Tax Strategy & Compliance for Founders, Investors, and Growing businesses

ESSENTIAL

Tax Preparation

Year-round access for quick questions

Initial review of IRS & state notices

Tax updates & newsletter

Proactive tax-saving tips & articles

Individual Tax Plans

⭐ MOST POPULAR

CONCIERGE

Ongoing Strategy

For straightforward returns with basic tax situations

Starting at

$650

per year

For individuals and families with personal tax situations

✔︎ Federal & state tax preparation & e-file

✔︎ W-2, interest, dividends

✔︎ Secure portal & document organizer

✔︎ Safe harbor quarterly estimates

✔︎ Tax updates & newsletter

✔︎ Initial review of IRS & state notice (up to 15 minutes)

✔︎ Year-round access for quick questions

Starting at

$350

per quarter

or 1,250 annually

For investors, rental owners, self-employed, and professionals.

Everything in Essential, plus:

✔︎ Annual tax planning meeting (60 min)

✔︎ Year-round email support

✔︎ Tax projections & scenario modeling

✔︎ Proactive tax-saving strategies tailored to your situation

CONCIERGE

Ongoing Strategy

For executives, founders, and complex multi-state situations

Starting at

$695

per quarter

or 2,500 annually

Everything in Advisory, plus:

✔︎ Quarterly strategy meetings

✔︎ Custom quarterly estimates & tracking

✔︎ Complex multi-state tax planning

✔︎ Equity compensation planning

✔︎ Priority turnaround & support

✔︎ Coordination with advisors (CFO, attorney, financial advisor)

⊘ Tax planning meeting

⊘ Custom quarterly estimates

NOT INCLUDED

Annual engagement; annual payment option available

Representation and complex exam quoted separately

Annual engagement; annual payment option available

Ask us for details.

All prices are starting points and vary based on complexity. Final quote provided after review.

Multi-Return & Family Discount

ADVISORY

Planning & Support

GROWTH PARTNER

S-Corps, Partnerships & Owner-Operated Businesses

Business Tax & Advisory

Starting at

$695

per quarter

or $2,500 annually

Annual tax and advisory support for business of all sizes

✔︎ Business tax return preparation (1120-S / 1065)

✔︎ Owner tax coordination & strategy*

✔︎ Annual planning meeting & projection

✔︎ Quarterly estimates guidance

✔︎ Year-round email support

✔︎ IRS & state notice review

VENTURE-BACKED

C-Corps, Startups & High-Growth Companies

Starting at

$1,250

per quarter

or 4,500 annually

Annual engagement; annual payment option available

All prices are starting points and vary based on complexity. Final quote provided after review

✔︎ Corporate tax compliance (1120) & strategy

✔︎ Multi-state tax management

✔︎ R&D credit & 174 compliance support

✔︎ Equity compensation & investor reporting

✔︎ Investor / advisor coordination

✔︎ Priority planning & support

Representation and complex exam quoted separately

Annual engagement; annual payment option available

*Owner's personal return (1040) maybe bundled or quoted separately depending on complexity

Responsive Support

Real people, real answers when you need them

Customized Pricing

Final pricing is tailored to your unique complexity, numbers of owners, entities, and state footprints.

Proactive Tax Strategy

Forward-looking guidance to minimize tax and maximize your opportunities

Growth-Focused Partnership

Aligned with your goals. Focused on your success

Secure & Convenient

Client portal, e-signatures, and secure document exchange