

ALL INCLUDE 1 STATE

1040 STARTS AT $350

SELF-EMPLOYED RETURNS (RENTAL OR SCHEDULE C) START AT $600

1065/1120/1120S RETURNS START AT $1,000

EVERY TAX RETURN COMES WITH A VIDEO BEFORE FILING

ADD-ON SERVICES

Optional services available to support and enhance your accounting and tax needs as your business grows.

PAYROLL SETUP & SUPPORT

BOOKKEEPING SOFTWARE SET-UP

BUSINESS ENTITY SELECTION & RESTRUCTURING

BILL-PAY

SCHEDULE A CONSULTATION

Send us a message  and we’ll get back to you shortly.