Success Packages
Deeper Insights. Faster Growth.
We work differently, engaging only on a year-round subscription basis.
COMPLETE
Starting at $2,750/mo
- Business and personal tax return preparation
- Weekly bookkeeping with QuickBooks Online (one week close)
- Weekly bill pay services with Relayfi.com
- Dept of Revenue, city filings and annual SOS renewal
- 1099 filings
- Monthly tax planning, cash flow, budgeting, and strategy meetings.
- Monthly lunch & learn Zoom meetings
- Response time (next business day)
GROWTH
Starting at $1,000/mo
- Business and personal tax return preparation
- Monthly bookkeeping with QuickBooks Online (2 week close)
- Dept of Revenue filings
- Required annual tax wrap meeting.
- Quarterly tax planning, cash flow, budgeting meetings.
- Resources and support for city tax filings, Gusto payroll, and 1099 filings
- Response time (2 business days)
ESSENTIALS
Starting at $450/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
- Resources and support for Dept of Revenue filings, QuickBooks Online and Gusto payroll
- Response time (4 business days)
We make every effort to return urgent requests same day but less urgent requests are triaged by service level.