Success Packages
Deeper Insights. Faster Growth.
We work differently, engaging only on a year-round subscription basis.
Tax & Accounting Success
Proactive Planning & Support
DONE FOR YOU
Starting at $1,150/mo
- Business and personal tax return preparation
- Monthly bookkeeping with QuickBooks Online (2 week close)
- Dept of Revenue filings
- Resources and support for city tax filings, Gusto payroll, and 1099 filings
- Quarterly tax planning, cash flow, budgeting, and strategy meetings.
- Response time (2 business days)
DONE WITH YOU
Starting at $475/mo
- Business and personal tax return preparation
- Quarterly reconciliation and review of your QuickBooks Online books (4 week close)
- Required annual tax wrap meeting, and optional midyear planning meeting
- Quarterly tax planning
- Resources and support for Dept of Revenue filings, QuickBooks Online, 1099s and Gusto payroll
- Response time (4 business days)
STARTER
Starting at $295/mo
- Personal tax return preparation (includes Schedule C for Sole Prop/LLC)
- Quarterly review of your QuickBooks Online books
- Required annual tax wrap meeting, and optional midyear planning meeting
- Quarterly estimated tax due date reminders
- Resources and support for Dept of Revenue filings, QuickBooks Online, 1099s, and Gusto payroll
- Response time (5 business days)
NON - BUSINESS
Starting at $129/mo
- Personal tax return preparation
- Required annual tax wrap meeting, and optional midyear planning meeting
- Withholding analysis
- Personal financial review
- IRS Correspondence assistance
- Year-round access to our team
- Response time (5 business days)
Feel free to reach out to schedule a New Client Consultation to chat about your business, your goals and challenges, and how we may best be able to help reduce the stress and burden of financial management.
All levels include personal financial review and IRS
correspondence assistance.
We make every effort to return urgent requests same day but less urgent requests are triaged by service level.