Success Packages

Deeper Insights. Faster Growth.

We work differently, engaging only on a year-round subscription basis.

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

$179/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

Business

$379/mo

Includes everything in prior packages, plus:
Corporate tax preparation
Business tax optimization
Business strategic support, monthly advisory meetings surrounding business goals, success indicators, and threats.

*We require business clients to maintain a QuickBooks Online subscription (Essentials or higher). We only support payroll through the Gusto platform.

Business Add-Ons:

Bookkeeping: $240/month
WA Dept of Revenue Filing and Prep:
- $45/month (monthly filer)
- $30/month (quarterly filer)
Payroll: Optional $80/month processing fee
Secretary of State Renewal/Registered Agent: $35/month