Partnerships & Pricing Plans
We offer flexible monthly partnerships for the modern enterprise—tailored plans with adaptive pricing that evolves alongside your business.
Monthly Partnership
Whether you’re just starting out or scaling with experience, our pricing plans are designed to give you clarity, confidence, and measurable results—at every stage of your business.
Pay As You Go
Services offered at hourly rates on retainer.
One-Off
- Onboarding & Initial Strategy Session
- Retainer Setup
Available Services
- QuickBooks Online
- Sales Tax Services
- General Business Questions Support
- Quarterly Estimated Taxes
- Business Tax Preparation
- Individual Tax Preparation
- Accounting Review
- Tax Guidance
- 1099 Sending and Filing
- Business Valuation Summary Report
- Workers Compensation Audit Support
- General Liability Audit Support
- Complete IRS and State Audit Support
Core Service
Compliance and reliability for accounting and tax.
One-Off
- Onboarding & Initial Strategy Session
Monthly Services
- Monthly Accounting
- QuickBooks Online
- Financial Statements
- Sales Tax Services
Quarter Service
- Quarterly Estimated Taxes
Yearly Services
- Business Tax Preparation
- Individual Tax Preparation
- Tax Guidance
- General Business Support
Available Add-On
- Payroll
Concierge Service
Trusted partner for tax optimization and strategy.
One-Off
- Onboarding & Initial Strategy Session
Monthly Services
- Monthly Accounting
- QuickBooks Online
- Financial Statements
- Sales Tax Services
- General Business Support
- Expedited Service
Quarter Service
- Quarterly Estimated Taxes
Yearly Services
- Business Tax Preparation - Expedited
- Individual Tax Preparation - Expedited
- Tax Planning and Advice
- 1099 Sending and Filing
- Personal Financial Statement Preparation
- Business Valuation Summary Report
- Loan Support
- Workers Compensation Audit Support
- General Liability Audit Support
- Complete IRS and State Audit Support
- General Business Support
Available Add-Ons
- Payroll
- Accounts Recievable
- Accounts Payable Management
Tailored for Every Kind of Client
Whether you're scaling a startup or safeguarding your legacy, our services are built to meet you where you are—and take you where you want to go. We specialize in serving two distinct yet equally important client groups:
Modern Business Owners
Looking for virtual access, fast turnaround,
and real-time financial insights.
High-Net-Worth Individuals
Seeking discretion, experience, and trusted advisory.
Years in Business
Client Net Worth
Client Revenue
Active Clients
Served Clients
Our Process
Our process is straightforward, transparent, and designed to give you confidence at every step. From your first meeting to long-term results, we guide you with clarity and purpose.
Initial Discovery Meeting
We start with a conversation—no pressure, no jargon. This is where we learn about your goals, challenges, and current financial landscape.
Customized Tax Roadmap
Based on your needs, we build a personalized strategy that covers tax planning, compliance, and long-term financial efficiency.
Ongoing Support
We’re with you year-round. Expect proactive advice, timely check-ins, and responsive service to adapt as your business or wealth evolves.
Let’s Build a Smarter Tax Plan Together
Whether you’re looking to streamline your business finances or safeguard personal wealth, it starts with a conversation. Reach out today and discover how a smarter, more strategic tax plan can move you forward with confidence.
