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Comprehensive financial Services
We offer structured service packages covering business compliance and tax solutions tailored to your needs.
SMALL BUSINESSES AND START-UPS
Business Services Outcome Based Tiers
Essential (Compliance + Stability)
Owners and non-profits who want accurate books and tax compliance
Includes:
- Semi-annual financial statements
- Annual tax return (business)
- Basic email support
- Six-month tax planning meeting (1)
Outcome Promise:
“You stay compliant and understand your numbers.”
Value Anchor:
Peace of mind + audit-ready financials
Suggested Monthly Price Range:
$800 – $2,000/month
(Depends on transaction volume & complexity)
Growth ( Insights + Optimization)
Owners who want improved profitability and tax efficiency.
Includes everything in Essential PLUS:
- Monthly accounting review and troubleshooting
- Quarterly performance review meeting
- KPI dashboard
- Quarterly tax planning
- Cash flow forecasting (rolling 90-day)
- Reasonable comp planning
- Email + limited phone access
Outcome Promise:
“You increase profit and reduce tax surprises.”
Value Anchor:
Improved margins + strategic clarity
Suggested Monthly Price Range:
$2,500 – $5,500/month
Strategic CFO (Transformation + Decision Support)
Owners scaling, hiring, acquiring, or preparing for exit.
Includes everything in Growth PLUS:
- Budget creation + monitoring
- Advanced tax strategy
- Scenario planning
- Profit improvement roadmap
- Customer & Vendor pricing analysis
- Board-level reporting
- Unlimited advisory access
- Quarterly strategy sessions
Outcome Promise:
“You make confident growth decisions and maximize enterprise value.”
Value Anchor:
ROI-driven advisory + strategic partnership
Suggested Monthly Price Range:
$6,000 – $8,000+/month
(Depending on complexity, revenue, and advisory intensity)
Make sure
Tier Separation
Tax Only
Tax Packages
Compliance
Includes:
- Tax Consult and Preparation for form 1040 plus 1 state
- Limited investments (no crypto currency or foreign investments)
- Basic remote tax review via email
- Annual Review meeting
Peace of mind
Value Anchor:
Tax compliance
Suggested Monthly Price Range:
$250 – $500+/month
(Depending on complexity)
Advanced
Includes everything in Compliance PLUS:
- Multiple states
- Rental properties (2)
- Expanded investments
- Wholly owned LLC, or sole-proprietorship (1)
- Closely-held business structures (1 owner family business)
- 6-month review meeting
- Limited email support
Strategic tax compliance for complex situations
Suggested Monthly Price Range:
$750 – $1,000+/month
(Depending on complexity)
Premier
Includes everything in Advanced PLUS:
- Extensive business tax returns – corporations, partnerships, LLC’s
- Advanced tax issues – business structure, benefits structuring for 2–10 employees
- Includes operational farming activities
- Small estate and trust tax planning and preparation
- Unlimited email support
Planned growth and future driven vision for life-changes
Suggested Monthly Price Range:
$2,000 – $5,000+/month
(Depending on complexity)
Comparison Table
Tax Comparison Table
let's start today
Take control of your financial future
Start your journey with expert guidance and personalized strategies designed to support your long-term financial success.