Success Packages
Deeper Insights. Faster Growth.
Personal
$89/mo
- Personal tax return preparation
- Mid-year planning
- Review of: – Goals, Budget/Cash Flow, Net Worth Statement, Threats to your financial stability to work with you to help improve your financial situation
- Unlimited access to our team, to answer questions and assist with tax and financial strategy
Micro-Business
$199/mo
- Includes everything in the Personal package, plus:
- Quarterly tax planning
- QuickBooks Online oversight, training, and troubleshooting
- Preparation of any needed 1099s
- Training/guidance on filing Dept of Revenue filings
- QBO Subscription if needed
Business
$399/mo
- Includes everything in prior packages, plus:
- Corporate tax preparation
- Business tax optimization
- Dept of Revenue filing prep
- Business strategic support, monthly advisory meetings surrounding business goals, success indicators, and threats.
Business Add-Ons:
Shareholder-only payroll: $50/month
Full payroll: $175/mo (up to 10 employees)
Bookkeeping: $299/mo