Packages & Investments
THE
Starter
I make less than $100,000 per year.
Then our Starter package
is perfect for you.
Starting at
$1,695
✓ Income Tax Preparation
✓ IRS Letter Review
✓ Client Resource Vault
✓ Tax Deadline Reminders
✓ 24/7 Access to Client Portal
✓ Virtual & Mobile App Communication
+ Annual Year-End Tax Review
+ Basic Tax Strategies
+ Email Support
Add-on Services:
✓ Bookkeeping
(starting at $450/mo. recurring)
Clean Up
Diagnostic
Quickbooks Set Up
​
✓ Tax Planning
(starting at $2,500)
THE
Entrepreneur
I make $100,000-$250,000 year.
Then our Entrepreneur package
is perfect for you.
Starting at
$5,995
✓ Income Tax Preparation
✓ IRS Letter Review
✓ Client Resource Vault
✓ Tax Deadline Reminders
✓ 24/7 Access to Client Portal
✓ Virtual & Mobile App Communication
+ Mid-Year and End-Year Tax Review
+ Premium Tax Strategies
+ Annual Financial Planning Review
+ Email and Phone Support
​
Add-on Services:
✓ Bookkeeping
(starting at $450/mo. recurring)
Clean Up
Diagnostic
Quickbooks Set Up
​​
✓ Tax Planning
(starting at $2,500)
THE
CEO
I make $250,000 or more per year.
Then our CEO package
is perfect for you.
Starting at
$14,995
✓ Income Tax Preparation
✓ IRS Letter Review
✓ Client Resource Vault
✓ Tax Deadline Reminders
✓ 24/7 Access to Client Portal
✓ Virtual & Mobile App Communication
+ Mid-Year and End-Year Tax Review
+ Elite Tax Strategies
+ Annual Financial Planning Review
+ Priority Email and Phone Support
+ Quarterly Tax Review
​
Add-on Services:
✓ Bookkeeping
(starting at $450/mo. recurring)
Clean Up
Diagnostic
Quickbooks Set Up
​​
✓ Tax Planning
(starting at $2,500)