Partnership Plans
Basic Tax
Basic Tax
Basic Tax
Price: starting at $175/month
Ideal for individuals or small businesses seeking essential tax support. Includes:
- Annual Tax Meeting: Review financials and plan tax strategies with your dedicated tax professional.
- Tax Return Preparation: Accurate federal and state tax filings (e.g., Form 1040).
- Quarterly Projections: Tax projections, using your self-prepared financial information.
- Year-Round Tax Support: Unlimited access to a tax professional via email, phone, or virtual meetings.
Perfect for streamlined tax compliance and planning.
Core
Basic Tax
Basic Tax
Price: starting at $499/month
Designed for businesses needing robust accounting and tax services. Includes everything in Basic Tax, plus:
- Transaction Categorization: Organized ledger with accurate transaction allocation.
- Account Reconciliation: Monthly verification of accounts for compliance and accuracy.
- Monthly/Quarterly Reporting: Cash-basis financial statements.
- Customized Chart of Accounts: Tailored to your business for clear reporting.
Ensure financial clarity and tax readiness with comprehensive support.
Growth
Basic Tax
Growth
Price: starting at $599/month
Tailored for growing businesses requiring advanced tax and compliance solutions. Includes everything in Core Tax, plus:
- Tax Audit Representation: Expert support during IRS or state audits.
- Tax Notice Response: Prompt handling of tax authority notices.
- IRS Transcript & Communications: Managed IRS interactions for compliance.
- Annual 1099 Preparation: Compliant contractor and vendor filings.
- Salary Planning: Reasonable compensation analysis for tax optimization (e.g., S-Corps).
Drive growth with full-service accounting and tax protection.
Elite
Basic Tax
Growth
Price: starting at $999/month
The ultimate solution for businesses seeking strategic financial leadership. Includes everything in Growth, plus:
- Fractional CFO Services:
Elevate your business with personalized CFO expertise alongside comprehensive accounting and tax services. Includes:- Strategic Financial Planning
- Cash Flow Optimization
- KPI Development & Monitoring
- Capital Structure Analysis
- Mergers & Acquisitions Support
- Process Improvement
- Risk Management
Elevate your business with comprehensive accounting, tax services, and strategic CFO services to achieve sustainable growth.